HURN Huron Consulting Group Inc. - Common Stock
关于 Huron Consulting Group Inc. - Common Stock 公司概况(来自维基百科)
Huron Consulting Group, commonly known as Huron, is an American management consulting company headquartered in Chicago, Illinois. The firm provides consulting and digital services to clients in the healthcare, life sciences, commercial, and higher education industries.
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Huron Consulting Group, commonly known as Huron, is an American management consulting company headquartered in Chicago, Illinois. The firm provides consulting and digital services to clients in the healthcare, life sciences, commercial, and higher education industries.
History
Huron was founded in May 2002 in Chicago, Illinois, by a group of former employees of Arthur Andersen in the wake of that firm's high-profile collapse. The firm's headquarters remain in Chicago and it has 25 global locations across North America, Europe and Asia Pacific.
In May 2004, Huron filed a registration statement with the Securities and Exchange Commission (SEC) relating to the initial public offering of its common stock. Huron Consulting Group Inc., the holding company, became a public company trading common stock on the NASDAQ Global Select Market exchange under the ticker "HURN" in October 2004.
In 2010, Huron acquired Click Commerce, a supplier of software-based applications and professional services to academic medical centers and research institutions. Terms of the acquisition were not disclosed.
In September 2013, Huron acquired Blue Stone International, LLC, a provider of Oracle Corporation professional services. Under the terms of the agreement, Huron acquired the assets of Blue Stone for $30 million in cash.
Huron acquired three other companies in 2014, Threshold Consulting, Inc., a consulting firm that provides customer relationship management consulting, cloud-based software as a service applications, business intelligence tools and data warehousing; Vonlay, LLC, a healthcare technology consulting firm; and The Frankel Group Associates LLC, a life sciences consulting firm.
In 2015, Huron acquired a number of other companies: the India affiliate of Rittman Mead Consulting Ltd., Rittman Mead India, a data and analytics consulting firm that specializes in the implementation of enterprise performance management and analytics systems; Cloud62, a firm specializing in complex Salesforce.com implementations and related cloud-based applications Studer Group, a professional services firm that consults with healthcare providers on clinical outcomes and financial results;, and Sky Analytics, a Massachusetts-based provider of legal software for corporate law departments.
In February 2016 Huron acquired MyRounding, a firm specializing in digital health products. In May 2016, Huron acquired ADI Strategies, Inc., an enterprise performance management and business intelligence firm, while in July of that year Huron acquired Healthcare Services Management, Inc. (HSM), a healthcare information technology consultant.
In January 2017, Huron acquired Pope Woodhead & Associates, a UK-based life sciences firm.
Huron launched a college athletics business in 2020, consulting schools on finance, budgeting, conference realignment and fundraising.
In January 2022, Huron acquired AIMDATA, LLC, an enterprise information data consulting firm who specialize in Boomi.
Controversies
In 2009, the U.S. Securities and Exchange Commission (SEC) announced an investigation in Huron for a series of major accounting errors dating over several years. Six related shareholder class-action lawsuits were also filed against the company. On July 31, 2009, Huron announced that the company would restate its financial statements for 2006, 2007, 2008, and first quarter 2009. The chairman of the board and CEO Gary Holdren, CFO Gary Burge, and Chief Accounting Officer Wayne Lipski all resigned.
In 2010, Huron reached a settlement in its shareholder lawsuits in return for a payment of $38m. On July 19, 2012, Huron announced it had reached a final settlement with the SEC resolving the previously disclosed SEC investigation into the Company's August 2009 restatement of its financial statements for the years ended 2006, 2007 and 2008 and the first quarter of 2009. The Company agreed to the settlement without admitting or denying the SEC's findings, but also agreed to pay a $1m civil fine.
Huron's role in higher education restructuring has attracted criticism. The company advocates for using post-Hurricane Katrina dispossessions as a model for how universities should operate, in the form of staff and faculty layoffs, program closures, salary reductions, and hiring freezes. Peter Stokes, Managing Director of Huron's Higher Education Practice, has argued that higher education institutions should align their curriculums with corporate needs.
Huron's austerity-based recommendations led to major layoffs and the termination of many non-STEM programs at the University of Wisconsin in 2017, the University of New Hampshire in 2019, and the New School in 2022. In 2023, faculty at West Virginia University stated that Huron had provided "ill-informed consulting and faulty data" which contributed to the institution's major budget shortfall, debt crisis, and program cuts.
== References ==
来源:维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗
HURN 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
HURN 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
估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜?
