PRI Primerica, Inc. Common Stock
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关于 Primerica, Inc. Common Stock 公司概况(来自维基百科)
Primerica, Inc. is a multi-level marketing company that provides insurance, investment and financial services to middle-income families in the United States and Canada.
Primerica is the parent company of National Benefit Life Insurance Company, Primerica Life, Peach Re, and Vidalia Re. Primerica acquired e-Telequote in July 2021. The company that would become Primerica was founded in 1981. Primerica had its initial public offering in 2010.
Primerica's headquarters are located in Duluth, Georgia.
History
In 1980, A.L. Williams (founded in 1977) entered into a contract with Boston-based Massachusetts Indemnity and Life Insurance Company (MILICO), an underwriter of life insurance and a subsidiary of Santa Monica–based PennCorp Financial Services. In 1981, the company established First American National Corporation as a holding company for First American Life Insurance and First American National Securities. These companies were later renamed to the A.L. Williams Corporation, A.L. Williams Life Insurance Company, and PFS Investments, Inc, respectively. In 1982, the A.L. Williams Corporation was listed on the over-the-counter market under the symbol ALWC. In 1983, the company became listed on the NASDAQ exchange under the same symbol.
PennCorp finalized a merger agreement with American Can Company in 1983, and became its subsidiary along with MILICO. In 1986 Triangle Industries bought American Can's packaging division and the rights to the company's name. In 1987 American Can changed its name to Primerica Corporation, with Gerald Tsai as CEO, the first Chinese American to lead a member of the Dow Jones Industrials.
In December 1988, Sanford Weill's Commercial Credit acquired Primerica Corporation for $1.54 billion, retaining the Primerica name. On February 6, 1989, Primerica Corporation began trading on the New York Stock Exchange.
Throughout the next ten years, Primerica Corporation's affiliated companies A.L Williams, MILICO, and FANS changed their names to Primerica Financial Services, Primerica Life Insurance Company, and Primerica Financial Services Investments, respectively.
In December 1993, Primerica fully acquired Travelers Insurance Corporation and adopted the name Travelers Inc., which was changed to Travelers Group the following year. Travelers Group included Primerica Financial Services, Smith Barney, and other financial businesses. Joe Plumeri was chairman and CEO of Primerica Financial Services from 1995 to 1999. In 1998, Primerica had net income of $398 million on net sales of $1.65 billion.
In December 1997, Primerica announced it was going to begin offering pre-paid legal services through Pre-Paid Legal Services, Inc., at the time a subsidiary of Travelers Group, Inc. In 1998, the US Securities and Exchange Commission (SEC) censured and fined PFS Investments Inc., the securities arm for Primerica, for failure to properly supervise a group of registered representatives in Dearborn, Michigan. The SEC found that PFS Investments Inc. had failed to have in place effective policies and procedures to follow up adequately on three complaints received about the Dearborn registered representatives, "selling away" activities. By the date of the ruling, PFS Investments reported it had complied with the final recommendations made by the independent consultant.
In 1998, Travelers Group and Citicorp merged creating Citigroup (NYSE: C). Primerica and its affiliates continued to operate as subsidiaries of Citigroup, although the Travelers insurance business was spun off in 2002.
Citigroup attempted to sell Primerica in 2008, having received several bids from life insurance companies and private equity firms interested in buying. At the time the market value of the company was estimated to be $7 billion. JC Flowers & Co. LLC and Protective Life Corp began to purchase the company but the deal was canceled for undisclosed reasons.
During the COVID-19 pandemic, in 2020, Primerica paid out $1.7 billion in death claims. This was a 15.8% increase over 2019. The financial services company ended 2021 with $900 billion in active term life insurance.
Initial public offering
On November 5, 2009, Citi announced that it intended to spin off Primerica through an initial public offering. The first trading occurred on April 1, 2010, priced at $15 a share the day before trading. Citi raised $320 million through the IPO.
In a separate offering, private equity firm Warburg Pincus bought a 23-percent stake in Primerica, and had the option to purchase an additional 10-percent stake from Citi. On December 19, 2011, Citigroup sold its remaining equity stake in Primerica.
Primerica was listed by Forbes as one of "America's 50 Most Trustworthy Financial Companies" in 2015.
In July 2021, Primerica acquired e-Telequote, a health insurance marketer.
Products and business model
Primerica uses a multi-level marketing strategy, with eleven tiers of representatives and recruiters selling financial products and services for commission.
The company primarily sells term life insurance, as well as other financial services including auto and home insurance, mutual funds, and credit monitoring.
In 2010, Primerica was reported to have over 100,000 representatives selling the company's financial products, with individual earnings averaging $5,156 per year. Some people working for Primerica and similar multi-level marketing organizations reported that they ended up losing money, due to the fees they had to pay.
In 2012, Primerica was the target of multiple lawsuits alleging that the company's representatives sought to profit by earning commissions after convincing Florida firefighters, teachers, and other public workers to divest from safe government-secured retirement investments to high-risk retirement products offered by Primerica. In January 2014, the company announced that it was working on a settlement with up to 238 plaintiffs, for $15.4 million.
来源:维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗
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?
