MED MEDIFAST INC Common Stock

NYSE · Consumer products · 在 SEC EDGAR 上查看 ↗
$11.53
价格 · 八月 19, 2026
截至...的财报数据 八月 3, 2026

关于 MEDIFAST INC Common Stock 公司概况(来自维基百科)

Medifast, Inc. is an American nutrition and weight loss company based in Baltimore, Maryland. Medifast produces, distributes, and sells weight loss and health-related products through websites, multi-level marketing, telemarketing, and franchised weight loss clinics.

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Medifast, Inc. (NYSE: MED) is an American nutrition and weight loss company based in Baltimore, Maryland. Medifast produces, distributes, and sells weight loss and health-related products through websites, multi-level marketing, telemarketing, and franchised weight loss clinics.

Subsidiaries

The company owns five subsidiaries:

Jason Pharmaceuticals, Inc.

Take Shape for Life, Inc. (TSFL) (renamed Optavia from July 2017)

Jason Enterprises, Inc.

Jason Properties, LLC

Seven Crondall, LLC

History

William Vitale, a medical doctor, founded Medifast in 1980. He sold his products directly to other doctors, who in turn prescribed them to their patients alongside behavioural counselling techniques.

The company is publicly traded on the New York Stock Exchange (symbol: MED).

On July 17, 1995, HealthRite (predecessor of Medifast) changed its name from Vitamin Specialties Corp.

In 2000 the company pivoted to a direct-to-consumer marketing program with the help of Jason Pharmaceuticals and in 2001, the company changed its name to Medifast, Inc. In 2002, Retired Marine Colonel Bradley T. MacDonald, Chairman of the Board at the time, along with clinical specialist Dr. Wayne Scott Andersen, created Take Shape For Life as a personal Coach to the Client system and the company's “Habits of Health System.”

In October 2010, Medifast was ranked number 1 on Forbes magazine's list of "America's 100 Best Small Companies". The company was ranked 18th on the 2014 list.

Medifast was named one of Forbes's 100 Most Trustworthy Companies in America in 2016 and 2017.

In July 2017, Medifast changed the name of its subsidiary Take Shape For Life to Optavia and introduced a new line of products, Optavia Essentials, directly sold from Coaches to clients.

In October 2017, Medifast relocated its headquarters to Baltimore from Owings Mills, Maryland. The company is public with a market capitalization of $2.106 billion, as of June 2022.

In December 2023, Medifast announced a partnership with LifeMD, a provider of virtual healthcare services. Under the agreement, Medifast will use LifeMD's virtual platform to offer Medifast clients a clinically supported weight management program, including the option for prescription GLP-1 medications where clinically appropriate. In return, LifeMD will provide its patients with an independent Medifast Coach and additional lifestyle support services for weight management.

False advertising settlement

In September 2012, Medifast's subsidiary, Jason Pharmaceuticals, paid a $3.7 million USD civil penalty for false advertising. The Federal Trade Commission and United States Department of Justice said that advertisements for the "Medifast 5 & 1 Plan" low-calorie diet told consumers they could "lose up to 2-5 pounds per week", and that these weight-loss claims lacked a reasonable scientific basis, and were unsubstantiated. Under the settlement, any future claims made by the company must be backed by at least one human clinical study.

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

Wikidata ↗

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

价格
$11.53
市值
$127M
P/E (TTM)
-6.8
每股收益 (TTM)
$-1.70
营收 (TTM)
$386M
股息收益率
0.16%
ROE
-9.0%
负债/权益
52周区间
$9 – $15

MED 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 $386M
10-point trend, +40.5%
2016-12-31 2025-12-31
EPS $-1.70
10-point trend, -214.1%
2016-12-31 2025-12-31
自由现金流 $1M
10-point trend, -94.4%
2016-12-31 2025-12-31
利润率 -4.8%
10-point trend, -4.8%
2016-12-31 2025-12-31

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
MED
同行中位数
P/E (TTM)
5-point trend, -141.7%
-6.8
14.8
P/S (TTM) (市销率 (TTM))
5-point trend, -80.9%
0.3
0.7
P/B (市净率)
5-point trend, -95.1%
0.6
2.9
Price / FCF (股价/自由现金流)
5-point trend, +133.6%
101.4

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
MED
同行中位数
Gross Margin (毛利率)
5-point trend, -3.5%
71.3%
69.3%
Operating Margin (营业利润率)
5-point trend, -126.0%
-3.7%
Net Profit Margin (净利润率)
5-point trend, -145.0%
-4.8%
4.4%
ROA
5-point trend, -114.4%
-7.0%
6.3%
ROE
5-point trend, -110.9%
-9.0%
14.0%
ROIC
5-point trend, -129.2%
-23.7%

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
MED
同行中位数
Current Ratio (流动比率)
5-point trend, +159.8%
4.7
2.4
Quick Ratio (速动比率)
5-point trend, +503.6%
3.9

