FHI Federated Hermes, Inc. Common Stock
NYSE · Financial Services · 在 SEC EDGAR 上查看 ↗ 收盘 十月 2, 2026 10-K/10-Q 七月 31, 2026
$56.07
· % 处于52周区间
· 高于低点
· 至高点
$46.6652周低点
$67.2052周高点
P/E (TTM)
10.4
EPS (TTM)
$5.37
收入 (TTM)
$1.93B
FHI 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
价格
$56.07
P/E (TTM)
10.4
EPS (TTM)
$5.37
收入 (TTM)
$1.93B
ROE (TTM)
34.8%
52周区间
$47–$67
FHI 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
区间
条形图
柱状图粒度会根据所选周期进行调整 — 将鼠标悬停在图表上可查看柱状图的开盘价/最高价/最低价/收盘价。
股票拆分
| 除息日 | 拆股 | 类型 |
|---|---|---|
| 2000年7月18日 | 3-for-2 | 正向 |
关于 Federated Hermes, Inc. Common Stock 公司概况（来自维基百科）
Federated Hermes is an investment manager headquartered in Pittsburgh, Pennsylvania, United States. Founded in 1955 and incorporated on October 18, 1957, the company manages $902.6 billion of customer assets, as of December 2025. The company offers investments spanning equity, fixed-income, alternative/private markets, multi-asset and liquidity management strategies, including mutual funds, exchange-traded funds (ETFs), separate accounts, closed-end funds and collective investment funds. Clients include corporations, government entities, insurance companies, foundations and endowments, banks and broker/dealers.
## History
Federated Investors was founded in 1955 by high school classmates John F. Donahue, Richard B. Fisher, and Thomas J. Donnelly.
Aetna acquired a majority ownership stake in Federated Investors in 1982; at the time Federated had nearly $30 billion in assets under management. In 1989, Federated management purchased Aetna's stake for $345 million, reestablishing majority control of the company. In 1996, Federated management paid $100 million to acquire the remaining 25% stock ownership still held by Aetna. Federated completed an initial public offering on the NYSE on May 14, 1998.
In 1991, Federated established Federated International Management Limited, a wholly owned subsidiary in Dublin, Ireland, becoming the first U.S. company whose registered money market funds were approved for distribution to the European community. In 1998, Federated launched a venture with insurer LVM-Versicherungen Münster to offer Federated funds in Germany.
In April 2012, Federated Investors, Inc. completed its acquisition of Prime Rate Capital Management LLP (PRCM), a London, United Kingdom-based provider of institutional liquidity and fixed income products, from Matrix Group Limited. Federated Prime Rate Capital Management's AAA-rated liquidity funds, known as Qualifying Money Market Funds, serve the corporate and institutional market. The funds, totaling approximately US$4.0 billion (GBP 2.5 billion) in assets, are rated AAA by both Standard & Poor's and Fitch Ratings.
In September 2019, Federated Investors announced that it had bought around $4.4 billion in assets from Fifth Third Asset Management Inc.
In July 2018, Federated Investors, Inc., completed its acquisition of a 60 percent interest in Hermes Fund Managers Limited (Hermes), which operated as Hermes Investment Management, a pioneer of integrated ESG investing, from BT Pension Scheme (BTPS). Hermes had recently acquired MEPC plc.
In February 2020, Federated Investors, Inc. changed its name to Federated Hermes, Inc. and unveiled an updated corporate identity focused on a commitment to responsible investing to achieve financial performance. The company also changed its New York Stock Exchange (NYSE) ticker symbol from FII to FHI, with the firm's common stock trading under the FHI ticker symbol for the first time on Feb. 3, 2020.
来源：维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗
行业板块Financial Services
行业Financial Services
员工2091
国家US
10年表现 收入、净利润、利润率和每股收益趋势
收入$1.80B2016-12-31 → 2025-12-31
EPS$5.132018-12-31 → 2025-12-31
自由现金流$295M2016-12-31 → 2025-12-31
净利率21.3%2016-12-31 → 2025-12-31
估值与比率
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 | FHI | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| P/E (TTM) | 10.45年均值 ≈12.0 | ≈12.0 | 19.4 | 低估 | |
| PEG Ratio (市盈率增长比) | ≈1.1 | · | · | · |
同行中位数按每项指标的标准化基础计算，可能与本股票显示的TTM/MRQ基础不完全匹配。
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 | FHI | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| 营业利润率 (TTM) | 27.1%5年均值 ≈25.2% | ≈25.2% | · | · | |
| EBITDA Margin (息税折旧摊销前利润率) | 28.5%5年均值 ≈25.2% | ≈25.2% | 30.6% | 弱 | |
| 税前利润率 (TTM) | 28.7%5年均值 ≈25.9% | ≈25.9% | 42.8% | 弱 | |
| 净利润率 (TTM) | 21.3%5年均值 ≈19.0% | ≈19.0% | 28.1% | 弱 | |
| ROA (TTM) | 18.4%5年均值 ≈14.2% | ≈14.2% | 9.1% | 顶尖 | |
| ROE (TTM) | 34.8%5年均值 ≈26.7% | ≈26.7% | 13.8% | 顶尖 | |
| ROIC | 32.5%5年均值 ≈25.9% | ≈25.9% | · | · |
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 | FHI | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| 流动比率 (MRQ) | 2.65年均值 ≈2.5 | ≈2.5 | · | · | |