| 指标 | 5年趋势 | PRI | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| P/E (TTM) | 11.15年均值 ≈13.7 | ≈13.7 | 15.8 | 低估 | |
| P/S (TTM) | 2.55年均值 ≈2.4 | ≈2.4 | 1.0 | 估值过高 | |
| 市净率 (MRQ) | 3.45年均值 ≈3.4 | ≈3.4 | 1.9 | 估值过高 | |
| Price / Cash Flow (市现率) | 9.45年均值 ≈9.2 | ≈9.2 | 7.5 | 价格较高 | |
| 市净率(有形资产) (MRQ) | 3.45年均值 ≈5.1 | ≈5.1 | · | · | |
| PEG Ratio (市盈率增长比) | ≈0.6 | · | · | · |
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 | PRI | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| 税前利润率 (TTM) | 29.9%5年均值 ≈24.7% | ≈24.7% | 10.7% | 顶尖 | |
| 净利润率 (TTM) | 23.2%5年均值 ≈17.2% | ≈17.2% | 9.8% | 顶尖 | |
| ROA (TTM) | 5.4%5年均值 ≈3.4% | ≈3.4% | 0.42% | 顶尖 | |
| ROE (TTM) | 33.0%5年均值 ≈23.7% | ≈23.7% | 11.2% | 顶尖 |
财务健康 债务、流动性、偿付能力 — 资产负债表强度
基本面数据不足,尚无法计算此比率组。
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 | PRI | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Revenue YoY (营收同比增长) | 6.6%5年均值 ≈8.5% | ≈8.5% | · | · | |
| Revenue CAGR 3Y (营收3年复合年增长率) | 7.4%5年均值 ≈6.4% | ≈6.4% | · | · | |
| Revenue CAGR 5Y (营收5年复合年增长率) | 8.2% | · | · | · | |
| EPS YoY | 67.1%5年均值 ≈22.1% | ≈22.1% | · | · | |
| Net Income YoY (净利润同比增长) | 59.7%5年均值 ≈17.2% | ≈17.2% | · | · | |
| EPS CAGR 3Y (每股收益年复合增长率(3年)) | 22.9%5年均值 ≈15.3% | ≈15.3% | · | · | |
| EPS CAGR 5Y (每股收益年复合增长率(5年)) | 19.1% | · | · | · | |
| Net Income CAGR 3Y (净利润年复合增长率(3年)) | 16.8%5年均值 ≈10.2% | ≈10.2% | · | · | |
| Net Income CAGR 5Y (净利润年复合增长率(5年)) | 14.2% | · | · | · |
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 | PRI | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Asset Turnover (资产周转率) | 0.25年均值 ≈0.2 | ≈0.2 | 0.1 | 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。) | ≈$1.4M | · | · | · |
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
| 除息日 | 金额 | 货币 | 收益率 |
|---|---|---|---|
| 八月 21, 2026 | $1.20 | USD | ≈1.6% |
| 五月 21, 2026 | $1.20 | USD | ≈1.6% |
| 二月 23, 2026 | $1.20 | USD | ≈1.7% |
| 十一月 21, 2025 | $1.04 | USD | ≈1.6% |
| 八月 22, 2025 | $1.04 | USD | ≈1.5% |
| 五月 22, 2025 | $1.04 | USD | ≈1.4% |
| 二月 21, 2025 | $1.04 | USD | ≈1.3% |
| 十一月 21, 2024 | $0.90 | USD | ≈1.1% |
| 八月 21, 2024 | $0.90 | USD | ≈1.2% |
| 五月 20, 2024 | $0.75 | USD | ≈1.2% |
| 二月 20, 2024 | $0.75 | USD | ≈1.1% |
| 十一月 20, 2023 | $0.65 | USD | ≈1.3% |
| 八月 18, 2023 | $0.65 | USD | ≈1.2% |
| 五月 19, 2023 | $0.65 | USD | ≈1.3% |
| 二月 17, 2023 | $0.65 | USD | ≈1.3% |
| 十一月 21, 2022 | $0.55 | USD | ≈1.5% |
| 八月 19, 2022 | $0.55 | USD | ≈1.6% |
| 五月 19, 2022 | $0.55 | USD | ≈1.7% |
| 二月 18, 2022 | $0.55 | USD | ≈1.4% |
| 十一月 19, 2021 | $0.47 | USD | ≈1.2% |
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 | 报告 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|---|
| 2026年6月30日 | 八月 4, 2026 | $6.41 | $6.09 | 5.3% |
| 2026年3月31日 | 五月 11, 2026 | $5.96 | $5.53 | 7.7% |
| 2025年12月31日 | $6.13 | $5.73 | 6.9% | |
| 2025年9月30日 | $6.33 | $5.60 | 13.1% | |
| 2025年6月30日 | $5.46 | $5.26 | 3.8% | |
| 2025年3月31日 | $5.02 | $4.83 | 3.9% |
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 | $3.29B | $3.09B | $2.75B | $2.66B | $2.71B | $2.22B | $2.05B | $1.90B | $1.69B | $1.52B | $1.40B | $1.34B | |
| Cost of Revenue | · | · | $55M | $68M | $53M | · | · | · | · | · | · | · | |
| Interest Expense | · | · | $27M | $27M | $31M | $29M | $29M | $29M | $28M | $29M | $34M | $35M | |
| Pretax Income | $975M | $939M | $772M | $719M | $644M | $507M | $477M | $416M | $380M | $338M | $291M | $276M | |
| Income Tax | $223M | $219M | $181M | $164M | $168M | $121M | $111M | $92M | $29M | $118M | $101M | $96M | |
| Net Income | $751M | $471M | $577M | $472M | $477M | $386M | $366M | $324M | $350M | $219M | $190M | $181M | |
| EPS (Basic) | $22.95 | $13.73 | $15.97 | $12.37 | $12.03 | $9.60 | $8.65 | $7.35 | $7.63 | $4.59 | $3.70 | $3.29 | |
| EPS (Diluted) | $22.91 | $13.71 | $15.94 | $12.33 | $11.99 | $9.57 | $8.62 | $7.33 | $7.61 | $4.59 | $3.70 | $3.29 | |
| Shares (Basic) | 32,632,000 | 34,142,000 | 35,954,000 | 37,997,000 | 39,530,000 | 40,065,000 | 42,181,000 | 43,854,000 | 45,598,000 | 47,411,000 | 50,881,000 | 54,567,000 | |
| Shares (Diluted) | 32,680,000 | 34,199,000 | 36,027,000 | 38,106,000 | 39,652,000 | 40,185,000 | 42,314,000 | 43,985,000 | 45,689,000 | 47,453,000 | 50,913,000 | 54,598,000 | |
| EBITDA | · | · | · | · | · | · | · | · | · | · | · | $12M |
资产负债表
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $756M | $688M | $594M | $489M | $393M | $548M | $257M | $262M | $280M | $212M | $152M | $192M | |
| Short-term Investments | · | · | · | · | · | · | · | $8M | · | · | · | · | |
| PP&E (Net) | $40M | $41M | $38M | $53M | $67M | $58M | $46M | $36M | $28M | $27M | $29M | $26M | |