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)
财务健康 债务、流动性、偿付能力 — 资产负债表强度
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)
资本效率 资产周转率、库存周转率、应收账款周转率
HURN 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
- 强烈买入 5 45.5%
- 买入 5 45.5%
- 持有 1 9.1%
- 卖出 0 0.0%
- 强烈卖出 0 0.0%
12个月价格目标
4 位分析师 · 2026-08-17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
| 期间 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|
| 2026年6月30日 | $2.46 | $2.22 | 0.24% |
| 2026年3月31日 | $1.73 | $1.64 | 0.09% |
| 2025年12月31日 | $2.17 | $1.99 | 0.18% |
| 2025年9月30日 | $2.10 | $1.91 | 0.19% |
| 2025年6月30日 | $1.89 | $1.83 | 0.06% |
| 2025年3月31日 | $1.68 | $1.18 | 0.50% |
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 |
|---|---|---|---|---|---|---|
| HURN | — | 29.6 | 11.7% | 6.2% | 20.9% | — |
| AMTM | $6.32B | 96.1 | 71.6% | 0.46% | 1.5% | — |
| FCN | $5.27B | 20.7 | 2.4% | 7.1% | 14.9% | 32.1% |
| EXPO | — | 33.9 | 4.2% | 18.2% | 25.9% | — |
| CBZ | $2.74B | 27.6 | 52.1% | 4.2% | — | 12.9% |
| 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% | — |
| BKSY | — | -9.0 | 4.4% | — | — | — |
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 14
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.70B | $1.52B | $1.40B | $1.16B | $927M | $871M | $965M | $878M | $808M | $798M | $769M | $702M | |
| Cost of Revenue | · | · | · | · | $662M | $625M | $670M | $609M | $455M | $524M | $489M | $463M | |
| SG&A Expense | $318M | $287M | $258M | $210M | $178M | $171M | $203M | $181M | $175M | $160M | $158M | $133M | |
| Operating Expenses | $1.52B | $1.35B | $1.27B | $1.06B | $874M | $900M | $232M | $217M | $474M | $199M | $177M | $150M | |
| Operating Income | $179M | $169M | $125M | $100M | $53M | $-29M | $64M | $52M | $-207M | $74M | $103M | $88M | |
| Other Non-op | $-9M | $11M | $-22M | $21M | $35M | $4M | $4M | $-8M | $4M | $1M | $-2M | $400.0K | |
| Pretax Income | $135M | $154M | $84M | $109M | $80M | $-34M | $52M | $25M | $-223M | $59M | $84M | $80M | |
| Income Tax | $30M | $37M | $21M | $33M | $17M | $-10M | $11M | $11M | $-52M | $20M | $22M | $33M | |
| Net Income | $105M | $117M | $62M | $76M | $63M | $-24M | $42M | $14M | $-170M | $38M | $59M | $79M | |
| EPS (Basic) | $6.02 | $6.52 | $3.32 | $3.73 | $2.94 | $-1.09 | $1.90 | $0.63 | $-7.93 | $1.78 | $2.67 | $3.52 | |
| EPS (Diluted) | $5.84 | $6.27 | $3.19 | $3.64 | $2.89 | $-1.09 | $1.85 | $0.62 | $-7.93 | $1.76 | $2.61 | $3.45 | |
| Shares (Basic) | 17,445,000 | 17,894,000 | 18,832,000 | 20,249,000 | 21,439,000 | 21,882,000 | 21,993,000 | 21,706,000 | 21,439,000 | 21,084,000 | 22,136,000 | 22,431,000 | |
| Shares (Diluted) | 17,991,000 | 18,613,000 | 19,601,000 | 20,746,000 | 21,809,000 | 21,882,000 | 22,507,000 | 22,058,000 | 21,439,000 | 21,424,000 | 22,600,000 | 22,925,000 | |
| EBITDA | $211M | $194M | $150M | $127M | $79M | $1M | $98M | $91M | $-157M | $121M | $162M | $154M |
资产负债表 24
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $25M | $22M | $12M | $12M | $21M | $67M | $12M | $33M | $17M | $17M | $58M | $257M | |
| Receivables | $187M | $198M | $163M | $148M | $122M | $88M | $117M | $110M | $102M | $94M | $85M | $76M | |
| Prepaid Expense | $34M | $28M | $28M | $26M | $15M | $17M | $14M | $14M | $11M | $13M | $28M | · | |
| Current Assets | $449M | $409M | $400M | $328M | $258M | $231M | $225M | $233M | $191M | $180M | $228M | $486M | |
| PP&E (Net) | $23M | $22M | $24M | $26M | $31M | $29M | $38M | $40M | $46M | $32M | $29M | $31M | |
| PP&E (Gross) | $71M | $75M | $84M | $84M | $94M | $90M | $119M | $123M | $116M | $100M | $94M | $124M | |
| Accum. Depreciation | $47M | $53M | $61M | $58M | $63M | $61M | $80M | $83M | $70M | $68M | $65M | $93M | |
| Goodwill | $787M | $679M | $626M | $625M | $621M | $594M | $647M | $645M | $646M | $800M | $751M | $515M | |
| Intangibles | $73M | $26M | $18M | $23M | $32M | $20M | $32M | $48M | $72M | $81M | $95M | $22M | |
| Other Non-current Assets | $135M | $117M | $92M | $73M | $68M | $62M | $52M | $31M | $25M | $25M | $21M | $20M | |
| Total Assets | $1.53B | $1.34B | $1.26B | $1.20B | $1.12B | $1.05B | $1.10B | $1.05B | $1.04B | $1.15B | $1.16B | $1.16B | |
| Accounts Payable | $12M | $12M | $10M | $14M | $14M | $648.0K | $8M | $10M | $9M | $7M | $7M | $11M | |
| Accrued Liabilities | $38M | $27M | $33M | $27M | $23M | $15M | $19M | $17M | $20M | $20M | $24M | $17M | |
| Current Liabilities | $383M | $339M | $303M | $246M | $205M | $187M | $205M | $418M | $139M | $136M | $131M | $176M | |
| Capital Leases | $24M | $30M | $39M | $46M | $54M | $62M | $69M | $0 | · | · | · | · | |
| Deferred Tax | $37M | $28M | $28M | $32M | $12M | $428.0K | $8M | $732.0K | $1M | $36M | $35M | $27M | |