| Quick Ratio (速动比率) | 1.95年均值 ≈1.5 | ≈1.5 | · | · |
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 | FHI | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Revenue YoY (营收同比增长) | 10.3%5年均值 ≈4.8% | ≈4.8% | · | · | |
| Revenue CAGR 3Y (营收3年复合年增长率) | 7.6%5年均值 ≈6.3% | ≈6.3% | · | · | |
| Revenue CAGR 5Y (营收5年复合年增长率) | 4.5% | · | · | · | |
| EPS YoY | 58.8%5年均值 ≈12.7% | ≈12.7% | · | · | |
| Net Income YoY (净利润同比增长) | 50.3%5年均值 ≈7.3% | ≈7.3% | · | · | |
| EPS CAGR 3Y (每股收益年复合增长率（3年）) | 24.6%5年均值 ≈10.6% | ≈10.6% | · | · | |
| EPS CAGR 5Y (每股收益年复合增长率（5年）) | 9.7% | · | · | · | |
| Net Income CAGR 3Y (净利润年复合增长率（3年）) | 19.0%5年均值 ≈5.3% | ≈5.3% | · | · | |
| Net Income CAGR 5Y (净利润年复合增长率（5年）) | 4.3% | · | · | · |
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 | FHI | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Asset Turnover (资产周转率) | 0.85年均值 ≈0.7 | ≈0.7 | 0.5 | 顶尖 | |
| Revenue / Employee (年营业收入 ÷ 员工人数（报告的 headcount，yfinance）。衍生数据 — 非存储的 SEC-XBRL 概念。) | ≈$861.1K | · | · | · |
价值 · ≈ 5年均值 · 行业中值 · 相对于中值的评判
股息 收益率、派息率、股息历史、5年CAGR
派息率26.0%
年度化派息≈$1.52
5年股息复合年增长率 (CAGR)≈4.7%
增长连胜≈3
| 除息日 | 金额 | 货币 | 收益率 |
|---|---|---|---|
| 八月 7, 2026 | $0.38 | USD | ≈2.3% |
| 五月 8, 2026 | $0.38 | USD | ≈2.5% |
| 二月 6, 2026 | $0.34 | USD | ≈2.6% |
| 十一月 7, 2025 | $0.34 | USD | ≈2.7% |
| 八月 8, 2025 | $0.34 | USD | ≈2.5% |
| 五月 8, 2025 | $0.34 | USD | ≈3.0% |
| 二月 7, 2025 | $0.31 | USD | ≈5.8% |
| 十一月 8, 2024 | $0.31 | USD | ≈5.4% |
| 八月 8, 2024 | $0.31 | USD | ≈6.6% |
| 五月 7, 2024 | $1.31 | USD | ≈6.7% |
| 二月 7, 2024 | $0.28 | USD | ≈3.2% |
| 十一月 7, 2023 | $0.28 | USD | ≈3.4% |
| 八月 7, 2023 | $0.28 | USD | ≈3.3% |
| 五月 5, 2023 | $0.28 | USD | ≈2.8% |
| 二月 7, 2023 | $0.27 | USD | ≈2.7% |
| 十一月 7, 2022 | $0.27 | USD | ≈3.0% |
| 八月 5, 2022 | $0.27 | USD | ≈3.2% |
| 五月 5, 2022 | $0.27 | USD | ≈3.7% |
| 二月 7, 2022 | $0.27 | USD | ≈3.3% |
| 十一月 5, 2021 | $0.27 | USD | ≈3.1% |
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
17.2%
下次报告
十月 28, 2026
| 期间 | 报告 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|---|
| 2026年6月30日 | 七月 29, 2026 | $1.38 | $1.19 | 15.8% |
| 2026年3月31日 | $1.27 | $1.19 | 6.3% | |
| 2025年12月31日 | $1.39 | $1.19 | 16.4% | |
| 2025年9月30日 | $1.34 | $1.13 | 18.1% | |
| 2025年6月30日 | $1.16 | $1.03 | 12.2% | |
| 2025年3月31日 | $1.25 | $0.93 | 34.8% |
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
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.80B | $1.63B | $1.61B | $1.45B | $1.30B | $1.45B | $1.33B | $1.14B | $1.10B | $1.14B | $927M | $859M | |
| Operating Expenses | $1.29B | $1.27B | $1.22B | $1.11B | $934M | $1.03B | $979M | $805M | $761M | $808M | $647M | $621M | |
| Operating Income | $514M | $361M | $388M | $337M | $366M | $418M | $348M | $330M | $342M | $336M | $279M | $238M | |
| Other Non-op | $-36.0K | $139.0K | $562.0K | $222.0K | $-900.0K | $8M | $13M | $-30M | $-42.0K | $60.0K | $-33.0K | $-29.0K | |
| Pretax Income | $548M | $382M | $411M | $306M | $376M | $446M | $365M | $296M | $352M | $341M | $275M | $239M | |
| Income Tax | $133M | $113M | $107M | $72M | $104M | $110M | $88M | $74M | $57M | $119M | $103M | $90M | |
| Net Income | $403M | $268M | $299M | $239M | $270M | $326M | $272M | $220M | $291M | $209M | $170M | $149M | |
| EPS (Basic) | $5.13 | $3.23 | $3.40 | $2.65 | $2.77 | $3.25 | $2.69 | $2.18 | · | · | · | · | |
| EPS (Diluted) | $5.13 | $3.23 | $3.40 | $2.65 | $2.75 | $3.23 | $2.69 | $2.18 | · | · | · | · | |
| Shares (Basic) | 75,101,000 | 79,426,000 | 83,858,000 | 85,762,000 | 93,754,000 | 96,503,000 | 97,259,000 | 96,949,000 | 97,411,000 | 99,116,000 | 100,475,000 | 100,721,000 | |
| Shares (Diluted) | 75,103,000 | 79,430,000 | 83,863,000 | 85,766,000 | 93,771,000 | 96,503,000 | 97,259,000 | 96,949,000 | 97,412,000 | 99,117,000 | 100,477,000 | 100,723,000 | |
| EBITDA | $514M | $361M | $388M | $337M | $366M | $418M | $348M | $330M | $342M | $345M | $279M | $238M |
资产负债表
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $583M | $504M | $383M | $337M | $233M | $302M | $249M | $157M | $316M | $105M | $173M | $115M | |
| Short-term Investments | · | · | · | · | · | · | · | · | · | $131M | $142M | $143M | |
| Receivables | · | · | · | $58M | $65M | $65M | $64M | $60M | $26M | $45M | $34M | $28M | |
| Prepaid Expense | $37M | $29M | $30M | $27M | $29M | $22M | $17M | $17M | $12M | $10M | $11M | $13M | |
| Other Current Assets | $13M | $5M | $6M | $8M | $7M | $8M | $2M | $2M | $3M | $4M | $5M | $4M | |
| Current Assets | $864M | $781M | $721M | $651M | $559M | $575M | $461M | $304M | $437M | $360M | $396M | $342M | |
| PP&E (Net) | $25M | $26M | $31M | $36M | $47M | $53M | $52M | $53M | $38M | $39M | $36M | $39M | |