| PP&E (Gross) | $216M | $199M | $179M | $186M | $182M | $158M | $137M | $112M | $99M | $94M | $101M | $92M | |
| Accum. Depreciation | $176M | $158M | $141M | $134M | $115M | $100M | $91M | $76M | $71M | $67M | $72M | $65M | |
| Goodwill | · | · | $128M | $128M | $179M | · | · | · | · | · | · | · | |
| Intangibles | $45M | $45M | $45M | $186M | $196M | $45M | $45M | $48M | $52M | $55M | $58M | $62M | |
| Total Assets | $15.01B | $14.58B | $15.03B | $14.64B | $16.20B | $14.91B | $13.69B | $12.60B | $12.46B | $11.44B | $10.61B | $10.74B | |
| Deferred Tax | $28M | $58M | $54M | $167M | $226M | $202M | $189M | $164M | $153M | $199M | $142M | · | |
| Total Liabilities | $12.57B | $12.32B | $12.96B | $12.61B | $14.03B | $13.07B | $12.04B | $11.13B | $11.04B | $10.22B | $9.47B | $9.49B | |
| Common Stock | $318.0K | $334.0K | $350.0K | $368.0K | $394.0K | $393.0K | $412.0K | $427.0K | $443.0K | $457.0K | $483.0K | $522.0K | |
| Retained Earnings | $2.42B | $2.23B | $2.28B | $2.15B | $2.00B | $1.71B | $1.59B | $1.49B | $1.38B | $1.14B | $953M | $796M | |
| Stockholders' Equity | $2.45B | $2.26B | $2.07B | $2.03B | $925M | $1.84B | $1.65B | $1.46B | $1.42B | $1.22B | $1.15B | $1.25B | |
| Liabilities + Equity | $15.01B | $14.58B | $15.03B | $14.64B | $16.12B | $14.91B | $13.69B | $12.60B | $12.46B | $11.44B | $10.61B | $10.74B | |
| Shares Outstanding | 31,810,000 | 33,368,000 | 34,996,000 | 36,824,000 | 39,368,000 | 39,306,000 | 41,207,000 | 42,694,000 | 44,251,000 | 45,721,000 | 48,297,000 | 52,169,000 |
现金流
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $19M | $23M | $32M | $34M | $30M | $18M | $18M | $12M | $14M | $15M | $11M | $12M | |
| Stock-based Comp | $25M | $25M | $19M | $22M | $17M | $19M | $18M | $17M | $15M | $13M | $15M | $18M | |
| Deferred Tax | $-30M | $-32M | $-45M | $-52M | $3M | $266.0K | $-841.0K | $3M | $-54M | $44M | $38M | $26M | |
| Other Non-cash | · | · | · | · | · | · | · | · | · | · | · | $227.0K | |
| Operating Cash Flow | $901M | $862M | $693M | $758M | $657M | $643M | $486M | $478M | $392M | $294M | $264M | $237M | |
| Investing Cash Flow | $-236M | $-232M | $-90M | $-200M | $-923M | $-54M | $-202M | $-233M | $-131M | $-48M | $-58M | $-16M | |
| Stock Repurchased | $450M | $425M | $375M | $356M | $19M | $231M | $225M | $210M | $150M | $150M | $200M | $148M | |
| Net Stock Activity | $-450M | $-428M | $-375M | $-356M | $-19M | $-231M | $-225M | $-210M | $-150M | $-150M | $-200M | $-148M | |
| Dividends Paid | $272M | $290M | $330M | $255M | $75M | $64M | $58M | $44M | $36M | $33M | $33M | $27M | |
| Financing Cash Flow | $-600M | $-551M | $-480M | $-458M | $108M | $-302M | $-290M | $-261M | $-193M | $-187M | $-235M | $-176M | |
| Net Change in Cash | $68M | $75M | $124M | $97M | $-155M | $291M | $-5M | $-18M | $68M | $60M | $-40M | $43M | |
| Taxes Paid | $236M | $140M | $227M | · | · | · | · | · | · | · | · | · |
盈利能力
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 22.8% | 15.2% | 20.5% | 13.7% | 13.8% | 17.4% | 17.8% | 17.1% | 20.7% | 14.4% | 13.5% | 13.5% | |
| Pretax Margin | 29.6% | 30.4% | 26.7% | 18.1% | 18.9% | 22.9% | 23.2% | 21.9% | 22.5% | 22.2% | 20.7% | 20.6% | |
| EBITDA Margin | · | · | · | · | · | · | · | · | · | · | · | 0.92% | |
| ROA | 5.1% | 3.2% | 3.9% | 2.4% | 2.4% | 2.7% | 2.8% | 2.6% | 2.9% | 2.0% | 1.8% | 1.7% | |
| ROE | 31.9% | 22.4% | 26.3% | 20.2% | 17.9% | 21.7% | 22.5% | 22.3% | 25.9% | 18.0% | 16.6% | 14.3% |
效率
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.1 | 0.1 | 0.1 | 0.1 |
每股
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $76.89 | $67.70 | $59.03 | $46.75 | $52.90 | $46.71 | $40.10 | $34.23 | $32.07 | $26.71 | $23.72 | $23.87 | |
| Revenue / Share | $100.73 | $90.33 | $78.16 | $71.38 | $68.34 | $55.18 | $48.51 | $43.19 | $36.97 | $32.01 | $27.60 | $24.54 | |
| Cash Flow / Share | $27.58 | $25.21 | $19.22 | $19.88 | $16.57 | $16.01 | $11.47 | $10.87 | $8.50 | $6.16 | $5.09 | $4.35 | |
| Cash / Share | $23.77 | $20.61 | $17.52 | $13.29 | $9.97 | $13.93 | $6.23 | $6.14 | $6.33 | $4.64 | $3.15 | $3.69 | |
| Dividend / Share | $4.16 | $3.30 | $2.60 | $2.20 | $1.88 | $1.60 | $1.36 | $1.00 | $0.78 | $0.70 | $0.64 | $0.48 | |
| EPS (TTM) | $22.91 | $13.71 | $15.94 | $12.33 | $11.99 | $9.57 | $8.62 | $7.33 | $7.61 | $4.59 | $3.70 | $3.29 |
增长率