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
MED
同行中位数
Revenue YoY (营收同比增长)
5-point trend, -74.7%
-36.0%
Revenue CAGR 3Y (营收3年复合年增长率)
5-point trend, -74.7%
-37.7%
Revenue CAGR 5Y (营收5年复合年增长率)
5-point trend, -74.7%
-16.2%
EPS YoY
5-point trend, -112.2%
-97.9%
Net Income YoY (净利润同比增长)
5-point trend, -111.4%
-97.9%

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
MED
同行中位数
EPS (Diluted) (EPS (稀释))
5-point trend, -112.2%
$-1.70

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
MED
同行中位数
Payout Ratio (派息率)
5-point trend, -102.7%
-1.0%

股息 收益率、派息率、股息历史、5年CAGR

股息收益率
0.16%
派息率
-1.0%
5年股息复合年增长率 (CAGR)
除息日金额
2023年9月18日$1.6500
2023年6月26日$1.6500
2023年3月27日$1.6500
2022年12月19日$1.6400
2022年9月19日$1.6400
2022年6月27日$1.6400
2022年3月28日$1.6400
2021年12月20日$1.4200
2021年9月20日$1.4200
2021年6月21日$1.4200
2021年3月29日$1.4200
2020年12月21日$1.1300
2020年9月21日$1.1300
2020年6月29日$1.1300
2020年3月30日$1.1300
2019年12月26日$1.1300
2019年9月26日$0.7500
2019年6月27日$0.7500
2019年3月28日$0.7500
2018年12月20日$0.7500

MED 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

卖出 9 位分析师
  • 强烈买入 0 0.0%
  • 买入 0 0.0%
  • 持有 4 44.4%
  • 卖出 4 44.4%
  • 强烈卖出 1 11.1%

12个月价格目标

1 位分析师 · 2026-08-16
中位数目标 $12.00 +4.1%
平均目标 $12.00 +4.1%

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
0.11%
期间 EPS Actual EPS 预期 惊喜
2026年6月30日 $-0.28 $-0.66 0.38%
2026年3月31日 $-0.19 $-0.53 0.34%
2025年12月31日 $-1.65 $-0.83 -0.82%
2025年9月30日 $-0.21 $-0.39 0.18%
2025年6月30日 $0.22 $-0.22 0.44%
2025年3月31日 $-0.11 $-0.27 0.16%

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
MED $117M -6.3 -36.0% -4.8% -9.0% 71.3%
NATR $378M 20.4 5.7% 4.1% 12.0% 72.4%
NAGE $507M 31.8 29.9% 13.4% 24.7% 64.3%
USNA $355M 33.5 8.3% 1.2% 2.0% 78.3%
NUS 3.0 -14.3% 10.8% 22.0% 69.5%
FTLF 25.8 26.4%
LFVN $163M 17.4 14.2% 4.3% 30.4% 80.4%
SKIN $177M -8.7 -10.0% -3.2% -14.1% 65.3%