| PP&E (Gross) | $112M | $144M | $151M | $155M | $161M | $159M | $146M | $143M | $108M | $103M | $92M | $96M | |
| Accum. Depreciation | $87M | $118M | $120M | $120M | $114M | $106M | $95M | $90M | $71M | $64M | $56M | $57M | |
| Goodwill | $852M | $805M | $807M | $800M | $799M | $800M | $775M | $810M | $660M | $659M | $659M | $659M | |
| Intangibles | $332M | $328M | $409M | $409M | $471M | $482M | $446M | $340M | $77M | · | $3M | $4M | |
| Other Non-current Assets | $61M | $40M | $35M | $31M | $33M | $29M | $46M | $37M | $20M | $23M | $21M | $26M | |
| Total Assets | $2.23B | $2.08B | $2.10B | $2.02B | $2.02B | $2.06B | $1.88B | $1.54B | $1.23B | $1.16B | $1.19B | $1.14B | |
| Accounts Payable | · | · | · | · | · | · | · | · | · | · | $44M | $35M | |
| Current Liabilities | $314M | $289M | $287M | $257M | $271M | $265M | $231M | $181M | $129M | $163M | $159M | $149M | |
| Capital Leases | $88M | $97M | $94M | $87M | $105M | $122M | $108M | · | · | · | · | · | |
| Deferred Tax | $184M | $171M | $186M | $180M | $205M | $188M | $165M | $148M | $118M | $177M | $159M | $141M | |
| Other Non-current Liabilities | $31M | $29M | $32M | $41M | $36M | $37M | $23M | $40M | $24M | $23M | $20M | $20M | |
| Total Liabilities | $966M | $934M | $948M | $913M | $841M | $687M | $627M | $504M | $440M | $528M | $529M | $527M | |
| Long-term Debt | $348M | $348M | $348M | $348M | $223M | · | · | · | · | · | · | · | |
| Paid-in Capital | $0 | $0 | $2.0K | $0 | $0 | $0 | · | · | · | · | · | · | |
| Retained Earnings | $1.53B | $1.26B | $1.19B | $1.02B | $1.19B | $1.03B | $930M | $792M | $697M | $530M | $546M | $505M | |
| Treasury Stock | $873M | $633M | $521M | $365M | $538M | $325M | $281M | $287M | $279M | $255M | $192M | $165M | |
| AOCI | $6M | $-32M | $-20M | $-46M | $16M | $15M | $-249.0K | $-15M | $-790.0K | $523.0K | $5M | $2M | |
| Stockholders' Equity | $1.20B | $1.10B | $1.13B | $1.05B | $1.11B | $1.14B | $1.04B | $857M | $761M | $596M | $649M | $609M | |
| Liabilities + Equity | $2.23B | $2.08B | $2.10B | $2.02B | $2.02B | $2.06B | $1.88B | $1.54B | $1.23B | $1.16B | $1.19B | $1.14B |
现金流
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | · | · | · | $17M | $11M | $10M | $9M | $10M | |
| Stock-based Comp | $29M | $29M | $34M | $35M | $30M | $27M | $25M | $24M | $23M | $22M | $23M | $22M | |
| Deferred Tax | $11M | $-15M | $4M | $-19M | $18M | $18M | $7M | $12M | $-59M | $17M | $19M | $22M | |
| Amort. of Intangibles | $14M | $13M | $14M | $12M | $14M | $14M | $8M | $6M | $600.0K | $1M | $1M | $2M | |
| Other Non-cash | · | · | · | · | · | · | · | · | · | $-6M | · | · | |
| Operating Cash Flow | $297M | $347M | $312M | $324M | $170M | $373M | $335M | $206M | $387M | $266M | $233M | $192M | |
| CapEx | $3M | $4M | $8M | $4M | $10M | $14M | $15M | $17M | $10M | $13M | $6M | $9M | |
| Investing Cash Flow | $2M | $64M | $-31M | $-32M | $11M | $-25M | $-95M | $-174M | $1M | $-21M | $-6M | $-16M | |
| Debt Issued | · | $0 | $0 | $488M | $296M | $100M | · | · | · | · | · | · | |
| Net Debt Issued | · | $0 | $0 | $488M | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $263M | $138M | $177M | $218M | $228M | $67M | $16M | $29M | $49M | $82M | $54M | $27M | |
| Net Stock Activity | $-263M | $-138M | $-177M | $-218M | $-228M | $-67M | $-16M | $-29M | $-49M | $-82M | $-54M | $-27M | |
| Dividends Paid | $105M | $185M | $98M | $98M | $106M | $208M | $109M | $107M | $102M | $205M | $105M | $105M | |
| Financing Cash Flow | $-238M | $-286M | $-243M | $-169M | $-249M | $-295M | $-153M | $-186M | $-177M | $-312M | $-170M | $-165M | |
| Net Change in Cash | $77M | $121M | $46M | $103M | $-71M | $59M | $92M | $-159M | $211M | $-68M | $57M | $11M | |
| Taxes Paid | $125M | $126M | $108M | $86M | $92M | $99M | $73M | $62M | $118M | $105M | $77M | $67M | |
| Free Cash Flow | $295M | $343M | $304M | $320M | $160M | $360M | $320M | $189M | $261M | $240M | $227M | $184M |
盈利能力
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 28.5% | 22.1% | 24.1% | 23.3% | 28.2% | 28.9% | 26.2% | 29.1% | 31.0% | 29.4% | 30.2% | 27.7% | |
| Net Margin | 22.4% | 16.4% | 18.6% | 16.6% | 20.8% | 22.5% | 20.5% | 19.4% | 26.4% | 18.3% | 18.3% | 17.4% | |
| Pretax Margin | 30.4% | 23.4% | 25.6% | 21.2% | 28.9% | 30.8% | 27.5% | 26.1% | 31.9% | 29.8% | 29.7% | 27.9% | |
| EBITDA Margin | 28.5% | 22.1% | 24.1% | 23.3% | 28.2% | 28.9% | 26.2% | 29.1% | 31.0% | 30.2% | 30.2% | 27.7% | |
| ROA | 18.7% | 12.8% | 14.5% | 11.9% | 13.2% | 16.6% | 15.9% | 15.9% | 24.4% | 17.8% | 14.6% | 13.1% | |
| ROE | 34.9% | 24.6% | 26.8% | 23.8% | 23.3% | 28.5% | 28.1% | 26.6% | 41.2% | 33.6% | 27.0% | 25.4% | |