| Long-term Debt | $510M | $357M | $324M | $290M | $233M | $203M | $209M | $297M | $343M | $292M | $307M | $357M | |
| Total Debt | $510M | $357M | $324M | $290M | $233M | $203M | $209M | $297M | $343M | $292M | $312M | $357M | |
| Common Stock | $205.0K | $208.0K | $212.0K | $223.0K | $239.0K | $246.0K | $247.0K | $244.0K | $241.0K | $235.0K | $241.0K | $241.0K | |
| Retained Earnings | $637M | $532M | $415M | $353M | $277M | $214M | $238M | $196M | $180M | $351M | $314M | $255M | |
| Treasury Stock | $190M | $160M | $142M | $138M | $136M | $130M | $128M | $125M | $122M | $113M | $104M | $94M | |
| AOCI | $-6M | $12M | $23M | $18M | $17M | $13M | $15M | $16M | $10M | $4M | $4M | $-3M | |
| Stockholders' Equity | $529M | $561M | $533M | $552M | $572M | $552M | $585M | $541M | $503M | $648M | $652M | $601M | |
| Liabilities + Equity | $1.53B | $1.34B | $1.26B | $1.20B | $1.12B | $1.05B | $1.10B | $1.05B | $1.04B | $1.15B | $1.16B | $1.16B |
现金流 16
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $32M | $25M | $25M | $27M | $26M | $30M | $34M | $39M | $50M | $47M | $58M | $31M | |
| Stock-based Comp | $47M | $45M | $46M | $31M | $26M | $24M | $24M | $19M | $15M | $17M | $21M | $20M | |
| Deferred Tax | $11M | $3M | $-6M | $19M | $12M | $-10M | $9M | $11M | $-54M | $1M | $14M | $12M | |
| Amort. of Intangibles | $11M | $6M | $8M | $11M | $9M | $13M | $18M | $24M | $35M | $33M | $29M | $9M | |
| Restructuring | $9M | $10M | $12M | $10M | $12M | $21M | $2M | $4M | $6M | $10M | $3M | $3M | |
| Other Non-cash | $-1M | $12M | $8M | $-67M | $-109M | $116M | $23M | $19M | $259M | $26M | $12M | $3M | |
| Operating Cash Flow | $193M | $201M | $135M | $85M | $18M | $137M | $132M | $102M | $100M | $129M | $168M | $146M | |
| CapEx | $10M | $9M | $9M | $13M | $11M | $8M | $13M | $9M | $24M | $14M | $19M | $26M | |
| Investing Cash Flow | $-146M | $-80M | $-37M | $-20M | $-20M | $-42M | $-35M | $-19M | $-129M | · | · | · | |
| Net Debt Issued | $-955M | $-710M | $-320M | $-257M | $-205M | $-289M | $-193M | $-260M | $-241M | $-224M | $-366M | $-154M | |
| Stock Repurchased | $167M | $123M | $123M | $120M | $65M | $27M | $13M | $0 | · | · | · | · | |
| Net Stock Activity | $-167M | $-123M | $-123M | $-120M | $-65M | $-27M | · | · | · | · | · | · | |
| Financing Cash Flow | $-45M | $-112M | $-98M | $-74M | $-44M | $-40M | $-119M | $-67M | $29M | · | · | · | |
| Net Change in Cash | $3M | $10M | $315.0K | $-9M | $-46M | $56M | $-22M | $16M | $-118.0K | $-41M | $-198M | $199M | |
| Taxes Paid | $27M | $30M | $34M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $183M | $193M | $126M | $73M | $7M | $129M | $119M | $93M | $75M | $114M | $146M | $121M |
盈利能力 7
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 10.5% | 11.1% | 9.0% | 8.6% | 5.7% | -3.3% | 6.6% | 5.9% | -25.7% | 9.3% | 13.5% | 13.8% | |
| Net Margin | 6.2% | 7.7% | 4.5% | 6.5% | 6.8% | -2.7% | 4.3% | 1.6% | -21.1% | 4.7% | 7.7% | 8.9% | |
| Pretax Margin | 8.0% | 10.1% | 6.0% | 9.4% | 8.6% | -3.9% | 5.4% | 2.9% | -27.6% | 7.4% | 10.9% | 12.9% | |
| EBITDA Margin | 12.4% | 12.8% | 10.7% | 11.0% | 8.5% | 0.16% | 10.2% | 10.4% | -19.5% | 15.2% | 21.0% | 17.3% | |
| ROA | 7.3% | 8.9% | 5.1% | 6.5% | 5.8% | -2.2% | 3.9% | 1.3% | -15.5% | 3.2% | 5.1% | 7.7% | |
| ROE | 20.9% | 21.5% | 11.5% | 13.6% | 11.4% | -4.3% | 7.1% | 2.5% | -29.5% | 5.8% | 9.4% | 14.0% | |
| ROIC | 13.4% | 13.9% | 10.9% | 8.2% | 5.2% | -2.7% | 6.4% | 3.4% | -18.8% | 5.3% | 8.0% | 8.9% |
流动性与偿付能力 4
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.2 | 1.3 | 1.3 | 1.3 | 1.2 | 1.1 | 0.6 | 1.4 | 1.3 | 1.7 | 2.8 | |
| Quick Ratio | 0.6 | 0.6 | 0.6 | 0.7 | 0.7 | 0.8 | 0.6 | 0.3 | 0.9 | 0.8 | 1.1 | 2.0 | |
| Debt / Equity | 1.0 | 0.6 | 0.6 | 0.5 | 0.4 | 0.4 | 0.4 | 0.5 | 0.7 | 0.5 | 0.5 | 0.6 | |
| LT Debt / Equity | 0.9 | 0.6 | 0.6 | 0.5 | 0.4 | 0.4 | 0.4 | 0.1 | 0.7 | 0.5 | 0.5 | 0.5 |
效率 2
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.2 | 1.2 | 1.1 | 1.0 | 0.9 | 0.8 | 0.9 | 0.8 | 0.7 | 0.7 | 0.7 | 0.9 | |
| Receivables Turnover | 8.8 | 8.4 | 9.0 | 8.6 | 8.8 | 8.6 | 8.5 | 8.3 | 8.2 | 8.9 | 9.5 | 8.0 |
增长率 7
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 11.7% | 8.8% | 20.7% | 25.0% | 6.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 13.6% | 18.0% | 17.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 14.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -6.9% | 96.5% | -12.4% | 25.9% | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 17.1% | 29.5% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -9.9% | 86.7% | -17.3% | 20.0% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 11.6% | 22.8% | · | · | · | · | · | · | · | · | · | · |
估值 (TTM) 4