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 15
MED 的年度损益表数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +35.2% $386M $602M $1.07B $1.60B $1.53B $935M $714M $501M $302M $275M $273M $285M
Cost of Revenue 12-point trend, +45.4% $111M $158M $296M $458M $398M $237M $177M $121M $74M $69M $71M $76M
Gross Profit 12-point trend, +31.5% $275M $445M $776M $1.14B $1.13B $698M $537M $380M $228M $206M $201M $209M
R&D Expense 12-point trend, +230.8% $4M $5M $5M $4M $4M $3M $3M $2M $2M $2M $2M $1M
SG&A Expense 12-point trend, +61.7% $289M $442M $649M $956M $911M $564M $446M $311M $188M $179M $173M $179M
Operating Income 12-point trend, -147.0% $-14M $3M $126M $185M $216M $134M $91M $69M $40M $27M $29M $30M
Other Non-op 12-point trend, +318.3% $3M $-4M $-95.0K $-747.0K $119.0K $-140.0K $29.0K $179.0K $136.0K $-20.0K $326.0K $731.0K
Pretax Income 12-point trend, -117.8% $-6M $4M $129M $184M $216M $134M $92M $71M $40M $27M $30M $32M
Income Tax 12-point trend, +22.2% $13M $2M $29M $40M $52M $31M $14M $15M $13M $9M $10M $11M
Net Income 12-point trend, -241.7% $-19M $2M $99M $144M $164M $103M $78M $56M $28M $18M $20M $13M
EPS (Basic) 12-point trend, -263.5% $-1.70 $0.19 $9.13 $12.82 $14.01 $8.74 $6.62 $4.67 $2.32 $1.51 $1.68 $1.04
EPS (Diluted) 12-point trend, -265.0% $-1.70 $0.19 $9.10 $12.73 $13.89 $8.68 $6.43 $4.62 $2.29 $1.49 $1.66 $1.03
Shares (Basic) 12-point trend, -13.3% 10,981,000 10,930,000 10,884,000 11,195,000 11,705,000 11,771,000 11,771,000 11,947,000 11,924,000 11,842,000 11,959,000 12,670,000
Shares (Diluted) 12-point trend, -14.1% 10,981,000 10,963,000 10,921,000 11,276,000 11,813,000 11,850,000 12,117,000 12,079,000 12,088,000 11,947,000 12,071,000 12,778,000
EBITDA 11-point trend, -99.9% $29.0K $16M $140M $196M $223M $141M $96M $73M $44M $32M $36M ·
资产负债表 24
MED 的年度资产负债表数据
指标 趋势 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +265.1% $89M $91M $94M $88M $104M $164M $77M $81M $75M $52M $42M $24M
Short-term Investments 12-point trend, +176.6% $78M $71M $56M $0 $5M $11M $16M $20M $24M $24M $25M $28M
Receivables 7-point trend, -64.6% · · · · · $584.0K $1M $1M $576.0K $1M $2M $2M
Inventory 12-point trend, +28.6% $20M $42M $55M $119M $180M $53M $49M $39M $19M $18M $13M $16M
Prepaid Expense 12-point trend, +215.3% $9M $10M $11M $16M $16M $6M $6M $5M $4M $4M $3M $3M
Current Assets 12-point trend, +146.2% $202M $214M $224M $223M $307M $234M $154M $146M $125M $101M $87M $82M
PP&E (Net) 12-point trend, -6.7% $31M $38M $51M $57M $56M $28M $26M $20M $19M $20M $29M $33M
PP&E (Gross) 12-point trend, +35.0% $99M $96M $99M $97M $89M $55M $49M $54M $52M $56M $75M $74M
Accum. Depreciation 12-point trend, +69.8% $68M $58M $47M $40M $33M $27M $23M $35M $33M $36M $46M $40M
Other Non-current Assets 12-point trend, +1475.1% $8M $10M $15M $12M $6M $3M $353.0K $1M $2M $162.0K $205.0K $497.0K
Total Assets 12-point trend, +113.9% $248M $284M $310M $316M $398M $276M $195M $169M $146M $121M $116M $116M
Accounts Payable 12-point trend, +75.5% $38M $56M $86M $135M $163M $108M $76M $60M $37M $24M $23M $22M
Current Liabilities 12-point trend, +59.4% $43M $64M $92M $141M $170M $111M $79M $60M $37M $24M $24M $27M
Capital Leases 9-point trend, +2416.9% $6M $10M $16M $20M $26M $7M $10M · · · $0 $242.0K
Deferred Tax 4-point trend, -96.2% · · · · · · · · $208.0K $779.0K $4M $5M