| ROIC | 32.5% | 23.2% | 25.4% | 24.7% | 23.8% | 27.7% | 25.4% | 28.9% | 37.6% | 36.7% | 27.0% | 24.4% |
流动性与偿付能力
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.7 | 2.7 | 2.5 | 2.5 | 2.1 | 2.2 | 2.0 | 1.7 | 3.4 | 2.2 | 2.5 | 2.3 | |
| Quick Ratio | 1.9 | 1.7 | 1.3 | 1.5 | 1.1 | 1.4 | 1.4 | 1.2 | 2.9 | 1.7 | 2.2 | 1.9 |
效率
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.8 | 0.8 | 0.7 | 0.6 | 0.7 | 0.8 | 0.8 | 0.9 | 1.0 | 0.8 | 0.8 | |
| Receivables Turnover | · | · | · | 23.4 | 20.0 | 22.4 | 21.3 | 26.4 | 22.4 | 29.2 | 30.1 | 30.0 |
每股
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $23.98 | $20.55 | $19.19 | $16.86 | $13.89 | · | $13.64 | $11.71 | $11.32 | $11.54 | $9.22 | $8.53 | |
| Cash Flow / Share | $3.96 | $4.36 | $3.72 | $3.78 | $1.82 | · | $3.44 | $2.13 | $2.78 | $2.55 | $2.32 | $1.91 | |
| Dividend / Share | $1.33 | $2.21 | $1.11 | $1.08 | $1.08 | $2.08 | $1.08 | $1.06 | $1.00 | $2.00 | $1.00 | $1.00 | |
| Dividend Paid / Share | · | · | · | · | · | · | · | · | · | · | $1.00 | $1.00 | |
| EPS (TTM) | $5.13 | $3.23 | $3.40 | $2.65 | $2.75 | $3.23 | $2.69 | $2.18 | · | · | · | · |
增长率
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 10.3% | 1.4% | 11.3% | 11.2% | -10.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.6% | 7.9% | 3.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 4.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 58.8% | -5.0% | 28.3% | -3.6% | -14.9% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 24.6% | 5.5% | 1.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 9.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 50.3% | -10.3% | 24.8% | -11.4% | -17.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 19.0% | -0.24% | -2.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 4.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | -12.8% | · | · | · | · | · | · | · | · | · | · | · |
估值 (TTM)
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.80B | $1.63B | $1.61B | $1.45B | $1.30B | $1.45B | $1.33B | $1.14B | $1.10B | $1.14B | $927M | $859M | |
| Net Income TTM | $403M | $268M | $299M | $239M | $270M | $326M | $272M | $220M | $291M | $209M | $170M | $149M | |
| P/E | 10.2 | 12.7 | 10.0 | 13.7 | 13.7 | 8.9 | 12.1 | 12.2 | · | · | · | · | |
| Earnings Yield | 9.8% | 7.9% | 10.0% | 7.3% | 7.3% | 11.2% | 8.2% | 8.2% | · | · | · | · | |
| Payout Ratio | 26.0% | 68.9% | 32.8% | 40.9% | 39.1% | 63.7% | 40.1% | 48.5% | 34.8% | 98.4% | 61.6% | 70.2% | |
| Annual Payout | $105M | $185M | $98M | $98M | $106M | $208M | $109M | $107M | $102M | $205M | $105M | $105M |
损益表
| 指标 | 趋势 | 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 | $503M | $479M | $483M | $469M | $425M | $424M | $425M | $408M | $403M | $396M | $391M | $403M | $433M | $382M | $374M | $381M | |
| Operating Expenses | $370M | $353M | $347M | $340M | $308M | $292M | $314M | $297M | $362M | $298M | $289M | $301M | $335M | $297M | $310M | $284M | |
| Operating Income | $133M | $126M | $136M | $129M | $117M | $132M | $110M | $112M | $41M | $99M | $103M | $101M | $98M | $85M | $64M | $97M | |
| Other Non-op | $-22.0K | $-30.0K | $74.0K | $-48.0K | $-35.0K | $-27.0K | $54.0K | $16.0K | $-34.0K | $103.0K | $463.0K | $-8.0K | $-15.0K | $122.0K | $190.0K | $-38.0K | |
| Pretax Income | $144M | $130M | $140M | $140M | $131M | $136M | $112M | $123M | $43M | $104M | $117M | $101M | $101M | $92M | $75M | $89M | |
| Income Tax | $37M | $34M | $33M | $34M | $34M | $32M | $28M | $32M | $23M | $29M | $31M | $27M | $28M | $21M | $14M | $22M | |
| Net Income | $104M | $96M | $107M | $104M | $91M | $101M | $85M | $88M | $21M | $75M | $82M | $75M | $72M | $70M | $56M | $69M | |
| EPS (Basic) | $1.38 | $1.27 | $1.38 | $1.34 | $1.16 | $1.25 | $1.08 | $1.06 | $0.20 | $0.89 | $0.95 | $0.86 | $0.81 | $0.78 | $0.62 | $0.78 | |
| EPS (Diluted) | $1.38 | $1.27 | $1.38 | $1.34 | $1.16 | $1.25 | $1.08 | $1.06 | $0.20 | $0.89 | $0.95 | $0.86 | $0.81 | $0.78 | $0.62 | $0.78 | |
| Shares (Basic) | 71,944,000 | 72,648,000 | · | 74,057,000 | 75,064,000 | 77,541,000 | · | 78,690,000 | 80,026,000 | 80,709,000 | · | 83,710,000 | 84,930,000 | 84,875,000 | · | 84,531,000 | |
| Shares (Diluted) | 71,947,000 | 72,650,000 | · | 74,057,000 | 75,072,000 | 77,542,000 | · | 78,706,000 | 80,026,000 | 80,710,000 | · | 83,710,000 | 84,939,000 | 84,875,000 | · | 84,536,000 | |
| EBITDA | $133M | $126M | · | $129M | $117M | $132M | · | $112M | $41M | $99M | · | $101M | $98M | · | · | $97M |
资产负债表
| 指标 | 趋势 | 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 | $302M | $514M | $583M | $506M | $371M | $388M | $504M | $375M | $307M | $360M | $383M | $377M | $343M | $324M | $337M | $305M | |
| Receivables | · | · | · | · | · | · | · | · | · | · | · | · | · | $75M | · | $49M | |