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.6% | 12.4% | 3.4% | -1.9% | 22.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.4% | 4.5% | 7.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 8.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 67.1% | -14.0% | 29.3% | 2.8% | 25.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 22.9% | 4.6% | 18.5% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 19.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 59.7% | -18.4% | 22.1% | -1.1% | 23.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 16.8% | -0.48% | 14.3% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 14.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 33.4% | · | · | · | · | · | · | · | · | · | · | · |
估值 (TTM)
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.29B | $3.09B | $2.75B | $2.66B | $2.71B | $2.22B | $2.05B | $1.90B | $1.69B | $1.52B | $1.40B | $1.34B | |
| Net Income TTM | $751M | $471M | $577M | $472M | $477M | $386M | $366M | $324M | $350M | $219M | $190M | $181M | |
| Market Cap | $8.22B | $9.06B | $7.20B | $5.22B | $6.03B | $5.26B | $5.38B | $4.17B | $4.49B | $3.16B | $2.28B | $2.83B | |
| P/E | 11.3 | 19.8 | 12.9 | 11.5 | 12.8 | 14.0 | 15.1 | 13.3 | 13.3 | 15.1 | 12.8 | 16.5 | |
| P/S | 2.5 | 2.9 | 2.6 | 2.0 | 2.2 | 2.4 | 2.6 | 2.2 | 2.7 | 2.1 | 1.6 | 2.1 | |
| P/B | 3.4 | 4.0 | 3.5 | 3.0 | 2.9 | 2.9 | 3.3 | 2.9 | 3.2 | 2.6 | 2.0 | 2.3 | |
| P / Tangible Book | 3.4 | 4.1 | 3.8 | 3.0 | 11.0 | 2.9 | · | · | · | · | · | · | |
| P / Cash Flow | 9.1 | 10.5 | 10.4 | 6.9 | 9.2 | 8.2 | 11.1 | 8.7 | 11.6 | 10.8 | 8.8 | 11.9 | |
| Dividend Yield | 3.3% | 3.2% | 4.6% | 4.9% | 1.2% | 1.2% | 1.1% | 1.1% | 0.80% | 1.1% | 1.4% | 0.94% | |
| Earnings Yield | 8.9% | 5.1% | 7.8% | 8.7% | 7.8% | 7.1% | 6.6% | 7.5% | 7.5% | 6.6% | 7.8% | 6.1% | |
| Payout Ratio | 36.2% | 61.6% | 57.2% | 68.4% | 20.0% | 16.7% | 15.7% | 13.6% | 10.2% | 15.2% | 17.3% | 14.6% | |
| Annual Payout | $272M | $290M | $330M | $255M | $75M | $64M | $58M | $44M | $36M | $33M | $33M | $27M |
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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $865M | $873M | $854M | $840M | $793M | $805M | $788M | $774M | $791M | $736M | $673M | $697M | $673M | $671M | $673M | $669M | |
| Cost of Revenue | · | · | · | · | · | · | · | · | $16M | $14M | · | $13M | $13M | $15M | $13M | $19M | |
| Interest Expense | · | · | · | $6M | $6M | $6M | · | $6M | $6M | $7M | · | $7M | $7M | $7M | $7M | $7M | |
| Pretax Income | $258M | $249M | $247M | $272M | $234M | $221M | $219M | $255M | $273M | $193M | $210M | $206M | $195M | $171M | $121M | $163M | |
| Income Tax | $56M | $59M | $50M | $65M | $56M | $52M | $51M | $60M | $63M | $45M | $48M | $49M | $46M | $40M | $42M | $37M | |
| Net Income | $202M | $190M | $197M | $207M | $178M | $169M | $167M | $164M | $1M | $138M | $152M | $152M | $145M | $128M | $80M | $128M | |
| EPS (Basic) | $6.46 | $5.98 | $6.12 | $6.36 | $5.41 | $5.06 | $4.92 | $4.84 | $0.03 | $3.94 | $4.30 | $4.23 | $3.97 | $3.47 | $2.12 | $3.32 | |
| EPS (Diluted) | $6.45 | $5.97 | $6.11 | $6.35 | $5.40 | $5.05 | $4.92 | $4.83 | $0.03 | $3.93 | $4.28 | $4.23 | $3.97 | $3.46 | $2.11 | $3.31 | |
| Shares (Basic) | 31,196,000 | 31,681,000 | · | 32,404,000 | 32,870,000 | 33,292,000 | · | 33,834,000 | 34,383,000 | 34,883,000 | · | 35,760,000 | 36,215,000 | 36,710,000 | 37,438,000 | 38,386,000 | |
| Shares (Diluted) | 31,237,000 | 31,728,000 | · | 32,451,000 | 32,911,000 | 33,342,000 | · | 33,891,000 | 34,440,000 | 34,937,000 | · | 35,822,000 | 36,290,000 | 36,804,000 | 37,541,000 | 38,501,000 |
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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $600M | $646M | $756M | $645M | $621M | $625M | $688M | $550M | $627M | $593M | · | $469M | $562M | $515M | $438M | $400M | |
| PP&E (Net) | · | · | $40M | · | · | · | $41M | · | · | · | · | · | · | · | · | · | |
| PP&E (Gross) | · | · | $216M | · | · | · | $199M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $176M | · | · | · | $158M | · | · | · | · | · | · | · | · | · | |
| Goodwill | · | · | · | · | · | · | · | · | $0 | $128M | · | $128M | $128M | $128M | $128M | $188M | |
| Intangibles | $45M | $45M | $45M | $45M | $45M | $45M | $45M | $45M | $45M | $172M | · | $178M | $180M | $183M | $188M | $191M | |
| Total Assets | $14.78B | $14.68B | $15.01B | $14.85B | $14.83B | $14.59B | $14.58B | $14.82B | $14.57B | $14.91B | · | $14.43B | $14.75B | $14.80B | $15.04B | $15.33B | |
| Deferred Tax | · | · | $28M | · | · | · | $58M | · | · | · | · | $228M | $169M | $199M | $129M | $165M | |
| Total Liabilities | $12.26B | $12.16B | $12.57B | $12.55B | $12.52B | $12.33B | $12.32B | $12.87B | $12.44B | $12.72B | · | $12.12B | $12.74B | $12.87B | $13.42B | $13.55B | |
| Common Stock | $309.0K | $313.0K | $318.0K | $321.0K | $326.0K | $331.0K | $334.0K | $335.0K | $340.0K | $346.0K | · | $353.0K | $358.0K | $364.0K | $370.0K | $378.0K | |