Total Liabilities 12-point trend, +38.4% $49M $74M $108M $161M $196M $119M $90M $60M $37M $25M $28M $35M
Common Stock 12-point trend, -8.3% $11.0K $11.0K $11.0K $11.0K $12.0K $12.0K $12.0K $12.0K $12.0K $12.0K $12.0K $12.0K
Paid-in Capital 11-point trend, +3469.4% $40M $33M $27M $22M $12M $8M · $9M $5M $3M $0 $1M
Retained Earnings 12-point trend, +100.6% $158M $177M $175M $140M $190M $154M $169M $131M $104M $93M $89M $79M
Treasury Stock 7-point trend, +0.00 · · $0 $6M $0 $5M $64M $31M · · · $0
AOCI 12-point trend, -46.2% $234.0K $180.0K $248.0K $24.0K $111.0K $41.0K $25.0K $-173.0K $-160.0K $-165.0K $-62.0K $435.0K
Stockholders' Equity 12-point trend, +147.2% $199M $210M $201M $155M $202M $157M $105M $109M $107M $96M $89M $80M
Liabilities + Equity 12-point trend, +113.9% $248M $284M $310M $316M $398M $276M $195M $169M $146M $121M $116M $116M
Shares Outstanding 12-point trend, -9.0% 10,991,000 10,938,000 10,896,000 10,873,000 11,593,000 11,772,000 11,764,000 11,868,000 11,971,000 11,871,000 11,797,000 12,075,764
现金流 16
MED 的年度现金流数据
指标 趋势 202520242023202220212020201920182017201620152014
D&A 12-point trend, +76.9% $14M $13M $13M $11M $7M $4M $5M $4M $4M $5M $7M $8M
Stock-based Comp 12-point trend, +95.0% $8M $7M $8M $11M $10M $7M $5M $3M $4M $3M $3M $4M
Deferred Tax 12-point trend, +3907.0% $11M $-7M $1M $-924.0K $-4M $601.0K $2M $-3M $-623.0K $-3M $-106.0K $286.0K
Restructuring · · · · · · · · · $1M · ·
Other Non-cash 11-point trend, -959.2% $-8M $10M $26M $30M $-82M $28M $-4M $155.0K $8M $2M $-737.0K ·
Operating Cash Flow 12-point trend, -73.1% $7M $24M $148M $195M $95M $145M $84M $61M $43M $25M $29M $26M
CapEx 12-point trend, -20.1% $6M $7M $6M $17M $34M $6M $10M $5M $3M $3M $3M $7M
Investing Cash Flow 12-point trend, -214.9% $-8M $-27M $-61M $-11M $-29M $-1M $-6M $-1M $-3M $-2M $-189.0K $-3M
Net Debt Issued 2-point trend, +14.1% · · · · · · · · · $-219.0K $-255.0K ·
Stock Repurchased 10-point trend, -100.0% $0 $0 $4M $126M $56M $5M $33M $30M · · $11M $34M
Net Stock Activity 9-point trend, +100.0% $0 $0 $-4M $-126M $-56M $-5M $-33M $-30M · · $-11M ·
Dividends Paid 10-point trend, -98.4% $195.0K $715.0K $73M $72M $64M $53M $35M $23M $15M $12M · ·
Financing Cash Flow 12-point trend, +98.4% $-564.0K $-2M $-80M $-200M $-125M $-57M $-82M $-53M $-17M $-13M $-12M $-35M
Net Change in Cash 12-point trend, +86.4% $-2M $-4M $7M $-16M $-60M $87M $-4M $6M $23M $10M $18M $-12M
Taxes Paid 4-point trend, -71.9% $10M $-2M $34M $37M · · · · · · · ·
Free Cash Flow 11-point trend, -95.3% $1M $17M $141M $178M $60M $139M $74M $56M $40M $22M $27M ·
盈利能力 8
MED 的年度盈利能力数据
指标 趋势 202520242023202220212020201920182017201620152014
Gross Margin 11-point trend, -3.3% 71.3% 73.8% 72.4% 71.3% 73.9% 74.7% 75.2% 75.8% 75.5% 74.9% 73.8% ·
Operating Margin 11-point trend, -135.0% -3.7% 0.48% 11.8% 11.6% 14.2% 14.3% 12.8% 13.8% 13.1% 9.8% 10.5% ·
Net Margin 11-point trend, -165.9% -4.8% 0.35% 9.3% 9.0% 10.8% 11.0% 10.9% 11.1% 9.2% 6.5% 7.3% ·
Pretax Margin 11-point trend, -113.4% -1.5% 0.63% 12.0% 11.5% 14.2% 14.4% 12.9% 14.1% 13.4% 9.9% 10.9% ·
EBITDA Margin 11-point trend, -99.9% 0.01% 2.6% 13.0% 12.2% 14.6% 15.1% 13.4% 14.7% 14.5% 11.8% 13.1% ·
ROA 11-point trend, -140.8% -7.0% 0.70% 31.8% 40.2% 48.6% 43.7% 42.8% 35.4% 20.8% 15.0% 17.2% ·