| Prepaid Expense | $43M | $37M | $37M | $41M | $35M | $32M | $29M | $34M | $38M | $34M | · | $26M | $29M | $31M | · | $26M | |
| Other Current Assets | $13M | $13M | $13M | $11M | $16M | $2M | $5M | $6M | $6M | $6M | · | $6M | $6M | $7M | · | $41M | |
| Current Assets | $661M | $789M | $864M | $802M | $761M | $679M | $781M | $723M | $613M | $720M | · | $712M | $694M | $636M | · | $630M | |
| PP&E (Net) | $26M | $28M | $25M | $27M | $23M | $24M | $26M | $28M | $32M | $29M | · | $31M | $31M | $33M | · | $38M | |
| PP&E (Gross) | · | · | $112M | · | · | · | $144M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $89M | $87M | $87M | $102M | $124M | $121M | $118M | $122M | $122M | $121M | · | $117M | $120M | $117M | · | $115M | |
| Goodwill | $1.08B | $849M | $852M | $861M | $865M | $809M | $805M | $814M | $806M | $806M | · | $802M | $807M | $803M | · | $775M | |
| Intangibles | $422M | $325M | $332M | $335M | $342M | $330M | $328M | $343M | $336M | $404M | · | $402M | $415M | $411M | · | $407M | |
| Other Non-current Assets | $50M | $64M | $61M | $55M | $59M | $61M | $40M | $40M | $32M | $33M | · | $33M | $31M | $32M | · | $30M | |
| Total Assets | $2.33B | $2.14B | $2.23B | $2.18B | $2.15B | $2.00B | $2.08B | $2.04B | $1.91B | $2.09B | · | $2.08B | $2.06B | $2.00B | · | $1.97B | |
| Current Liabilities | $255M | $241M | $314M | $256M | $226M | $223M | $289M | $263M | $223M | $212M | · | $256M | $234M | $212M | · | $239M | |
| Capital Leases | $83M | $83M | $88M | $94M | $95M | $94M | $97M | $84M | $86M | $90M | · | $96M | $73M | $77M | · | $88M | |
| Deferred Tax | $183M | $184M | $184M | $193M | $172M | $172M | $171M | $176M | $181M | $189M | · | $177M | $180M | $181M | · | $189M | |
| Other Non-current Liabilities | $64M | $24M | $31M | $40M | $33M | $21M | $29M | $29M | $25M | $28M | · | $34M | $32M | $35M | · | $33M | |
| Total Liabilities | $933M | $881M | $966M | $931M | $874M | $859M | $934M | $901M | $864M | $866M | · | $910M | $868M | $853M | · | $947M | |
| Long-term Debt | $348M | $348M | $348M | $348M | $348M | $348M | $348M | $348M | $348M | $348M | · | $348M | $348M | $348M | · | $398M | |
| Paid-in Capital | $8M | · | · | $6.0K | $6.0K | · | · | $0 | $0 | $0 | · | $15.0K | · | · | · | · | |
| Retained Earnings | $1.67B | $1.59B | $1.53B | $1.46B | $1.38B | $1.32B | $1.26B | $1.21B | $1.15B | $1.23B | · | $1.15B | $1.10B | $1.05B | · | $1.00B | |
| Treasury Stock | $974M | $930M | $873M | $807M | $807M | $742M | $633M | $623M | $596M | $548M | · | $473M | $404M | $360M | · | $377M | |
| AOCI | $-2M | $-2M | $6M | $5M | $16M | $-17M | $-32M | $888.0K | $-25M | $-25M | · | $-43M | $-22M | $-36M | · | $-87M | |
| Stockholders' Equity | $1.25B | $1.20B | $1.20B | $1.19B | $1.11B | $1.08B | $1.10B | $1.08B | $1.02B | $1.15B | $1.13B | $1.10B | $1.13B | $1.11B | $1.05B | $971M | |
| Liabilities + Equity | $2.33B | $2.14B | $2.23B | $2.18B | $2.15B | $2.00B | $2.08B | $2.04B | $1.91B | $2.09B | · | $2.08B | $2.06B | $2.00B | · | $1.97B |
现金流
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $6M | $12M | $6M | $6M | $6M | $11M | $6M | $6M | $6M | $10M | $7M | $7M | $9M | $11M | $7M | $9M | |
| Deferred Tax | $-2M | $1M | $-9M | $21M | $-1M | $531.0K | $-4M | $-7M | $-7M | $3M | $8M | $-3M | $-1M | $-93.0K | $-12M | $-5M | |
| Amort. of Intangibles | $6M | $3M | $3M | $4M | $4M | $3M | $3M | $3M | $3M | $3M | · | · | $3M | $3M | $3M | $3M | |
| Operating Cash Flow | $81M | $29M | $161M | $103M | $19M | $14M | $127M | $117M | $89M | $14M | $130M | $106M | $71M | $5M | $132M | $112M | |
| CapEx | $1M | $5M | $-426.0K | $1M | $786.0K | $972.0K | $505.0K | $-3M | $6M | $569.0K | $2M | $2M | $3M | $739.0K | $278.0K | $1M | |
| Investing Cash Flow | $-216M | $1M | $14M | $5M | $-16M | $-2M | $41M | $-8M | $4M | $28M | $-39M | $1M | $5M | $2M | $-31M | $-1M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | $0 | $0 | |
| Stock Repurchased | $64M | $65M | $77M | $21.0K | $66M | $120M | $23M | $29M | $46M | $39M | $65M | $64M | $41M | $7M | $7M | $7M | |
| Net Stock Activity | · | $-65M | · | · | · | $-120M | · | · | · | $-39M | · | · | · | · | · | · | |
| Dividends Paid | $29M | $26M | $26M | $26M | $27M | $25M | $25M | $26M | $110M | $24M | $24M | $25M | $25M | $24M | $24M | $24M | |
| Financing Cash Flow | $-77M | $-97M | $-98M | $30M | $-32M | $-138M | $-26M | $-52M | $-145M | $-64M | $-91M | $-68M | $-61M | $-22M | $-79M | $-43M | |
| Net Change in Cash | $-212M | $-70M | $78M | $135M | $-17M | $-120M | $129M | $68M | $-53M | $-23M | $6M | $34M | $19M | $-13M | $33M | $55M | |
| Free Cash Flow | · | $24M | · | · | · | $13M | · | · | · | $13M | · | · | · | · | · | · |
盈利能力