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.70B | $1.52B | $1.40B | $1.16B | $927M | $871M | $965M | $878M | $808M | $798M | $769M | $702M | |
| Net Income TTM | $105M | $117M | $62M | $76M | $63M | $-24M | $42M | $14M | $-170M | $38M | $59M | $79M | |
| P/E | 29.6 | 19.8 | 32.2 | 19.9 | 17.3 | -54.1 | 37.1 | 82.8 | -5.1 | 28.8 | 22.8 | 19.8 | |
| Earnings Yield | 3.4% | 5.1% | 3.1% | 5.0% | 5.8% | -1.8% | 2.7% | 1.2% | -19.6% | 3.5% | 4.4% | 5.0% |
损益表 13
| 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 | $475M | $452M | $442M | $441M | $412M | $404M | $399M | $378M | $381M | $363M | $350M | $367M | $355M | $326M | $321M | $292M | |
| SG&A Expense | $90M | $85M | $80M | $81M | $80M | $77M | $72M | $70M | $71M | $73M | $67M | $64M | $65M | $62M | $61M | $54M | |
| Operating Expenses | $425M | $415M | $392M | $391M | $366M | $371M | $352M | $336M | $322M | $343M | $320M | $330M | $315M | $308M | $296M | $263M | |
| Operating Income | $50M | $37M | $50M | $50M | $46M | $33M | $47M | $42M | $59M | $20M | $30M | $37M | $40M | $18M | $25M | $29M | |
| Other Non-op | $5M | $-626.0K | $1M | $4M | $-9M | $-6M | $5M | $2M | $646.0K | $3M | $-24M | $-1M | $1M | $2M | $2M | $-785.0K | |
| Pretax Income | $43M | $27M | $43M | $43M | $28M | $21M | $47M | $38M | $52M | $18M | $2M | $31M | $35M | $16M | $23M | $25M | |
| Income Tax | $12M | $4M | $13M | $12M | $8M | $-3M | $13M | $10M | $15M | $-446.0K | $-1M | $10M | $10M | $2M | $6M | $8M | |
| Net Income | $31M | $23M | $31M | $30M | $19M | $25M | $34M | $27M | $37M | $18M | $3M | $22M | $25M | $13M | $17M | $18M | |
| EPS (Basic) | $1.93 | $1.37 | $1.77 | $1.75 | $1.12 | $1.38 | $1.90 | $1.53 | $2.10 | $0.99 | $0.17 | $1.15 | $1.30 | $0.70 | $0.89 | $0.88 | |
| EPS (Diluted) | $1.91 | $1.34 | $1.71 | $1.71 | $1.09 | $1.33 | $1.82 | $1.47 | $2.03 | $0.95 | $0.14 | $1.10 | $1.27 | $0.68 | $0.85 | $0.86 | |
| Shares (Basic) | 16,208,000 | 16,984,000 | -35,036,000 | 17,340,000 | 17,320,000 | 17,821,000 | -35,943,000 | 17,754,000 | 17,887,000 | 18,196,000 | -37,996,000 | 18,770,000 | 18,939,000 | 19,119,000 | -41,292,000 | 20,109,000 | |
| Shares (Diluted) | 16,387,000 | 17,406,000 | -36,050,000 | 17,794,000 | 17,772,000 | 18,475,000 | -37,255,000 | 18,471,000 | 18,454,000 | 18,943,000 | -39,059,000 | 19,475,000 | 19,486,000 | 19,699,000 | -42,003,000 | 20,615,000 | |
| EBITDA | $50M | $46M | · | $50M | $46M | $40M | · | $42M | $59M | $26M | · | $37M | $40M | $25M | · | $29M |
资产负债表 24
| 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 | $31M | $26M | $25M | $24M | $61M | $23M | $22M | $18M | $18M | $19M | · | $9M | $17M | $12M | · | $9M | |
| Receivables | $204M | $209M | $187M | $202M | $193M | $201M | $198M | $205M | $181M | $215M | · | $166M | $152M | $147M | · | $167M | |
| Prepaid Expense | $41M | $35M | $34M | $36M | $30M | $28M | $28M | $28M | $40M | $35M | · | $32M | $30M | $29M | · | $26M | |
| Current Assets | $530M | $515M | $449M | $475M | $490M | $440M | $409M | $438M | $436M | $451M | · | $406M | $380M | $362M | · | $324M | |
| PP&E (Net) | $28M | $24M | $23M | $22M | $20M | $21M | $22M | $22M | $23M | $25M | · | $23M | $23M | $24M | · | $26M | |
| PP&E (Gross) | · | · | $71M | · | · | · | $75M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $47M | · | · | · | $53M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $805M | $787M | $787M | $782M | $739M | $685M | $679M | $648M | $647M | $647M | $626M | $626M | $625M | $625M | $625M | $624M | |
| Intangibles | $81M | $69M | $73M | $72M | $52M | $27M | $26M | $23M | $24M | $26M | · | $20M | $19M | $21M | · | $25M | |
| Other Non-current Assets | $143M | $135M | $135M | $135M | $125M | $119M | $117M | $111M | $106M | $100M | · | $87M | $84M | $80M | · | $66M | |
| Total Assets | $1.64B | $1.59B | $1.53B | $1.54B | $1.48B | $1.36B | $1.34B | $1.33B | $1.33B | $1.35B | · | $1.28B | $1.26B | $1.24B | · | $1.19B | |
| Accounts Payable | $17M | $12M | $12M | $12M | $11M | $20M | $12M | $8M | $10M | $14M | · | $12M | $10M | $10M | · | $15M | |
| Accrued Liabilities | $59M | $43M | $38M | $38M | $28M | $29M | $27M | $26M | $26M | $37M | · | $32M | $27M | $29M | · | $32M | |
| Current Liabilities | $310M | $232M | $383M | $330M | $247M | $211M | $339M | $271M | $226M | $188M | · | $265M | $200M | $148M | · | $196M | |
| Capital Leases | $22M | $21M | $24M | $27M | $25M | $27M | $30M | $33M | $36M | $37M | · | $39M | $41M | $43M | · | $48M | |
| Deferred Tax | $42M | $40M | $37M | $34M | $25M | $24M | $28M | $29M | $27M | $29M | · | $34M | $35M | $33M | · | $22M | |
| Long-term Debt | $833M | $855M | $510M | $610M | $657M | $575M | $357M | $442M | $510M | $573M | · | · | · | · | · | $341M | |