ROE 11-point trend, -137.9% -9.0% 1.0% 50.4% 94.0% 82.3% 69.2% 72.1% 50.5% 27.1% 19.3% 23.7% ·
ROIC 11-point trend, -210.8% -23.7% 0.76% 48.4% 93.0% 81.1% 65.4% 73.3% 50.1% 25.1% 18.4% 21.3% ·
流动性与偿付能力 2
MED 的年度流动性与偿付能力数据
指标 趋势 202520242023202220212020201920182017201620152014
Current Ratio 11-point trend, +25.6% 4.7 3.3 2.4 1.6 1.8 2.1 1.9 2.4 3.4 4.1 3.7 ·
Quick Ratio 11-point trend, +33.5% 3.9 2.5 1.0 0.6 0.6 1.6 1.2 1.7 2.7 3.2 2.9 ·
效率 3
MED 的年度效率数据
指标 趋势 202520242023202220212020201920182017201620152014
Asset Turnover 11-point trend, -38.0% 1.4 2.0 3.4 4.5 4.5 4.0 3.9 3.2 2.3 2.3 2.3 ·
Inventory Turnover 11-point trend, -28.2% 3.5 3.3 3.4 3.1 3.4 4.6 4.0 4.1 3.9 4.4 4.9 ·
Receivables Turnover 6-point trend, +456.7% · · · · · 925.1 583.1 467.4 307.2 181.8 166.2 ·
每股 6
MED 的年度每股数据
指标 趋势 202520242023202220212020201920182017201620152014
Book Value / Share 11-point trend, +141.0% $18.10 $19.21 $18.49 $14.26 $17.47 $13.36 $8.91 $9.19 $9.07 $8.09 $7.51 ·
Revenue / Share 11-point trend, +55.5% $35.13 $54.95 $98.16 $141.77 $129.19 $78.89 $58.90 $41.48 $24.95 $22.98 $22.60 ·
Cash Flow / Share 11-point trend, -74.3% $0.62 $2.23 $13.52 $17.26 $8.00 $12.25 $6.95 $5.03 $3.58 $2.12 $2.44 ·
Cash / Share 11-point trend, +128.0% $8.13 $8.31 $8.67 $8.06 $8.99 $13.91 $6.54 $6.86 $6.27 $4.42 $3.56 ·
Dividend / Share 12-point trend, +0.00 $0 $0 $5 $7 $6 $5 $3 $2 $1 $1 $0 $0
EPS (TTM) 12-point trend, -265.0% $-1.70 $0.19 $9.10 $12.73 $13.89 $8.68 $6.43 $4.62 $2.29 $1.49 $1.66 $1.03
增长率 8
MED 的年度增长率数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -156.9% -36.0% -43.8% -32.9% 4.8% 63.2% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -908.1% -37.7% -26.6% 4.7% · · · · · · · · ·
Revenue CAGR 5Y -16.2% · · · · · · · · · · ·
EPS YoY 4-point trend, -263.1% · -97.9% -28.5% -8.3% 60.0% · · · · · · ·
EPS CAGR 3Y 2-point trend, -4884.9% · -76.1% 1.6% · · · · · · · · ·
Net Income YoY 4-point trend, -264.6% · -97.9% -30.8% -12.5% 59.5% · · · · · · ·
Net Income CAGR 3Y 2-point trend, -6682.3% · -76.6% -1.1% · · · · · · · · ·
Dividend CAGR 5Y -67.4% · · · · · · · · · · ·
估值 (TTM) 13
MED 的年度估值 (TTM)数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +35.2% $386M $602M $1.07B $1.60B $1.53B $935M $714M $501M $302M $275M $273M $285M
Net Income TTM 12-point trend, -241.7% $-19M $2M $99M $144M $164M $103M $78M $56M $28M $18M $20M $13M
Market Cap 11-point trend, -67.2% $117M $193M $732M $1.25B $2.43B $2.31B $1.29B $1.48B $836M $494M $358M ·
P/E 12-point trend, -119.3% -6.3 92.7 7.4 9.1 15.1 22.6 17.0 27.1 30.5 27.9 18.3 32.6
P/S 11-point trend, -76.8% 0.3 0.3 0.7 0.8 1.6 2.5 1.8 3.0 2.8 1.8 1.3 ·
P/B 11-point trend, -85.4% 0.6 0.9 3.6 8.1 12.0 14.7 12.3 13.6 7.7 5.1 4.0 ·
P / Tangible Book 6-point trend, -96.0% 0.6 0.9 3.6 8.1 12.0 14.7 · · · · · ·
P / Cash Flow 11-point trend, +40.4% 17.1 7.9 5.0 6.4 25.7 15.9 15.3 24.4 19.3 19.5 12.2 ·
P / FCF 11-point trend, +597.3% 94.0 11.3 5.2 7.1 40.2 16.6 17.4 26.6 20.9 22.0 13.5 ·
Dividend Yield 10-point trend, -92.9% 0.17% 0.37% 10.0% 5.7% 2.6% 2.3% 2.8% 1.6% 1.8% 2.4% · ·
Earnings Yield 12-point trend, -618.6% -15.9% 1.1% 13.5% 11.0% 6.6% 4.4% 5.9% 3.7% 3.3% 3.6% 5.5% 3.1%
Payout Ratio 10-point trend, -101.6% -1.0% 34.2% 73.5% 49.9% 38.9% 51.7% 45.4% 41.5% 55.5% 66.7% · ·
Annual Payout 10-point trend, -98.4% $195.0K $715.0K $73M $72M $64M $53M $35M $23M $15M $12M · ·