| 指标 | 趋势 | 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 | 26.4% | 26.4% | · | 27.6% | 27.6% | 31.1% | · | 27.4% | 10.1% | 24.9% | · | 25.2% | 22.7% | · | · | 25.4% | |
| Net Margin | 20.8% | 20.1% | · | 22.2% | 21.4% | 23.9% | · | 21.4% | 5.2% | 18.9% | · | 18.6% | 16.7% | · | · | 18.2% | |
| Pretax Margin | 28.6% | 27.1% | · | 29.9% | 30.8% | 32.1% | · | 30.0% | 10.6% | 26.2% | · | 25.1% | 23.2% | · | · | 23.4% | |
| EBITDA Margin | 26.4% | 26.4% | · | 27.6% | 27.6% | 31.1% | · | 27.4% | 10.1% | 24.9% | · | 25.2% | 22.7% | · | · | 25.4% | |
| ROA | 4.7% | 4.7% | · | 4.9% | 4.5% | 5.0% | · | 4.2% | 1.1% | 3.7% | · | 3.7% | 3.6% | · | · | 3.5% | |
| ROE | 8.8% | 8.5% | · | 9.2% | 8.5% | 9.1% | · | 8.0% | 2.0% | 6.7% | · | 7.2% | 6.9% | 6.4% | · | 6.4% | |
| ROIC | 7.9% | 7.8% | · | 8.2% | 7.8% | 9.3% | · | 7.6% | 1.8% | 6.2% | · | 6.8% | 6.3% | · | · | 7.5% |
流动性与偿付能力
| 指标 | 趋势 | 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 | 2.6 | 3.3 | · | 3.1 | 3.4 | 3.0 | · | 2.7 | 2.7 | 3.4 | · | 2.8 | 3.0 | · | · | 2.6 | |
| Quick Ratio | 1.2 | 2.1 | · | 2.0 | 1.6 | 1.7 | · | 1.4 | 1.4 | 1.7 | · | 1.5 | 1.5 | · | · | 1.5 |
效率
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | · | · | 0.2 | |
| Receivables Turnover | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 6.6 |
每股
| 指标 | 趋势 | 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 / Share | $6.99 | $6.59 | · | $6.34 | $5.66 | $5.46 | · | $5.19 | $5.03 | $4.91 | · | $4.81 | $5.10 | · | · | $4.52 | |
| Cash Flow / Share | · | $0.40 | · | · | · | $0.18 | · | · | · | $0.17 | · | · | · | · | · | · | |
| Dividend / Share | $0.38 | $0.34 | $0.34 | $0.34 | $0.34 | $0.31 | $0.31 | $0.31 | $1.31 | $0.28 | $0.28 | $0.28 | $0.28 | $0.27 | $0.27 | $0.27 | |
| EPS (TTM) | $5.37 | $5.15 | · | $4.83 | $4.55 | $3.59 | · | $3.10 | $2.90 | $3.51 | · | $3.07 | $2.99 | $2.82 | · | $2.74 |
估值 (TTM)
| 指标 | 趋势 | 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 | $1.93B | $1.86B | · | $1.74B | $1.68B | $1.66B | · | $1.60B | $1.59B | $1.62B | · | $1.59B | $1.57B | $1.50B | · | $1.39B | |
| Net Income TTM | $412M | $399M | · | $381M | $364M | $294M | · | $266M | $253M | $304M | · | $273M | $268M | $253M | · | $252M | |
| P/E | 10.3 | 11.0 | · | 10.8 | 9.7 | 11.4 | · | 11.9 | 11.3 | 10.3 | · | 11.0 | 12.0 | 14.2 | · | 12.1 | |
| Earnings Yield | 9.7% | 9.1% | · | 9.3% | 10.3% | 8.8% | · | 8.4% | 8.8% | 9.7% | · | 9.1% | 8.3% | 7.0% | · | 8.3% | |
| Payout Ratio | · | 26.9% | · | · | · | 25.0% | · | · | · | 31.6% | · | · | · | · | · | · | |
| Annual Payout | $107M | $106M | · | $104M | $103M | $186M | · | $184M | $183M | $98M | · | $98M | $98M | $97M | · | $100M |
最近期在左侧 · 空值显示为 ·
财务报表 损益表、资产负债表、现金流量表 — 年度，近5年
| 指标 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 收入 | $1.80B | $1.63B | $1.61B | $1.45B | $1.30B |
| 营业利润率 % | 28.5% | 22.1% | 24.1% | 23.3% | 28.2% |
| 净收入 | $403M | $268M | $299M | $239M | $270M |
| 稀释后每股收益 (EPS) | $5.13 | $3.23 | $3.40 | $2.65 | $2.75 |
| 指标 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 流动比率 | 2.7 | 2.7 | 2.5 | 2.5 | 2.1 |
| 速动比率 | 1.9 | 1.7 | 1.3 | 1.5 | 1.1 |
| 指标 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 自由现金流 | $295M | $343M | $304M | $320M | $160M |
机构持有人 (13F) 413 家申报者 · $4.0B 总计 · 截至 2026年9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。
持有人
413
持有价值
$4.0B
新仓位
42
已退出持仓
48
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 (-32 与上一季度对比) | 48 (+12 与上一季度对比) | 126 (-13 与上一季度对比) | 138 (+19 与上一季度对比) | +3.4M |
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 | $429345164 | 8245538 | 10.83% | 股份 |
| BlackRock, Inc. | $333744946 | 6043914 | 8.42% | 股份 |
| FMR LLC | $257540523 | 4663900 | 6.50% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $242816421 | 4397255 | 6.13% | 股份 |
| Schneider Downs Wealth Management Advisors, LP | $196118138 | 3551578 | 4.95% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $176402333 | 3194537 | 4.45% | 股份 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $147441635 | 2670077 | 3.72% | 股份 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $146164137 | 2646942 | 3.69% | 股份 |
| Invesco Ltd. | $139323924 | 2523070 | 3.52% | 股份 |
| AQR CAPITAL MANAGEMENT LLC | $135893406 | 2460945 | 3.43% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $125094584 | 2265174 | 3.16% | 股份 |
| STATE STREET CORP | $102283399 | 1852289 | 2.58% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $93491595 | 1692774 | 2.36% | 股份 |
| Allianz Asset Management GmbH | $84759278 | 1534938 | 2.14% | 股份 |
| FIRST TRUST ADVISORS LP | $66172758 | 1198348 | 1.67% | 股份 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $64838164 | 1174179 | 1.64% | 股份 |
| VICTORY CAPITAL MANAGEMENT INC | $63566172 | 1151144 | 1.60% | 股份 |