| Total Debt | $833M | $855M | · | $610M | $657M | $575M | · | $442M | $510M | $573M | · | $358M | $395M | $447M | · | $341M | |
| Common Stock | $194.0K | $198.0K | $205.0K | $205.0K | $205.0K | $208.0K | $208.0K | $207.0K | $208.0K | $212.0K | · | $215.0K | $218.0K | $220.0K | · | $225.0K | |
| Retained Earnings | $599M | $608M | $637M | $606M | $576M | $556M | $532M | $498M | $471M | $433M | · | $412M | $391M | $366M | · | $335M | |
| Treasury Stock | $210M | $210M | $190M | $190M | $189M | $189M | $160M | $160M | $160M | $160M | · | $142M | $141M | $141M | · | $137M | |
| AOCI | $-8M | $-7M | $-6M | $-7M | $-5M | $-329.0K | $12M | $10M | $14M | $22M | $23M | $21M | $23M | $20M | $18M | $21M | |
| Stockholders' Equity | $385M | $397M | $529M | $500M | $475M | $494M | $561M | $523M | $501M | $496M | $533M | $553M | $552M | $529M | $552M | $556M | |
| Liabilities + Equity | $1.64B | $1.59B | $1.53B | $1.54B | $1.48B | $1.36B | $1.34B | $1.33B | $1.33B | $1.35B | · | $1.28B | $1.26B | $1.24B | · | $1.19B |
现金流 14
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $10M | $9M | $9M | $7M | $7M | $7M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $7M | $7M | |
| Stock-based Comp | $13M | $16M | $10M | $11M | $10M | $15M | $11M | $9M | $11M | $14M | $10M | $12M | $12M | $12M | $8M | $8M | |
| Amort. of Intangibles | $4M | $4M | $4M | $4M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $3M | |
| Restructuring | $410.0K | $663.0K | $4M | $4M | $560.0K | $1M | $2M | $3M | $2M | $2M | $2M | $5M | $2M | $2M | $5M | $1M | |
| Other Non-cash | · | $-211M | · | · | · | $-154M | · | · | · | $-169M | · | · | · | $-123M | · | · | |
| Operating Cash Flow | $120M | $-162M | $126M | $94M | $80M | $-107M | $140M | $85M | $107M | $-131M | $80M | $69M | $78M | $-92M | $91M | $44M | |
| CapEx | $5M | $6M | $3M | $4M | $2M | $2M | $3M | $2M | $2M | $1M | $4M | $1M | $2M | $2M | $3M | $3M | |
| Investing Cash Flow | $-40M | $-8M | $-13M | $-63M | $-55M | $-15M | $-32M | $-8M | $-9M | $-31M | $-11M | $-10M | $-6M | $-10M | $-9M | $-3M | |
| Net Debt Issued | · | $-68M | · | · | · | $-109M | · | · | · | $-316M | · | · | · | $-44M | · | · | |
| Stock Repurchased | $54M | $153M | $14M | $19M | $69M | $65M | $18M | $7M | $36M | $61M | $34M | $29M | $15M | $45M | $25M | $43M | |
| Net Stock Activity | · | $-153M | · | · | · | $-65M | · | · | · | $-61M | · | · | · | $-45M | · | · | |
| Financing Cash Flow | $-76M | $172M | $-113M | $-68M | $12M | $124M | $-104M | $-76M | $-99M | $168M | $-67M | $-66M | $-68M | $102M | $-79M | $-44M | |
| Net Change in Cash | $5M | $2M | $619.0K | $-37M | $38M | $1M | $3M | $851.0K | $-996.0K | $6M | $3M | $-7M | $5M | $192.0K | $3M | $-3M | |
| Free Cash Flow | · | $-168M | · | · | · | $-109M | · | · | · | $-132M | · | · | · | $-94M | · | · |
盈利能力 7
| 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 | 10.6% | 8.1% | · | 11.3% | 11.1% | 8.1% | · | 11.2% | 15.6% | 5.5% | · | 10.2% | 11.2% | 5.7% | · | 10.0% | |
| Net Margin | 6.6% | 5.1% | · | 6.9% | 4.7% | 6.1% | · | 7.2% | 9.8% | 5.0% | · | 5.9% | 7.0% | 4.1% | · | 6.1% | |
| Pretax Margin | 9.0% | 6.0% | · | 9.7% | 6.7% | 5.3% | · | 9.9% | 13.7% | 4.8% | · | 8.5% | 9.9% | 4.9% | · | 8.7% | |
| EBITDA Margin | 10.6% | 10.2% | · | 11.3% | 11.1% | 9.8% | · | 11.2% | 15.6% | 7.1% | · | 10.2% | 11.2% | 7.6% | · | 10.0% | |
| ROA | 2.0% | 1.6% | · | 2.1% | 1.4% | 1.8% | · | 2.1% | 2.9% | 1.4% | · | 1.7% | 2.0% | 1.1% | · | 1.6% | |
| ROE | 7.3% | 5.2% | · | 5.9% | 4.0% | 5.0% | · | 5.1% | 7.1% | 3.5% | · | 3.9% | 4.4% | 2.4% | · | 3.3% | |
| ROIC | 3.0% | 2.5% | · | 3.2% | 2.8% | 3.5% | · | 3.2% | 4.2% | 1.9% | · | 2.8% | 3.0% | 1.6% | · | 2.3% |
流动性与偿付能力 4
| 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 | 1.7 | 2.2 | · | 1.4 | 2.0 | 2.1 | · | 1.6 | 1.9 | 2.4 | · | 1.5 | 1.9 | 2.4 | · | 1.7 | |
| Quick Ratio | 0.8 | 1.0 | · | 0.7 | 1.0 | 1.1 | · | 0.8 | 0.9 | 1.2 | · | 0.7 | 0.8 | 1.1 | · | 0.9 | |
| Debt / Equity | 2.2 | 2.2 | · | 1.2 | 1.4 | 1.2 | · | 0.8 | 1.0 | 1.2 | · | 0.6 | 0.7 | 0.8 | · | 0.6 | |
| LT Debt / Equity | 2.1 | 2.1 | · | 1.2 | 1.4 | 1.1 | · | 0.8 | 1.0 | 1.1 | · | 0.6 | 0.7 | 0.8 | · | 0.6 |
效率 2
| 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 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | |
| Receivables Turnover | 2.4 | 2.2 | · | 2.2 | 2.2 | 1.9 | · | 2.0 | 2.3 | 2.0 | · | 2.2 | 2.3 | 2.5 | · | 2.1 |
估值 (TTM) 4
| 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 | $1.78B | $1.71B | · | $1.64B | $1.58B | $1.53B | · | $1.49B | $1.47B | $1.41B | · | $1.34B | $1.25B | $1.16B | · | $1.07B | |
| Net Income TTM | $104M | $98M | · | $102M | $109M | $107M | · | $104M | $102M | $78M | · | $77M | $70M | $72M | · | $72M | |