| Retained Earnings | $2.47B | $2.44B | $2.42B | $2.32B | $2.27B | $2.25B | $2.23B | $2.13B | $2.12B | $2.29B | · | $2.22B | $2.19B | $2.15B | $1.89B | $1.95B | |
| Stockholders' Equity | $2.52B | $2.52B | $2.45B | $2.30B | $2.31B | $2.26B | $2.26B | $1.95B | $2.12B | $2.19B | $2.07B | $2.31B | $2.02B | $1.92B | $1.62B | $1.78B | |
| Liabilities + Equity | $14.78B | $14.68B | $15.01B | $14.85B | $14.83B | $14.59B | $14.58B | $14.82B | $14.57B | $14.91B | · | $14.43B | $14.75B | $14.80B | $15.04B | $15.33B | |
| Shares Outstanding | 30,898,000 | 31,344,000 | 31,810,000 | 32,076,000 | 32,545,000 | 33,022,000 | 33,368,000 | 33,508,000 | 33,994,000 | 34,609,000 | 34,996,000 | 35,342,000 | 35,846,000 | 36,407,000 | 37,027,000 | 37,768,000 |
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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $4M | $5M | $4M | $5M | $5M | $4M | $5M | $7M | $7M | $7M | $7M | $9M | $9M | $8M | $9M | |
| Stock-based Comp | $3M | $13M | $5M | $4M | $2M | $13M | $6M | $4M | $3M | $13M | $2M | $2M | $2M | $12M | $1M | $6M | |
| Operating Cash Flow | $194M | $157M | $338M | $203M | $163M | $197M | $271M | $207M | $173M | $211M | $241M | $140M | $136M | $176M | $167M | $170M | |
| Investing Cash Flow | $-62M | $-87M | $-120M | $-15M | $-2M | $-99M | $-51M | $-125M | $30M | $-86M | $-2M | $-102M | $45M | $-31M | $-8M | $24M | |
| Stock Repurchased | $135M | $135M | $70M | $129M | $133M | $118M | $44M | $129M | $143M | $109M | $73M | $106M | $111M | $85M | $97M | $128M | |
| Net Stock Activity | · | $-135M | · | · | · | $-118M | · | · | · | $-109M | · | · | · | $-85M | · | · | |
| Dividends Paid | $37M | $38M | $169M | $34M | $34M | $35M | · | $31M | $26M | $26M | · | $23M | $24M | $24M | $21M | $21M | |
| Financing Cash Flow | $-177M | $-179M | $-108M | $-163M | $-167M | $-161M | $-79M | $-160M | $-169M | $-143M | $-96M | $-130M | $-135M | $-119M | $-118M | $-153M | |
| Net Change in Cash | $-46M | $-110M | $111M | $24M | $-4M | $-63M | $138M | $-77M | $34M | $-20M | $144M | $-93M | $46M | $26M | $38M | $40M |
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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 23.4% | 21.8% | · | 24.6% | 22.5% | 21.0% | · | 21.2% | 0.15% | 18.6% | · | 21.4% | 21.0% | 18.1% | 7.7% | 16.1% | |
| Pretax Margin | 29.8% | 28.6% | · | 32.4% | 29.6% | 27.5% | · | 32.9% | 0.97% | 24.1% | · | 28.0% | 27.4% | 23.6% | 12.8% | 20.5% | |
| ROA | 1.4% | 1.3% | · | 1.4% | 1.2% | 1.1% | · | 1.1% | 0.01% | 0.93% | · | 1.0% | 0.96% | 0.81% | 0.34% | 0.70% | |
| ROE | 8.4% | 8.0% | · | 9.8% | 8.1% | 7.6% | · | 7.7% | 0.06% | 6.7% | · | 7.7% | 7.6% | 6.5% | 2.8% | 5.7% |
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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $81.65 | $80.39 | · | $71.58 | $70.90 | $68.33 | · | $58.10 | $62.42 | $63.16 | · | $65.43 | $56.23 | $52.77 | $43.75 | $47.01 | |
| Revenue / Share | $27.69 | $27.51 | · | $25.88 | $24.11 | $24.14 | · | $22.84 | $23.37 | $21.26 | · | $19.85 | $18.97 | $18.75 | $17.93 | $17.37 | |
| Cash Flow / Share | · | $4.94 | · | · | · | $5.92 | · | · | · | $6.04 | · | · | · | $4.78 | · | · | |
| Cash / Share | $19.42 | $20.60 | · | $20.10 | $19.09 | $18.93 | · | $16.42 | $18.45 | $17.15 | · | $13.26 | $15.67 | $14.15 | $11.83 | $10.59 | |
| Dividend / Share | $1.20 | $1.20 | $1.04 | $1.04 | $1.04 | $1.04 | $0.90 | $0.90 | $0.75 | $0.75 | $0.65 | $0.65 | $0.65 | $0.65 | $0.55 | $0.55 | |
| EPS (TTM) | $24.88 | $23.83 | · | $21.72 | $20.20 | $14.83 | · | $13.07 | $12.47 | $16.41 | · | $15.66 | $13.54 | $12.88 | $11.82 | $12.53 |
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 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.43B | $3.36B | · | $3.23B | $3.16B | $3.16B | · | $2.97B | $2.90B | $2.78B | · | $2.67B | $2.64B | $2.64B | $2.76B | $2.78B | |
| Net Income TTM | $796M | $772M | · | $721M | $679M | $502M | · | $455M | $443M | $586M | · | $574M | $502M | $485M | $461M | $494M | |
| Market Cap | $8.78B | $7.85B | · | $8.90B | $8.91B | $9.40B | · | $8.88B | $8.04B | $8.75B | · | $6.86B | $7.09B | $6.27B | $4.57B | $4.52B | |
| P/E | 11.4 | 10.5 | · | 12.8 | 13.5 | 19.2 | · | 20.3 | 19.0 | 15.4 | · | 12.4 | 14.6 | 13.4 | 10.4 | 9.6 | |
| P/S | 2.6 | 2.3 | · | 2.8 | 2.8 | 3.0 | · | 3.0 | 2.8 | 3.1 | · | 2.6 | 2.7 | 2.4 | 1.7 | 1.6 | |
| P/B | 3.5 | 3.1 | · | 3.9 | 3.9 | 4.2 | · | 4.6 | 3.8 | 4.0 | · | 3.0 | 3.5 | 3.3 | 2.8 | 2.5 | |
| P / Tangible Book | 3.5 | 3.2 | · | 4.0 | 3.9 | 4.2 | · | 4.7 | 3.9 | 4.6 | · | 3.4 | 4.2 | 3.9 | 3.5 | 3.2 | |
| P / Cash Flow | · | 50.1 | · | · | · | 47.6 | · | · | · | 41.5 | · | · | · | 35.6 | · | · | |