| Woodline Partners LP | $59112403 | 1070489 | 1.49% | 股份 |
| CITADEL ADVISORS LLC | $54266075 | 982725 | 1.37% | 股份 |
| GOLDMAN SACHS GROUP INC | $48547946 | 879173 | 1.22% | 股份 |
| MORGAN STANLEY | $48008670 | 869406 | 1.21% | 股份 |
| Bank of New York Mellon Corp | $34114658 | 617795 | 0.86% | 股份 |
| JUPITER ASSET MANAGEMENT LTD | $32163055 | 582453 | 0.81% | 股份 |
| ALLIANCEBERNSTEIN L.P. | $30930825 | 545421 | 0.78% | 股份 |
| SPROTT INC. | $28376730 | 513885 | 0.72% | 股份 |
| Kestra Advisory Services, LLC | $26084650 | 472377 | 0.66% | 股份 |
| BANK OF AMERICA CORP /DE/ | $25435605 | 460623 | 0.64% | 股份 |
| NORTHERN TRUST CORP | $24905601 | 451025 | 0.63% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $24763685 | 448455 | 0.62% | 股份 |
| AMERIPRISE FINANCIAL INC | $24244233 | 438986 | 0.61% | 股份 |
| FOUNDATION RESOURCE MANAGEMENT INC | $20990084 | 380117 | 0.53% | 股份 |
| HighTower Advisors, LLC | $20809209 | 376842 | 0.53% | 股份 |
| RENAISSANCE TECHNOLOGIES LLC | $18183946 | 329300 | 0.46% | 股份 |
| ROYCE & ASSOCIATES LP | $16826583 | 304719 | 0.42% | 股份 |
| UBS Group AG | $16692785 | 302296 | 0.42% | 股份 |
| TWO SIGMA ADVISERS, LP | $16066615 | 308558 | 0.41% | 股份 |
| ALPS ADVISORS INC | $15091350 | 273295 | 0.38% | 股份 |
| JPMORGAN CHASE & CO | $14622074 | 255507 | 0.37% | 股份 |
| MERCER GLOBAL ADVISORS INC /ADV | $13852812 | 250866 | 0.35% | 股份 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $13604551 | 246370 | 0.34% | 股份 |
| AXA Investment Managers S.A. | $13353799 | 257150 | 0.34% | 股份 |
| FRANKLIN RESOURCES INC | $11471845 | 207748 | 0.29% | 股份 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $10577888 | 191559 | 0.27% | 股份 |
| AMERICAN CENTURY COMPANIES INC | $9285353 | 168152 | 0.23% | 股份 |
| Brandywine Global Investment Management, LLC | $9244143 | 177533 | 0.23% | 股份 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $9232067 | 167187 | 0.23% | 股份 |
| PRINCIPAL FINANCIAL GROUP INC | $9036753 | 163650 | 0.23% | 股份 |
| Cambria Investment Management, L.P. | $8955193 | 162173 | 0.23% | 股份 |
| Interval Partners, LP | $8798313 | 159332 | 0.22% | 股份 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $8766572 | 155298 | 0.22% | 股份 |
激进投资者及 5%+ 股东 2 持仓
提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权，意图影响发行人（激进股东持股、董事会活动、并购）。每一行显示该申报人持仓的最新已知状态。
| 申报人 | 已申报 | 持股 | 状态 | 目的 | 申报 |
|---|---|---|---|---|---|
| Federated Hermes, Inc., Voting Shares Irrevocable Trust, Thomas R. Donahue, Ann C. Donahue, J. Christopher Donahue ×2 申报 | 2025年10月28日 | 19.32% | 初始申报 | 被动投资 | SEC |
| Federated Investors, Inc., Voting Shares Irrevocable Trust, John F. Donahue., Rhodora J. Donahue, J. Christopher Donahue. | 2004年9月30日 | · | 初始申报 | 被动投资 | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
公司内部人士 28 位内幕人士 · 13 位高管 · 8 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 |
|---|---|---|---|---|---|---|
| DONAHUE J CHRISTOPHER | Chairman, President & CEO | 2026年3月5日 A | 479192 | 0 | 0 | $0 |
| Thomas R Donahue | VP, CFO & Treasurer | 2026年5月18日 G | 560292 | 0 | 1 | $-1713000 |
| Arthur L Cherry | President Federated Svcs Comp | 2004年2月12日 M | 618243 | 0 | 0 | $0 |
| Peter J Germain | EVP, CLO & Sec. | 2026年8月20日 S | 207059 | 0 | 5 | $-1184132 |
| Stephen Van Meter | VP, Chief Compliance Officer | 2026年6月23日 S | 31207 | 0 | 3 | $-159463 |
| Paul A Uhlman | Vice President | 2026年6月16日 S | 296821 | 0 | 6 | $-5462103 |
| Bryan M Burke | Vice President | 2026年5月7日 S | 74921 | 0 | 1 | $-216800 |
| Theodore W Zierden III | Vice President | 2026年3月5日 A | 160750 | 0 | 1 | $-178013 |
| Dolores D Dudiak | Vice President | 2026年3月5日 A | 85540 | 0 | 2 | $-309022 |
| Richard A Novak | Principal Accounting Officer | 2026年3月5日 A | 45209 | 0 | 3 | $-882242 |
| John B Fisher | Vice President | 2025年11月19日 S | 463615 | 0 | 1 | $-365631 |
| Gordon J Ceresino | Vice Chairman | 2024年4月8日 G | 34742 | 0 | 0 | $0 |
| Eugene F Maloney | Executive Vice President | 2018年11月2日 S | 25721 | 0 | 0 | $0 |
| Karen Hanlon | 董事 | 2026年5月1日 A | 6800 | 0 | 0 | $0 |
| Marie Milie Jones | 董事 | 2026年5月1日 A | 27950 | 0 | 0 | $0 |
| Joseph C Bartolacci | 董事 | 2026年5月1日 A | 22450 | 0 | 0 | $0 |
| Michael J Farrell | 董事 | 2024年4月26日 A | 52050 | 0 | 0 | $0 |
| Saker Anwar Nusseibeh | · | 2026年8月4日 S | 144246 | 0 | 9 | $-2565829 |
| John W Mcgonigle | · | 2017年6月7日 G | 234833 | 0 | 0 | $0 |
| Thomas E Territ | · | 2016年8月2日 S | 378847 | 0 | 0 | $0 |
| David M Kelly | · | 2016年4月29日 A | 33300 | 0 | 0 | $0 |
| Brian P Bouda | · | 2015年3月6日 A | 31908 | 0 | 0 | $0 |
| DONAHUE JOHN F | · | 2014年9月25日 S | 458385 | 0 | 0 | $0 |
| Edward G Oconnor | · | 2013年4月25日 A | 7044 | 0 | 0 | $0 |
| Denis Mcauley III | · | 2012年3月2日 A | 44049 | 0 | 0 | $0 |