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
2025-12-312024-12-312023-12-312022-12-312021-12-31
收入 $386M$602M$1.07B$1.60B$1.53B
毛利率 % 71.3%73.8%72.4%71.3%73.9%
营业利润率 % -3.7%0.48%11.8%11.6%14.2%
净收入 $-19M$2M$99M$144M$164M
稀释后每股收益 (EPS) $-1.70$0.19$9.10$12.73$13.89
资产负债表
2025-12-312024-12-312023-12-312022-12-312021-12-31
流动比率 4.73.32.41.61.8
速动比率 3.92.51.00.60.6
现金流
2025-12-312024-12-312023-12-312022-12-312021-12-31
自由现金流 $1M$17M$141M$178M$60M

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机构持有人 (13F) 125 家申报者 · $86.3M 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
31 (0 与上一季度对比) 24 (+7 与上一季度对比) 47 (+10 与上一季度对比) 26 (0 与上一季度对比) -297K

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
RENAISSANCE TECHNOLOGIES LLC $8261052 778610 9.57% 股份
Steamboat Capital Partners, LLC $7498076 706699 8.69% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $5758047 542700 6.67% 买入期权
TWO SIGMA INVESTMENTS, LP $5107452 481381 5.92% 股份
VANGUARD CAPITAL MANAGEMENT LLC $4738575 446614 5.49% 股份
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $4212128 396996 4.88% 股份
DIMENSIONAL FUND ADVISORS LP $3748163 353267 4.34% 股份
AMERICAN CENTURY COMPANIES INC $3383646 318911 3.92% 股份
CITADEL ADVISORS LLC $2476374 233400 2.87% 买入期权
AQR CAPITAL MANAGEMENT LLC $2434846 229486 2.82% 股份
Peapod Lane Capital LLC $2361531 222576 2.74% 股份
Lido Advisors, LLC $2337779 220337 2.71% 股份
Trexquant Investment LP $2256577 212684 2.61% 股份
GOLDMAN SACHS GROUP INC $1915975 180582 2.22% 股份
COMMONS CAPITAL, LLC $1590609 149916 1.84% 股份
Quinn Opportunity Partners LLC $1348658 127112 1.56% 股份
BRIDGEWAY CAPITAL MANAGEMENT, LLC $1242198 117078 1.44% 股份
RBF Capital, LLC $1156490 109000 1.34% 股份
Walleye Trading LLC $1145880 108000 1.33% 买入期权
TWO SIGMA ADVISERS, LP $1098972 102900 1.27% 股份
MORGAN STANLEY $1082586 102034 1.25% 股份
JANE STREET GROUP, LLC $1050040 98967 1.22% 股份
GEODE CAPITAL MANAGEMENT, LLC $1037962 97758 1.20% 股份
JPMORGAN CHASE & CO $988562 92389 1.15% 股份
Quantinno Capital Management LP $880598 82997 1.02% 股份
Divisadero Street Capital Management, LP $847092 79839 0.98% 股份
Virtus Family Office LLC $838827 79060 0.97% 股份
TUDOR INVESTMENT CORP ET AL $806689 76031 0.93% 股份
BNP PARIBAS FINANCIAL MARKETS $783846 73878 0.91% 股份
VANGUARD GROUP INC $716276 67067 0.83% 股份
BANK OF AMERICA CORP /DE/ $711295 67040 0.82% 股份
CITADEL ADVISORS LLC $696016 65600 0.81% 卖出期权
VANGUARD FIDUCIARY TRUST CO $672006 63337 0.78% 股份
Atom Investors LP $659083 62119 0.76% 股份
CITADEL ADVISORS LLC $565555 53304 0.66% 股份
STATE STREET CORP $555105 52319 0.64% 股份
Engineers Gate Manager LP $528686 49829 0.61% 股份
MILLENNIUM MANAGEMENT LLC $508283 47906 0.59% 股份
SummerHaven Investment Management, LLC $507529 47835 0.59% 股份
Centiva Capital, LP $471424 44432 0.55% 股份
Susquehanna Portfolio Strategies, LLC $443254 41777 0.51% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $422278 39800 0.49% 卖出期权
VICTORY CAPITAL MANAGEMENT INC $378300 35655 0.44% 股份
Jain Global LLC $373716 35223 0.43% 股份
D. E. Shaw & Co., Inc. $359424 33876 0.42% 股份
PDT Partners, LLC $347541 32756 0.40% 股份
PEAK6 LLC $333154 31400 0.39% 买入期权
XTX Topco Ltd $325239 30654 0.38% 股份
FEDERATED HERMES, INC. $321578 30309 0.37% 股份
Marquette Asset Management, LLC $318704 30038 0.37% 股份
VANGUARD PORTFOLIO MANAGEMENT LLC $308836 29108 0.36% 股份
NORTHERN TRUST CORP $265749 25047 0.31% 股份
Chico Wealth RIA $222810 21000 0.26% 股份
Point72 Asset Management, L.P. $222799 20999 0.26% 股份
Squarepoint Ops LLC $213685 20140 0.25% 股份
State of Wyoming $197282 18594 0.23% 股份
Walleye Capital LLC $182492 17200 0.21% 买入期权
Empowered Funds, LLC $182418 17193 0.21% 股份
MERCER GLOBAL ADVISORS INC /ADV $178057 16782 0.21% 股份
Brevan Howard Capital Management LP $159415 15025 0.18% 股份
LITTLEJOHN FINANCIAL SERVICES, INC. $146779 13834 0.17% 股份
Advisors Asset Management, Inc. $146334 8305 0.17% 股份
Schonfeld Strategic Advisors LLC $131212 12367 0.15% 股份
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $114522 10683 0.13% 股份
IEQ CAPITAL, LLC $113951 10740 0.13% 股份
Verdad Advisers, LP $108583 10234 0.13% 股份
CWM, LLC $92056 9034 0.11% 股份
BlackRock, Inc. $84678 7981 0.10% 股份
Arax Advisory Partners $79257 7470 0.09% 股份
RHUMBLINE ADVISERS $68804 6485 0.08% 股份
Tower Research Capital LLC (TRC) $63618 5996 0.07% 股份
MARSHALL WACE, LLP $58025 5469 0.07% 股份
Russell Investments Group, Ltd. $49782 4692 0.06% 股份
Vanguard Global Advisers, LLC $41612 3922 0.05% 股份
Walleye Trading LLC $36074 3400 0.04% 股份
AlphaQuest LLC $22086 2068 0.03% 股份
FMR LLC $21995 2073 0.03% 股份
WELLS FARGO & COMPANY/MN $20859 1966 0.02% 股份
Walleye Capital LLC $16976 1600 0.02% 卖出期权
Walleye Capital LLC $15406 1452 0.02% 股份
PNC Financial Services Group, Inc. $13432 1266 0.02% 股份
Integrated Wealth Concepts LLC $11289 1064 0.01% 股份
GAMMA Investing LLC $11056 1042 0.01% 股份
CREATIVE FINANCIAL DESIGNS INC /ADV $10610 1000 0.01% 股份
BARCLAYS PLC $8753 825 0.01% 股份
Jump Financial, LLC $8488 800 0.01% 股份
SIGNATUREFD, LLC $7395 697 0.01% 股份
Pinnacle Wealth Planning Services, Inc. $6695 631 0.01% 股份
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $6124 601 0.01% 股份
JONES FINANCIAL COMPANIES LLLP $6055 576 0.01% 股份
Allworth Financial LP $5550 523 0.01% 股份
C M BIDWELL & ASSOCIATES LTD $5273 497 0.01% 股份
Nuveen Asset Management, LLC $5092 289 0.01% 股份
IFP Advisors, Inc $4658 439 0.01% 股份
UBS Group AG $3639 343 0.00% 股份
GREAT LAKES ADVISORS, LLC $3427 323 0.00% 股份
Versant Capital Management, Inc $3289 310 0.00% 股份
GILL CAPITAL PARTNERS, LLC $1101 108 0.00% 股份
MJT & Associates Financial Advisory Group, Inc. $1061 100 0.00% 股份
True Wealth Design, LLC $955 90 0.00% 股份