| P/E | 14.9 | 23.3 | · | 26.2 | 23.2 | 24.8 | · | 19.6 | 18.4 | 24.2 | · | 26.6 | 24.5 | 23.2 | · | 19.3 | |
| Earnings Yield | 6.7% | 4.3% | · | 3.8% | 4.3% | 4.0% | · | 5.1% | 5.4% | 4.1% | · | 3.8% | 4.1% | 4.3% | · | 5.2% |
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
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 收入 | $1.70B | $1.52B | $1.40B | $1.16B | $927M |
| 营业利润率 % | 10.5% | 11.1% | 9.0% | 8.6% | 5.7% |
| 净收入 | $105M | $117M | $62M | $76M | $63M |
| 稀释后每股收益 (EPS) | $5.84 | $6.27 | $3.19 | $3.64 | $2.89 |
资产负债表
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 负债/股东权益比率 | 1.0 | 0.6 | 0.6 | 0.5 | 0.4 |
| 流动比率 | 1.2 | 1.2 | 1.3 | 1.3 | 1.3 |
| 速动比率 | 0.6 | 0.6 | 0.6 | 0.7 | 0.7 |
现金流
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 自由现金流 | $183M | $193M | $126M | $73M | $7M |
最新新闻 提及该公司的近期头条新闻
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机构持有人 (13F) 275 家申报者 · $1.0B 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。
| 新仓位 | 已退出持仓 | 增加 | 减少 | 净股数变动 |
|---|---|---|---|---|
| 39 (-14 与上一季度对比) | 69 (+13 与上一季度对比) | 87 (-5 与上一季度对比) | 81 (-17 与上一季度对比) | +173K |
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 |
|---|---|---|---|---|
| FIDUCIARY MANAGEMENT INC /WI/ | $116604289 | 1293304 | 11.62% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $63899728 | 708737 | 6.37% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $62482142 | 693014 | 6.23% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $57108967 | 633418 | 5.69% | 股份 |
| PRINCIPAL FINANCIAL GROUP INC | $55232827 | 612609 | 5.50% | 股份 |
| Boston Partners | $45169364 | 491335 | 4.50% | 股份 |
| BloombergSen Inc. | $44995159 | 499059 | 4.48% | 股份 |
| FMR LLC | $43786655 | 485655 | 4.36% | 股份 |
| STATE STREET CORP | $38117574 | 422777 | 3.80% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $33704664 | 373765 | 3.36% | 股份 |
| JENNISON ASSOCIATES LLC | $29413077 | 326232 | 2.93% | 股份 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $27304000 | 302844 | 2.72% | 股份 |
| Sunriver Management LLC | $21247376 | 235663 | 2.12% | 股份 |
| Invenomic Capital Management LP | $19841782 | 220073 | 1.98% | 股份 |
| Aristotle Capital Boston, LLC | $19612602 | 217531 | 1.95% | 股份 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $16390186 | 181790 | 1.63% | 股份 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $15359477 | 170358 | 1.53% | 股份 |
| Leeward Investments, LLC - MA | $14648476 | 162472 | 1.46% | 股份 |
| Rockefeller Capital Management L.P. | $13556367 | 150359 | 1.35% | 股份 |
| GOLDMAN SACHS GROUP INC | $12497889 | 138619 | 1.25% | 股份 |
| LOOMIS SAYLES & CO L P | $11645697 | 129167 | 1.16% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $9965745 | 110534 | 0.99% | 股份 |
| Ninety One UK Ltd | $8933953 | 99090 | 0.89% | 股份 |
| CONGRESS ASSET MANAGEMENT CO | $8560241 | 94945 | 0.85% | 股份 |
| RENAISSANCE GROUP LLC | $7989709 | 88617 | 0.80% | 股份 |
| Asset Management One Co., Ltd. | $7547663 | 59202 | 0.75% | 股份 |
| BARCLAYS PLC | $6052711 | 67133 | 0.60% | 股份 |
| ENVESTNET ASSET MANAGEMENT INC | $5704937 | 63276 | 0.57% | 股份 |
| WOLVERINE TRADING, LLC | $5582500 | 38500 | 0.56% | 卖出期权 |
| JANE STREET GROUP, LLC | $5545381 | 61506 | 0.55% | 股份 |
| XTX Topco Ltd | $5319530 | 59001 | 0.53% | 股份 |
| UBS Group AG | $4582833 | 50830 | 0.46% | 股份 |
| Hillsdale Investment Management Inc. | $4548572 | 50450 | 0.45% | 股份 |
| Qube Research & Technologies Ltd | $4530810 | 50253 | 0.45% | 股份 |
| BANK OF AMERICA CORP /DE/ | $4523146 | 50168 | 0.45% | 股份 |
| SG Capital Management LLC | $3730550 | 41377 | 0.37% | 股份 |
| Quantinno Capital Management LP | $3598827 | 39916 | 0.36% | 股份 |
| Squarepoint Ops LLC | $3432842 | 38075 | 0.34% | 股份 |
| AMERICAN CENTURY COMPANIES INC | $3294987 | 36546 | 0.33% | 股份 |
| Emerald Investment Advisers, LLC | $3069137 | 34041 | 0.31% | 股份 |
| IEQ CAPITAL, LLC | $3025499 | 33557 | 0.30% | 股份 |
| Swiss National Bank | $3002328 | 33300 | 0.30% | 股份 |
| Quadrature Capital Ltd | $2944626 | 32660 | 0.29% | 股份 |
| STATE OF WISCONSIN INVESTMENT BOARD | $2842024 | 31522 | 0.28% | 股份 |
| Corient Private Wealth LP | $2816237 | 31236 | 0.28% | 股份 |
| ExodusPoint Capital Management, LP | $2716972 | 30135 | 0.27% | 股份 |
| MORGAN STANLEY | $2712644 | 30087 | 0.27% | 股份 |
| JANE STREET GROUP, LLC | $2695784 | 29900 | 0.27% | 买入期权 |
| FIRST TRUST ADVISORS LP | $2683882 | 29768 | 0.27% | 股份 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2628971 | 20621 | 0.26% | 股份 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $2577314 | 28586 | 0.26% | 股份 |
| CITADEL ADVISORS LLC | $2524480 | 28000 | 0.25% | 买入期权 |
| VICTORY CAPITAL MANAGEMENT INC | $2398978 | 26608 | 0.24% | 股份 |
| Edgestream Partners, L.P. | $2391855 | 26529 | 0.24% | 股份 |