| Dividend Yield | 3.2% | 3.5% | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 8.8% | 9.5% | · | 7.8% | 7.4% | 5.2% | · | 4.9% | 5.3% | 6.5% | · | 8.1% | 6.9% | 7.5% | 9.6% | 10.5% | |
| Payout Ratio | · | 20.1% | · | · | · | 20.5% | · | · | · | 19.0% | · | · | · | 19.1% | · | · | |
| Annual Payout | $278M | $275M | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
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 | $3.29B | $3.09B | $2.75B | $2.66B | $2.71B |
| 净收入 | $751M | $471M | $577M | $472M | $477M |
| 稀释后每股收益 (EPS) | $22.91 | $13.71 | $15.94 | $12.33 | $11.99 |
基本面数据不足,尚无法生成此报表。
基本面数据不足,尚无法生成此报表。
机构持有人 (13F) 556 家申报者 · $9.3B 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。
| 新仓位 | 已退出持仓 | 增加 | 减少 | 净股数变动 |
|---|---|---|---|---|
| 65 (-5 与上一季度对比) | 41 (-4 与上一季度对比) | 183 (-2 与上一季度对比) | 176 (+17 与上一季度对比) | -245K |
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 | $849178423 | 3286803 | 9.15% | 股份 |
| BlackRock, Inc. | $848160542 | 2984379 | 9.14% | 股份 |
| FMR LLC | $802175591 | 2822574 | 8.64% | 股份 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $786810996 | 2768511 | 8.48% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $521917385 | 1836444 | 5.62% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $402138737 | 1414985 | 4.33% | 股份 |
| Burgundy Asset Management Ltd. | $356866881 | 1324968 | 3.84% | 股份 |
| STATE STREET CORP | $295933481 | 1041286 | 3.19% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $257487849 | 905865 | 2.77% | 股份 |
| Brave Warrior Advisors, LLC | $246078265 | 865863 | 2.65% | 股份 |
| BANK OF MONTREAL /CAN/ | $213220767 | 750249 | 2.30% | 股份 |
| BAMCO INC /NY/ | $190826943 | 671453 | 2.06% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $187788880 | 660719 | 2.02% | 股份 |
| FIDUCIARY MANAGEMENT INC /WI/ | $151827029 | 534226 | 1.64% | 股份 |
| FIRST TRUST ADVISORS LP | $150246004 | 528663 | 1.62% | 股份 |
| LYRICAL ASSET MANAGEMENT LP | $137790107 | 484835 | 1.48% | 股份 |
| AGF MANAGEMENT LTD | $122010470 | 429312 | 1.31% | 股份 |
| AQR CAPITAL MANAGEMENT LLC | $113553302 | 399554 | 1.22% | 股份 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $105978549 | 372901 | 1.14% | 股份 |
| Invesco Ltd. | $99640805 | 350601 | 1.07% | 股份 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $91149761 | 320724 | 0.98% | 股份 |
| NORTHERN TRUST CORP | $83193012 | 292727 | 0.90% | 股份 |
| Bank of New York Mellon Corp | $79044054 | 278128 | 0.85% | 股份 |
| Life Cycle Investment Partners Ltd | $74997822 | 263891 | 0.81% | 股份 |
| WELLS FARGO & COMPANY/MN | $74337790 | 261568 | 0.80% | 股份 |
| MORGAN STANLEY | $72146732 | 253857 | 0.78% | 股份 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $69356736 | 244042 | 0.75% | 股份 |
| NORDEA INVESTMENT MANAGEMENT AB | $62892505 | 219344 | 0.68% | 股份 |
| Quantum Capital Management, LLC / NJ | $61072015 | 214890 | 0.66% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $56107617 | 197423 | 0.60% | 股份 |
| AMERICAN CENTURY COMPANIES INC | $53789681 | 189267 | 0.58% | 股份 |
| FIL Ltd | $53495818 | 188233 | 0.58% | 股份 |
| Quantinno Capital Management LP | $49176393 | 173034 | 0.53% | 股份 |
| GOLDMAN SACHS GROUP INC | $48593119 | 170982 | 0.52% | 股份 |
| Qube Research & Technologies Ltd | $46121113 | 162284 | 0.50% | 股份 |
| ROYAL LONDON ASSET MANAGEMENT LTD | $40120514 | 141170 | 0.43% | 股份 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $35408355 | 141362 | 0.38% | 股份 |
| RAYMOND JAMES FINANCIAL INC | $34655964 | 121942 | 0.37% | 股份 |
| PhiloSmith Capital Corp | $33421920 | 117600 | 0.36% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $31813632 | 111941 | 0.34% | 股份 |
| JPMORGAN CHASE & CO | $31121675 | 106968 | 0.34% | 股份 |
| Arbejdsmarkedets Tillaegspension | $30091096 | 105880 | 0.32% | 股份 |
| Nuveen, LLC | $29387069 | 103403 | 0.32% | 股份 |
| MACKENZIE FINANCIAL CORP | $27040493 | 95146 | 0.29% | 股份 |
| ProShare Advisors LLC | $27023441 | 95086 | 0.29% | 股份 |
| EULAV Asset Management | $26986495 | 94956 | 0.29% | 股份 |
| BANK OF AMERICA CORP /DE/ | $26768639 | 94189 | 0.29% | 股份 |
| RHUMBLINE ADVISERS | $25304567 | 89038 | 0.27% | 股份 |
| ENVESTNET ASSET MANAGEMENT INC | $24695107 | 86893 | 0.27% | 股份 |
| RENAISSANCE TECHNOLOGIES LLC | $24651508 | 86740 | 0.27% | 股份 |
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 |
|---|---|---|---|---|---|
| Warburg Pincus Private Equity X, L.P . S.S. OR, Warburg Pincus X Partners, L.P . S.S. OR, Warburg Pincus X, L.P . S.S. OR, Warburg Pincus X LLC S.S. OR, Warburg Pincus Partners LLC S.S. OR, Warburg Pincus & Co. S.S. OR, Warburg Pincus LLC S.S. OR, Charles R. Kaye S.S. OR, Joseph P. Landy S.S. OR ×14 申报 | 2013年6月5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.