公司内部人士 49 位内幕人士 · 21 位高管 · 26 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
Daniel R Chard Chairman & CEO 2022年5月5日 P 108598 0 0 $0
Michael S Mcdevitt Chief Executive Officer 2011年1月5日 S 340012 0 0 $0
James P. Maloney Chief Financial Officer 2022年7月20日 F 2944 0 0 $0
Timothy G Robinson Chief Financial Officer 2020年2月20日 F 47214 0 0 $0
Connors Brendan Chief Financial Officer 2011年1月5日 S 91484 0 0 $0
Mehrnaz Mona Ameli President, OPTAVIA 2017年11月17日 F 10809 0 0 $0
Margaret Macdonald Sheetz President & COO 2016年4月1日 S 327346 0 0 $0
Jonathan Barrett Mackenzie VP, Finance & CAO 2022年3月16日 A 657 0 0 $0
Stephen Kyle Johnson VP, Finance & CAO 2021年3月17日 A 665 0 0 $0
Joseph P Kelleman Vice President of Finance 2019年2月20日 A 2355 0 0 $0
Jason L Groves Executive VP & General Counsel 2015年2月17日 A 21697 0 0 $0
Jeanette M. Mills Executive Vice President 2014年8月18日 S 20116 0 0 $0
Guy Sheetz Executive Vice President 2014年2月5日 A 410430 0 0 $0
Dominick Vietri Executive Vice President 2014年2月5日 A 3804 0 0 $0
Brian Lloyd Executive Vice President 2014年2月5日 A 1865 0 0 $0
Donald Gould Executive Vice President 2014年2月5日 A 6804 0 0 $0
Brian Kagen Executive Vice President 2014年2月5日 A 3804 0 0 $0
Jeanne M Uphouse Executive Vice President 2014年2月5日 A 3804 0 0 $0
Brazdley T Macdonald Exec. Chairman of the Board 2011年1月5日 S 579521 0 0 $0
Leo Williams Executive Vice President 2010年11月29日 S 15000 0 0 $0
Robert J Hallock Corporate Vice President 2003年11月18日 P 1000 0 0 $0
Jeffrey J Brown 董事 2022年8月9日 P 3940 0 0 $0
Andrea B Thomas 董事 2022年8月8日 A 3014 0 0 $0
Ming Xian 董事 2022年8月8日 A 0 0 $0
Michael A. Hoer 董事 2022年8月8日 A 5138 0 0 $0
Scott Schlackman 董事 2022年8月8日 A 7260 0 0 $0
Constance J. Hallquist 董事 2022年8月8日 A 7882 0 0 $0
Kevin G Byrnes 董事 2021年11月11日 M 14922 0 0 $0
Michael C Macdonald 董事 2020年10月1日 S 266179 0 0 $0
Carl E Sassano 董事 2020年7月17日 G 18199 0 0 $0
Charles P Connolly 董事 2018年3月9日 M 41374 0 0 $0
Welling Glenn W. 董事 2017年12月1日 S 22380 0 0 $0
Jorgene K. Hartwig 董事 2017年3月13日 M 9808 0 0 $0
Barry B Bondroff 董事 2015年6月11日 S 14533 0 0 $0
John P Mcdaniel 董事 2015年6月4日 S 18289 0 0 $0
Jerry D Reece 董事 2015年2月17日 A 8792 0 0 $0
Harvey C Barnum JR 董事 2015年2月17日 A 8742 0 0 $0
Catherine T Maguire 董事 2015年2月17日 A 15074 0 0 $0
Donald F Reilly 董事 2015年2月17日 A 0 0 0 $0
George Lavin 董事 2013年7月31日 D 24785 0 0 $0
Joseph D Calderone 董事 2009年3月24日 A 21700 0 0 $0
Carthy Dennis Mc 董事 2009年3月24日 A 17075 0 0 $0
Michael J Mcdevitt 董事 2007年2月15日 A 17400 0 0 $0
VISIUM BALANCED MASTER FUND, LTD. 10% 所有者 2016年5月31日 S 0 0 0 $0
Shirley Macdonald 2010年5月12日 S 0 0 0 $0
Mary T Travis 2009年12月17日 S 12583 0 0 $0
Richard J Law 2009年8月13日 S 62081 0 0 $0
RNI-NV Limited Partnership 2005年8月8日 S 1088830 0 0 $0
Scott Zion 2004年7月28日 P 185000 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 7 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
Steamboat Capital Partners, LLC, Parsa Kiai 2026年3月20日 6.00% 初始申报 董事会活动 SEC
Engaged Capital Flagship Master Fund, LP, Engaged Capital Co-Invest X, LP, Engaged Capital Co-Invest X-A, LP, Engaged Capital Opportunities Fund, LP, Engaged Capital Flagship Fund, LP, Engaged Capital Flagship Fund, Ltd., Engaged Capital, LLC, Engaged Capital Holdings, LLC, Glenn W. Welling ×5 申报 2020年7月15日 初始申报 SEC
Engaged Capital Master Feeder II, LP, Engaged Capital Master Feeder I, LP, Engaged Capital I, LP, Engaged Capital I Offshore, Ltd., Engaged Capital II, LP, Engaged Capital II Offshore Ltd., Engaged Capital, LLC, Engaged Capital Holdings, LLC, Glenn W. Welling 2016年6月3日 初始申报 SEC
ModusLink Securities Corp., ModusLink Global Solutions, Inc. ×6 申报 2016年1月19日 初始申报 SEC
Engaged Capital Master Feeder I, LP, Engaged Capital Master Feeder II, LP, Engaged Capital I, LP, Engaged Capital I Offshore, Ltd., Engaged Capital II, LP, Engaged Capital II Offshore Ltd., Engaged Capital, LLC, Engaged Capital Holdings, LLC, Glenn W. Welling ×4 申报 2015年9月1日 初始申报 SEC
未披露的报告人, 未披露的报告人 2002年12月12日 初始申报 SEC
未披露的报告人, 未披露的报告人 2002年5月6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.