| ALLIANCEBERNSTEIN L.P. | $2349641 | 18430 | 0.23% | 股份 |
| DARK FOREST CAPITAL MANAGEMENT LP | $2315399 | 25681 | 0.23% | 股份 |
| ISTHMUS PARTNERS, LLC | $2306744 | 25585 | 0.23% | 股份 |
| Numerai GP LLC | $2292679 | 25429 | 0.23% | 股份 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $2259089 | 23643 | 0.23% | 股份 |
| Redwood Investments, LLC | $2066397 | 14405 | 0.21% | 股份 |
| AMERIPRISE FINANCIAL INC | $2039238 | 22618 | 0.20% | 股份 |
| CITADEL ADVISORS LLC | $2019584 | 22400 | 0.20% | 卖出期权 |
| RHUMBLINE ADVISERS | $1959163 | 21730 | 0.20% | 股份 |
| Bank of New York Mellon Corp | $1950882 | 21638 | 0.19% | 股份 |
| S&T Bank/PA | $1886147 | 20920 | 0.19% | 股份 |
| BlackRock, Inc. | $1824478 | 20236 | 0.18% | 股份 |
| RICE HALL JAMES & ASSOCIATES, LLC | $1809601 | 20071 | 0.18% | 股份 |
| Redwood Grove Capital, LLC | $1731072 | 19200 | 0.17% | 股份 |
| ALGERT GLOBAL LLC | $1655338 | 18360 | 0.16% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1595832 | 17700 | 0.16% | 卖出期权 |
| PRUDENTIAL FINANCIAL INC | $1595652 | 17698 | 0.16% | 股份 |
| Pacific Ridge Capital Partners, LLC | $1472223 | 16329 | 0.15% | 股份 |
| CAPITAL FUND MANAGEMENT S.A. | $1460411 | 16198 | 0.15% | 股份 |
| OAK RIDGE INVESTMENTS LLC | $1444093 | 16017 | 0.14% | 股份 |
| WELLS FARGO & COMPANY/MN | $1409471 | 15633 | 0.14% | 股份 |
| NORDEA INVESTMENT MANAGEMENT AB | $1407786 | 15144 | 0.14% | 股份 |
| AlphaQuest LLC | $1403510 | 8117 | 0.14% | 股份 |
| VANGUARD ASSET MANAGEMENT, Ltd | $1395587 | 15479 | 0.14% | 股份 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1358260 | 15065 | 0.14% | 股份 |
| DIVERSIFIED MANAGEMENT INC | $1312510 | 10295 | 0.13% | 股份 |
| Freestone Grove Partners LP | $1253855 | 13907 | 0.12% | 股份 |
| VANGUARD GROUP INC | $1157287 | 6693 | 0.12% | 股份 |
| JANE STREET GROUP, LLC | $1136016 | 12600 | 0.11% | 卖出期权 |
| OP Asset Management Ltd | $1108337 | 12293 | 0.11% | 股份 |
| WOLVERINE TRADING, LLC | $1083440 | 7472 | 0.11% | 股份 |
| BURNEY CO/ | $1067765 | 11843 | 0.11% | 股份 |
| JANUS HENDERSON GROUP PLC | $1062950 | 8330 | 0.11% | 股份 |
| SEI INVESTMENTS CO | $1004440 | 11147 | 0.10% | 股份 |
| CITIGROUP INC | $968138 | 10738 | 0.10% | 股份 |
| D. E. Shaw & Co., Inc. | $944967 | 10481 | 0.09% | 股份 |
| GREAT LAKES ADVISORS, LLC | $934869 | 10369 | 0.09% | 股份 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $903944 | 10026 | 0.09% | 股份 |
| MetLife Investment Management, LLC | $900428 | 9987 | 0.09% | 股份 |
| MARSHALL WACE, LLP | $888077 | 9850 | 0.09% | 股份 |
| Sendero Wealth Management, LLC | $863553 | 9578 | 0.09% | 股份 |
| Aquatic Capital Management LLC | $858233 | 9519 | 0.09% | 股份 |
| CITADEL ADVISORS LLC | $851201 | 9441 | 0.08% | 股份 |
| Moran Wealth Management, LLC | $846873 | 9393 | 0.08% | 股份 |
| LPL Financial LLC | $769786 | 8538 | 0.08% | 股份 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $766540 | 8502 | 0.08% | 股份 |
公司内部人士 34 位内幕人士 · 14 位高管 · 9 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 |
|---|---|---|---|---|---|---|
| Mark C. Hussey | CEO and President | 2026年7月29日 S | 74399 | 0 | 12 | $-3986172 |
| Gary E Holdren | Chairman & CEO | 2009年7月1日 S | 526619 | 0 | 0 | $0 |
| Gary L Burge | VP, CFO and Treasurer | 2009年7月1日 S | 97693 | 0 | 0 | $0 |
| David M. Shade | President and COO | 2011年2月24日 F | 110677 | 0 | 0 | $0 |
| Broadhurst Daniel P | Chief Operating Officer | 2008年10月13日 S | 105481 | 0 | 0 | $0 |
| Kyle Featherstone | Chief Acct Officer, Controller | 2026年7月31日 S | 1050 | 0 | 1 | $-70076 |
| Diane E. Ratekin | EVP, Gen. Counsel, & Corp.Sec. | 2018年3月15日 F | 31556 | 0 | 0 | $0 |
| Ellen Wong | Controller | 2018年3月1日 F | 2998 | 0 | 0 | $0 |
| Thomas W Burns | Corporate VP and Controller | 2012年3月1日 F | 1665 | 0 | 0 | $0 |
| Natalia Delgado | Corporate Secretary | 2011年3月1日 F | 46559 | 0 | 0 | $0 |
| Mary M Sawall | VP, Human Resources | 2011年3月1日 F | 49381 | 0 | 0 | $0 |
| Wayne E Lipski | Controller and Asst. Treasurer | 2009年3月1日 A | 17615 | 0 | 0 | $0 |
| Susan G Gallagher | VP of Sales and Marketing | 2006年7月1日 A | 19997 | 0 | 0 | $0 |
| Stanley N Logan | VP, Strategy & Business Dev. | 2006年7月1日 A | 40000 | 0 | 0 | $0 |
| Debra Zumwalt | 董事 | 2026年8月14日 S | 27119 | 0 | 5 | $-159270 |
| Thomas L Richards | 董事 | 2026年8月1日 A | 593 | 0 | 0 | $0 |
| Shoshana Vernick | 董事 | 2026年7月1日 A | 934 | 0 | 0 | $0 |
| George Massaro | 董事 | 2018年7月2日 S | 21326 | 0 | 0 | $0 |
| James D Edwards | 董事 | 2018年7月2日 S | 25106 | 0 | 0 | $0 |
| John S Moody | 董事 | 2018年7月2日 S | 22790 | 0 | 0 | $0 |
| Dubose Ausley | 董事 | 2015年4月1日 S | 23520 | 0 | 0 | $0 |
| Hugh E Sawyer III | — | 2026年8月11日 S | 20490 | 0 | 9 | $-732526 |
| Joy Brown | — | 2026年5月22日 S | 8575 | 0 | 3 | $-191231 |
| Ekta Singh-Bushell | — | 2026年5月11日 S | 13646 | 0 | 5 | $-287056 |