公司内部人士 28 位内幕人士 · 10 位高管 · 18 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 |
|---|---|---|---|---|---|---|
| Glenn J. Williams | Chief Executive Officer | 2026年9月14日 G | 26721 | 0 | 4 | $-2191185 |
| Alison S. Rand | Executive VP and CFO | 2023年11月30日 S | 6444 | 0 | 0 | $0 |
| Peter W. Schneider | President | 2026年8月17日 S | 8011 | 0 | 4 | $-2031006 |
| William A. Kelly | President of Subsidiary | 2020年3月1日 M | 17981 | 0 | 0 | $0 |
| Gregory C. Pitts | Executive VP and COO | 2024年3月11日 S | 3379 | 0 | 0 | $0 |
| Nicholas Adam Jendusa | Principal Accounting Officer | 2026年3月1日 M | 306 | 0 | 1 | $-48547 |
| Tracy Xiangyan Tan | EVP and Chief Financial Office | 2026年3月1日 M | 2146 | 0 | 0 | $0 |
| Jeffrey S. Fendler | Executive Vice President | 2016年8月12日 S | 32988 | 0 | 0 | $0 |
| Michael C. Adams | Executive Vice President | 2016年8月1日 S | 40589 | 0 | 0 | $0 |
| Chess E. Britt | Executive Vice President | 2016年3月1日 M | 65399 | 0 | 0 | $0 |
| Amber Lynne Cottle | 董事 | 2026年9月14日 A | 3561 | 0 | 1 | $-87503 |
| Joel M. Babbit | 董事 | 2026年9月14日 A | 9177 | 0 | 1 | $-178500 |
| Barbara A. Yastine | 董事 | 2026年9月14日 A | 19970 | 0 | 0 | $0 |
| Donald R. Williams | 董事 | 2026年9月14日 A | 21047 | 0 | 0 | $0 |
| Cynthia N Day | 董事 | 2026年9月14日 A | 20446 | 0 | 0 | $0 |
| Sanjeev Dheer | 董事 | 2026年5月21日 A | 4351 | 0 | 0 | $0 |
| Darryl L. Wilson | 董事 | 2026年5月21日 A | 2007 | 0 | 0 | $0 |
| John A. Addison Jr. | 董事 | 2026年5月21日 A | 16343 | 0 | 0 | $0 |
| Beatriz R Perez | 董事 | 2026年3月13日 A | 11362 | 0 | 0 | $0 |
| Gary L Crittenden | 董事 | 2026年3月13日 A | 20808 | 0 | 0 | $0 |
| George P Benson | 董事 | 2023年3月14日 A | 15342 | 0 | 0 | $0 |
| Mark Mason | 董事 | 2019年3月15日 J | 4456 | 0 | 0 | $0 |
| Robert F Mccullough | 董事 | 2018年3月16日 J | 18120 | 0 | 0 | $0 |
| Daniel Zilberman | 董事 | 2013年6月3日 S | 0 | 0 | 0 | $0 |
| Michael E. Martin | 董事 | 2013年6月3日 S | 0 | 0 | 0 | $0 |
| CITIGROUP INC | 董事 | 2011年9月16日 S | 17018430 | 0 | 0 | $0 |
| Ellyn A Mccolgan | 董事 | 2010年8月19日 A | 2819 | 0 | 0 | $0 |
| Saxby C Chambliss | · | 2022年3月14日 A | 7830 | 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 91 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 |
|---|---|---|---|---|
| SOVF · Elevation Series Trust | 2.76% | 7544 NS | 2026年7月31日 | N-PORT |
| OSCV · ETF Series Solutions | 2.50% | 55114 NS | 2026年7月31日 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 1.32% | 259839 SH | 2026年10月2日 | 每日 |
| GRPM · Invesco Exchange-Traded Fund Trust | 1.22% | 22041 SH | 2026年10月2日 | 每日 |
| XMLV · Invesco Exchange-Traded Fund Trus... | 1.14% | 28671 SH | 2026年10月2日 | 每日 |
| SDVD · First Trust Exchange-Traded Fund IV | 0.98% | 27815 NS | 2026年7月31日 | N-PORT |
| PDP · Invesco Exchange-Traded Fund Trust | 0.84% | 45209 SH | 2026年10月2日 | 每日 |
| FFSM · FIDELITY COVINGTON TRUST | 0.78% | 36299 NS | 2026年7月31日 | N-PORT |
| FXO · First Trust Exchange-Traded Alpha... | 0.68% | 23832 NS | 2026年7月31日 | N-PORT |
| CVY · Invesco Exchange-Traded Fund Trust | 0.65% | 2755 SH | 2026年10月2日 | 每日 |
| HSMV · First Trust Exchange-Traded Fund III | 0.61% | 676 NS | 2026年7月31日 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0.41% | 4203 NS | 2026年7月31日 | N-PORT |
| BSMS · Invesco Exchange-Traded Self-Inde... | 0.39% | 1250000 | 2026年10月2日 | 每日 |
| VFQY · VANGUARD WELLINGTON FUND | 0.38% | 6412 SH | 2026年8月19日 | 每日 |
| FNK · First Trust Exchange-Traded Alpha... | 0.32% | 2280 NS | 2026年7月31日 | N-PORT |
| PTMC · Pacer Funds Trust | 0.28% | 3423 NS | 2026年7月31日 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trus... | 0.28% | 4147 SH | 2026年10月2日 | 每日 |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.27% | 17846 SH | 2026年8月19日 | 每日 |
| BKMC · BNY Mellon ETF Trust | 0.27% | 5412 NS | 2026年7月31日 | N-PORT |
| FNX · First Trust Exchange-Traded Alpha... | 0.25% | 10872 NS | 2026年7月31日 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.24% | 50415 SH | 2026年8月19日 | 每日 |
| BSMT · Invesco Exchange-Traded Self-Inde... | 0.23% | 650000 | 2026年10月2日 | 每日 |
| FSMD · FIDELITY COVINGTON TRUST | 0.23% | 18121 NS | 2026年7月31日 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0.22% | 13600 SH | 2026年10月2日 | 每日 |
| BBMC · J.P. Morgan Exchange-Traded Fund ... | 0.22% | 13666 NS | 2026年7月31日 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund ... | 0.22% | 3128 NS | 2026年7月31日 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.21% | 458 NS | 2026年7月31日 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.21% | 11247 SH | 2026年8月19日 | 每日 |
| SMDX · Tidal Trust III | 0.20% | 824 NS | 2026年7月31日 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.20% | 95353 NS | 2026年7月31日 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.19% | 457060 SH | 2026年8月19日 | 每日 |
| ISCG · iShares Trust | 0.15% | 4937 SH | 2026年9月11日 | 每日 |