ETF持仓 由 34 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
FSCC · Federated Hermes ETF Trust 0.13% 28502 NS 2026年5月31日 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund ... 0.09% 48444 NS 2026年4月30日 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0.05% 377616 NS 2026年5月31日 N-PORT
SFGV · EA Series Trust 0.02% 17218 NS 2026年5月29日 N-PORT
GSSC · Goldman Sachs ETF Trust 0.01% 9249 NS 2026年5月31日 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0.01% 232366 NS 2026年5月31日 N-PORT
DFSV · Dimensional ETF Trust 0.01% 61752 NS 2026年4月30日 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.01% 16693 NS 2026年5月31日 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0.00% 4892 NS 2026年5月31日 N-PORT
RSSL · Global X Funds 0.00% 4682 NS 2026年4月30日 N-PORT
ITWO · ProShares Trust 0.00% 508 NS 2026年5月31日 N-PORT
DFAS · Dimensional ETF Trust 0.00% 37570 NS 2026年4月30日 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.00% 50935 NS 2026年5月31日 N-PORT
UWM · ProShares Trust 0.00% 397 NS 2026年5月31日 N-PORT
URTY · ProShares Trust 0.00% 404 NS 2026年5月31日 N-PORT
DCOR · Dimensional ETF Trust 0.00% 2019 NS 2026年4月30日 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.00% 384 NS 2026年5月31日 N-PORT
HDG · ProShares Trust 0.00% 10 NS 2026年5月31日 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.00% 4578 NS 2026年5月31日 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0.00% 7873 NS 2026年5月31日 N-PORT
DFUS · Dimensional ETF Trust 0.00% 2079 NS 2026年4月30日 N-PORT
DFAC · Dimensional ETF Trust 0.00% 5600 NS 2026年4月30日 N-PORT
VXF · VANGUARD INDEX FUNDS 2026年7月15日 每日
VTI · VANGUARD INDEX FUNDS 2026年7月15日 每日
VXUS · VANGUARD STAR FUNDS 2026年7月15日 每日
VGK · VANGUARD INTERNATIONAL EQUITY IND... 2026年7月15日 每日
VT · VANGUARD INTERNATIONAL EQUITY IND... 2026年7月15日 每日
VSS · VANGUARD INTERNATIONAL EQUITY IND... 2026年7月15日 每日
VEA · VANGUARD TAX-MANAGED FUNDS 2026年7月15日 每日
IWC · iShares Trust 2026年8月18日 每日
PRFZ · Invesco Exchange-Traded Fund Trust 2026年7月13日 每日
VRIG · Invesco Actively Managed Exchange... 2026年8月18日 每日
VSGX · VANGUARD WORLD FUND 2026年7月30日 每日
SMLF · iShares Trust 2026年8月10日 每日