| James L Murdy | · | 2010年9月29日 S | 8350 | 0 | 0 | $0 |
| James F Getz | · | 2006年3月3日 S | 495231 | 0 | 0 | $0 |
| Keith M Schappert | · | 2005年3月4日 A | 52067 | 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 53 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 |
|---|---|---|---|---|
| AZTD · Tidal Trust I | 2.10% | 13244 NS | 2026年7月31日 | N-PORT |
| GRPM · Invesco Exchange-Traded Fund Trust | 1.24% | 110120 SH | 2026年10月2日 | 每日 |
| XMLV · Invesco Exchange-Traded Fund Trus... | 1.06% | 130540 SH | 2026年10月2日 | 每日 |
| SYLD · Cambria ETF Trust | 0.99% | 163541 NS | 2026年7月31日 | N-PORT |
| XMVM · Invesco Exchange-Traded Fund Trust | 0.87% | 77790 SH | 2026年10月2日 | 每日 |
| PFI · Invesco Exchange-Traded Fund Trust | 0.82% | 8138 SH | 2026年10月2日 | 每日 |
| RFG · Invesco Exchange-Traded Fund Trust | 0.78% | 46424 SH | 2026年10月2日 | 每日 |
| XMHQ · Invesco Exchange-Traded Fund Trust | 0.69% | 664468 SH | 2026年10月2日 | 每日 |
| FNY · First Trust Exchange-Traded Alpha... | 0.52% | 49865 NS | 2026年7月31日 | N-PORT |
| ROSC · Lattice Strategies Trust | 0.46% | 4750 NS | 2026年7月31日 | N-PORT |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0.40% | 43516 NS | 2026年7月31日 | N-PORT |
| PAMC · Pacer Funds Trust | 0.24% | 2115 NS | 2026年7月31日 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0.22% | 33038 NS | 2026年7月31日 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.21% | 71460 SH | 2026年8月19日 | 每日 |
| BKSE · BNY Mellon ETF Trust | 0.19% | 2742 NS | 2026年7月31日 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund ... | 0.18% | 20586 NS | 2026年7月31日 | N-PORT |
| FNX · First Trust Exchange-Traded Alpha... | 0.16% | 37307 NS | 2026年7月31日 | N-PORT |
| FAD · First Trust Exchange-Traded Alpha... | 0.16% | 14974 NS | 2026年7月31日 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.15% | 62907 NS | 2026年7月31日 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trus... | 0.14% | 10033 SH | 2026年10月2日 | 每日 |
| PTMC · Pacer Funds Trust | 0.12% | 7965 NS | 2026年7月31日 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.11% | 116853 SH | 2026年8月19日 | 每日 |
| DFAS · Dimensional ETF Trust | 0.10% | 267416 NS | 2026年7月31日 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.09% | 1063 NS | 2026年7月31日 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.08% | 1049608 SH | 2026年8月19日 | 每日 |
| RWK · Invesco Exchange-Traded Fund Trus... | 0.07% | 16635 SH | 2026年10月2日 | 每日 |
| ISCG · iShares Trust | 0.06% | 8802 SH | 2026年9月11日 | 每日 |
| DXUV · Dimensional ETF Trust | 0.05% | 4606 NS | 2026年7月31日 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.05% | 830851 SH | 2026年8月19日 | 每日 |
| VB · VANGUARD INDEX FUNDS | 0.05% | 1654576 SH | 2026年8月19日 | 每日 |
| VFH · VANGUARD WORLD FUND | 0.05% | 117251 SH | 2026年8月19日 | 每日 |
| FNCL · FIDELITY COVINGTON TRUST | 0.05% | 19225 NS | 2026年7月31日 | N-PORT |
| WSML · iShares Trust | 0.04% | 4864 SH | 2026年9月11日 | 每日 |
| TILT · FlexShares Trust | 0.04% | 15010 NS | 2026年7月31日 | N-PORT |
| SMDX · Tidal Trust III | 0.03% | 637 NS | 2026年7月31日 | N-PORT |
| DIVB · iShares Trust | 0.03% | 9165 SH | 2026年9月11日 | 每日 |
| DFAC · Dimensional ETF Trust | 0.02% | 182013 NS | 2026年7月31日 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.02% | 8597 NS | 2026年7月31日 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.02% | 9901 NS | 2026年7月31日 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.01% | 22695 SH | 2026年10月2日 | 每日 |
| IUSG · iShares Trust | 0.01% | 66117 SH | 2026年9月11日 | 每日 |
| DFAU · Dimensional ETF Trust | 0.01% | 23780 NS | 2026年7月31日 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 2289446 SH | 2026年8月19日 | 每日 |
| DFUS · Dimensional ETF Trust | 0.01% | 22764 NS | 2026年7月31日 | N-PORT |
| ITOT · iShares Trust | 0.01% | 101108 SH | 2026年9月11日 | 每日 |
| DFUV · Dimensional ETF Trust | 0.00% | 7968 NS | 2026年7月31日 | N-PORT |
| IJH · iShares Trust | · | 2539318 SH | 2026年9月11日 | 每日 |
| IJK · iShares Trust | · | 420001 SH | 2026年9月11日 | 每日 |
| XJH · iShares Trust | · | 9920 SH | 2026年9月8日 | 每日 |
| ISCB · iShares Trust | · | 3478 SH | 2026年9月11日 | 每日 |
| ISCV · iShares Trust | · | 11646 SH | 2026年9月11日 | 每日 |
| SMLF · iShares Trust | · | 93167 SH | 2026年9月11日 | 每日 |
| SMMV · iShares Trust | · | 4441 SH | 2026年9月1日 | 每日 |
FHI 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
评级 · 15 位分析师
持有
中位数目标
$62.00
+10.6%
0 0.0%
强烈买入
1 6.7%
买入
8 53.3%
持有
5 33.3%
卖出
1 6.7%
强烈卖出
12个月价格目标
7 位分析师 · 2026-09-30平均目标 $61.00 +8.8%
现在
当前价格 $56.07
最低$55.00
平均值$61.00
最高$64.00
同行比较（GICS 子行业） 关键指标与行业同行对比
财年依据，价格截至各公司上一个财年末收盘价。
交易信号 近期买入/卖出信号，包含入场价和风险/回报比
目前没有公开信号 — 没有卡片被填写，这是诚实的。
我的指标 您的个人关注列表 — 来自完整基本面的选定行
选择对您重要的指标 — 点击上方完整基本面中任意行的 + 号。
您的选择已保存，并会跟随您浏览所有股票。
来源：SEC 10-Q 于 七月 31, 2026 申报