| Markell Peter Kenneth | — | 2026年5月8日 A | 14271 | 0 | 0 | $0 |
| Eugene H Lockhart | — | 2026年5月8日 A | 9662 | 0 | 0 | $0 |
| John Mccartney | — | 2026年5月8日 A | 41817 | 0 | 11 | $-1724809 |
| Hope Calder-Katz | — | 2026年4月1日 F | 5078 | 0 | 0 | $0 |
| James Ronald Dail | — | 2026年3月1日 A | 39042 | 0 | 11 | $-1773743 |
| John D. Kelly | — | 2026年3月1日 A | 82973 | 0 | 0 | $0 |
| James H Roth | — | 2026年3月1日 A | 34154 | 0 | 16 | $-1565529 |
| Ernest W. Torain Jr. | — | 2024年3月7日 S | 15050 | 0 | 0 | $0 |
| James K Rojas | — | 2012年12月31日 F | 62778 | 0 | 0 | $0 |
| Deborah A Bricker | — | 2005年11月8日 D | 9600 | 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
激进投资者及 5%+ 股东 1 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 |
|---|---|---|---|---|---|
| Gary E. Holdren ×2 申报 | 2007年3月20日 | — | 初始申报 | — | 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.
ETF持仓 由 63 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 |
|---|---|---|---|---|
| SAWS · ETF Series Solutions | 1.35% | 727 NS | 2026年4月30日 | N-PORT |
| JSML · Janus Detroit Street Trust | 0.65% | 15645 NS | 2026年4月30日 | N-PORT |
| HAPS · Harbor ETF Trust | 0.63% | 7617 NS | 2026年4月30日 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0.39% | 29210 NS | 2026年4月30日 | N-PORT |
| FYC · First Trust Exchange-Traded Alpha... | 0.23% | 18317 NS | 2026年4月30日 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund ... | 0.20% | 1833 NS | 2026年5月31日 | N-PORT |
| FSCC · Federated Hermes ETF Trust | 0.15% | 3848 NS | 2026年5月31日 | N-PORT |
| ESSC · Strategy Shares | 0.14% | 267 NS | 2026年4月30日 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.13% | 34254 NS | 2026年5月31日 | N-PORT |
| PSC · Principal Exchange-Traded Funds | 0.13% | 33203 NS | 2026年6月30日 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund ... | 0.12% | 6574 NS | 2026年4月30日 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.10% | 612 NS | 2026年4月30日 | N-PORT |
| EBIT · Harbor ETF Trust | 0.08% | 71 NS | 2026年4月30日 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.07% | 12322 NS | 2026年4月30日 | N-PORT |
| RSSL · Global X Funds | 0.07% | 7363 NS | 2026年4月30日 | N-PORT |
| FYX · First Trust Exchange-Traded Alpha... | 0.06% | 5433 NS | 2026年4月30日 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.05% | 54528 NS | 2026年4月30日 | N-PORT |
| FAD · First Trust Exchange-Traded Alpha... | 0.05% | 1709 NS | 2026年4月30日 | N-PORT |
| ITWO · ProShares Trust | 0.05% | 803 NS | 2026年5月31日 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0.05% | 4187 NS | 2026年5月31日 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0.04% | 33303 NS | 2026年5月31日 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.04% | 76532 NS | 2026年5月31日 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0.03% | 5120 NS | 2026年4月30日 | N-PORT |
| UWM · ProShares Trust | 0.03% | 628 NS | 2026年5月31日 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.03% | 822 NS | 2026年4月30日 | N-PORT |
| URTY · ProShares Trust | 0.02% | 633 NS | 2026年5月31日 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.02% | 2516 NS | 2026年4月30日 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.01% | 14695 NS | 2026年4月30日 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.01% | 39690 NS | 2026年4月30日 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.01% | 2529 NS | 2026年4月30日 | N-PORT |
| SFGV · EA Series Trust | 0.01% | 1240 NS | 2026年5月29日 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.01% | 656 NS | 2026年5月31日 | N-PORT |
| HDG · ProShares Trust | 0.01% | 16 NS | 2026年5月31日 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0.01% | 5823 NS | 2026年5月31日 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 3916 NS | 2026年4月30日 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 5015 NS | 2026年4月30日 | N-PORT |
| TILT · FlexShares Trust | 0.00% | 489 NS | 2026年4月30日 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0.00% | 350 NS | 2026年5月31日 | N-PORT |
| EBI · RBB Fund Trust | 0.00% | 137 NS | 2026年5月31日 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 9000 NS | 2026年5月31日 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 2026年7月15日 | 每日 |
| VB · VANGUARD INDEX FUNDS | — | — | 2026年7月15日 | 每日 |
| VBK · VANGUARD INDEX FUNDS | — | — | 2026年7月15日 | 每日 |
| VBR · VANGUARD INDEX FUNDS | — | — | 2026年7月15日 | 每日 |
| VTI · VANGUARD INDEX FUNDS | — | — | 2026年7月15日 | 每日 |
| VFQY · VANGUARD WELLINGTON FUND | — | — | 2026年7月30日 | 每日 |
| VT · VANGUARD INTERNATIONAL EQUITY IND... | — | — | 2026年7月15日 | 每日 |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 2026年7月15日 | 每日 |
| VTWG · VANGUARD SCOTTSDALE FUNDS | — | — | 2026年7月15日 | 每日 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 2026年7月15日 | 每日 |