| IYF · iShares Trust | 0.14% | 21080 SH | 2026年9月11日 | 每日 |
| RWK · Invesco Exchange-Traded Fund Trus... | 0.14% | 6334 SH | 2026年10月2日 | 每日 |
| JQUA · J.P. Morgan Exchange-Traded Fund ... | 0.14% | 34717 NS | 2026年7月31日 | N-PORT |
| BSMR · Invesco Exchange-Traded Self-Inde... | 0.13% | 465000 | 2026年10月2日 | 每日 |
| SMMD · iShares Trust | 0.13% | 16973 SH | 2026年9月11日 | 每日 |
| VFMF · VANGUARD WELLINGTON FUND | 0.12% | 3078 SH | 2026年8月19日 | 每日 |
| FNCL · FIDELITY COVINGTON TRUST | 0.11% | 8248 NS | 2026年7月31日 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.11% | 720100 SH | 2026年8月19日 | 每日 |
| VXF · VANGUARD INDEX FUNDS | 0.10% | 358022 SH | 2026年8月19日 | 每日 |
| VFH · VANGUARD WORLD FUND | 0.10% | 51133 SH | 2026年8月19日 | 每日 |
| WSML · iShares Trust | 0.10% | 2265 SH | 2026年9月11日 | 每日 |
| FAB · First Trust Exchange-Traded Alpha... | 0.10% | 505 NS | 2026年7月31日 | N-PORT |
| IWS · iShares Trust | 0.09% | 46972 SH | 2026年9月11日 | 每日 |
| ESML · iShares Trust | 0.09% | 8571 SH | 2026年9月11日 | 每日 |
| DXUV · Dimensional ETF Trust | 0.08% | 1380 NS | 2026年7月31日 | N-PORT |
| BSMU · Invesco Exchange-Traded Self-Inde... | 0.07% | 195000 | 2026年10月2日 | 每日 |
| PFIG · Invesco Exchange-Traded Fund Trus... | 0.07% | 105000 | 2026年10月2日 | 每日 |
| IWR · iShares Trust | 0.07% | 128781 SH | 2026年9月11日 | 每日 |
| EQAL · Invesco Exchange-Traded Fund Trus... | 0.06% | 1817 SH | 2026年10月2日 | 每日 |
| DFSU · Dimensional ETF Trust | 0.06% | 4272 NS | 2026年7月31日 | N-PORT |
| DIVB · iShares Trust | 0.05% | 3678 SH | 2026年9月11日 | 每日 |
| DFAC · Dimensional ETF Trust | 0.04% | 66259 NS | 2026年7月31日 | N-PORT |
| VIG · VANGUARD SPECIALIZED FUNDS | 0.04% | 176172 SH | 2026年8月19日 | 每日 |
| VYM · VANGUARD WHITEHALL FUNDS | 0.04% | 124987 SH | 2026年8月19日 | 每日 |
| DGRO · iShares Trust | 0.04% | 53390 SH | 2026年9月11日 | 每日 |
| DCOR · Dimensional ETF Trust | 0.04% | 3710 NS | 2026年7月31日 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0.03% | 887 SH | 2026年10月2日 | 每日 |
| IUS · Invesco Exchange-Traded Self-Inde... | 0.03% | 995 SH | 2026年10月2日 | 每日 |
| IWD · iShares Trust | 0.02% | 69446 SH | 2026年9月11日 | 每日 |
| DFAU · Dimensional ETF Trust | 0.02% | 8399 NS | 2026年7月31日 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.02% | 18897 SH | 2026年8月19日 | 每日 |
| ESGV · VANGUARD WORLD FUND | 0.02% | 7073 SH | 2026年8月19日 | 每日 |
| TILT · FlexShares Trust | 0.02% | 1360 NS | 2026年7月31日 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.02% | 6864 SH | 2026年10月2日 | 每日 |
| DFUS · Dimensional ETF Trust | 0.01% | 9606 NS | 2026年7月31日 | N-PORT |
| IUSG · iShares Trust | 0.01% | 15681 SH | 2026年9月11日 | 每日 |
| ITOT · iShares Trust | 0.01% | 43448 SH | 2026年9月11日 | 每日 |
| IWV · iShares Trust | 0.01% | 9140 SH | 2026年9月11日 | 每日 |
| IWB · iShares Trust | 0.01% | 21610 SH | 2026年9月11日 | 每日 |
| IYY · iShares Trust | 0.01% | 1306 SH | 2026年9月11日 | 每日 |
| IUSV · iShares Trust | 0.01% | 11323 SH | 2026年9月11日 | 每日 |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 997136 SH | 2026年8月19日 | 每日 |
| VT · VANGUARD INTERNATIONAL EQUITY IND... | 0.01% | 27581 SH | 2026年8月19日 | 每日 |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.01% | 5136 SH | 2026年8月19日 | 每日 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 2640 SH | 2026年8月19日 | 每日 |
| OMFL · Invesco Exchange-Traded Self-Inde... | 0.01% | 1426 SH | 2026年10月2日 | 每日 |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | 2026年7月15日 | 每日 |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 2026年7月15日 | 每日 |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月15日 | 每日 |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月14日 | 每日 |
| IJH · iShares Trust | · | 1094298 SH | 2026年9月11日 | 每日 |
| IJK · iShares Trust | · | 104894 SH | 2026年9月11日 | 每日 |
| IJJ · iShares Trust | · | 66865 SH | 2026年8月21日 | 每日 |
| IAK · iShares Trust | · | 16625 SH | 2026年9月11日 | 每日 |
| XJH · iShares Trust | · | 4266 SH | 2026年9月8日 | 每日 |
| ISCB · iShares Trust | · | 1418 SH | 2026年9月11日 | 每日 |
| ISCV · iShares Trust | · | 3572 SH | 2026年9月11日 | 每日 |
| SMLF · iShares Trust | · | 34164 SH | 2026年9月11日 | 每日 |
| SMMV · iShares Trust | · | 2340 SH | 2026年9月1日 | 每日 |
PRI 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
12个月价格目标
6 位分析师 · 2026-09-28平均目标 $324.50 +17.8%
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。
| 股票代码 | 市值 | P/E | 营收同比增长 | 净利润率 | ROE | 毛利率 |
|---|---|---|---|---|---|---|
| PRI | $8.22B | 11.3 | 6.6% | 22.8% | 31.9% | · |
| PRU | · | · | · | · | · | · |
| PFG | $19.18B | 16.8 | -3.1% | 7.6% | 10.3% | · |
| UNM | · | · | · | · | · | · |
| GL | $12.90B | 9.9 | 3.7% | 19.4% | 20.4% | · |
| OSCR | · | -8.5 | 27.5% | -3.8% | -44.5% | · |
| LNC | $8.46B | 7.6 | -1.2% | 6.5% | 12.3% | · |
| CNO | $4.01B | 18.5 | 0.85% | 5.1% | 8.9% | · |
| GNW | $3.54B | 16.7 | 0.08% | 3.0% | 2.6% | · |
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