TFC Truist Financial Corporation Common Stock
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| 除息日 | 拆股 | 类型 |
|---|---|---|
| 1998年8月4日 | 2-for-1 | 正向 |
| 1989年7月3日 | 3-for-2 | 正向 |
| 1987年6月23日 | 3-for-2 | 正向 |
| 1985年4月29日 | 2-for-1 | 正向 |
| 1983年7月1日 | 5-for-4 | 正向 |
关于 Truist Financial Corporation Common Stock 公司概况(来自维基百科)
Truist Financial Corporation () is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T (Branch Banking and Trust Company) and SunTrust. Its bank operates 1,928 branches in 15 states and Washington, D.C., offering consumer, commercial, and investment banking, securities brokerage, asset management, mortgage, and insurance products and services. It is the tenth-largest bank in the United States, with $523 billion in assets.
History
History of BB&T
In 1872, Alpheus Branch and Thomas Jefferson Hadley founded the Branch and Hadley merchant bank in their hometown of Wilson, North Carolina. After many transactions, mostly with local farmers, Branch bought out Hadley's shares in 1887 and renamed the company Branch and Company, Bankers. Also in 1887, the bank moved to its new headquarters on Nash Street in downtown Wilson, North Carolina. Two years later, Branch, his father-in-law Gen. Joshua Barnes, Hadley, and three other men secured a charter from the North Carolina General Assembly to operate the Wilson Banking and Trust Company. After many more name changes, the company finally settled on the name Branch Banking and Trust Company. Branch remained an active member of the company until his death in 1893. The 1903 Branch Banking and Trust Company Building at Wilson was listed on the National Register of Historic Places in 1978.
BB&T sold Liberty bonds during World War I and grew to have more than $4 million in assets by 1923. BB&T Insurance Services was added in 1922 and a mortgage division was added in 1923. Even though banks across the United States failed as a result of the Wall Street crash of 1929, BB&T survived; it was the only one to do so in the town of Wilson.
History of Southern National Bank
In 1897, the Bank of Lumberton was started by Angus Mclean in Lumberton, North Carolina, the predecessor of Southern National. The founding board members of the bank were Angus Mclean, Thomas McNeill, R. D. Caswell, C. B. Townsend, S. A. Edmund, R. L. Steele, W. L. F. Steel, T. C. Guthrie, and H. B. Jennings. The board was composed of members from Lumberton, Rockingham, North Carolina, and Bennettsville, South Carolina. Thomas McNeill was selected to be the bank's first president. He resigned a year later, when he was appointed as a judge. After McNeill resigned Mclean became president. Mclean did not simply view himself as a banker, he wanted to build companies that had a good return on their investment, created jobs, and benefited the communities they operated within. In 1955 Hector MacLean, Angus Mclean's son, was named president. The Bank of Lumberton changed its name to Southern National Bank in 1959.
In 1979, the Carolina State Bank of Gastonia, started in 1971, became part of Southern National. In 1982, Southern National took over Winston-Salem-based Forsyth Bank & Trust, led by Glenn Orr.
In 1985, Southern National had assets of $1.5 billion. With the purchase of a former Northwestern Bank branch in Hickory, which had to be sold after the First Union-Northwestern merger, Southern National had 99 branches in 26 counties. In 1986, Southern National Corporation entered South Carolina with the $10 million purchase of Horry County National Bank of Loris. Later that year, Southern National announced the $5.6 million purchase of First Palmetto Bancshares Corp. of Columbia and the $9.75 million purchase of Capital Bank and Trust Co. of Belton. At the time, Southern National was North Carolina's seventh-largest banking company. Also in 1986, Southern National sold its Southern National Mortgage Co. to NCNB for an estimated $7 million. Southern National had not intended to sell the business but NCNB made a good offer, and the bank could use the money for its South Carolina purchases. NCNB had exited the mortgage business in 1981 to concentrate on interstate banking, though NCNB bought Bank of North Carolina in 1982 and sold that bank's mortgages to Southern National. In May 1989, Southern National announced its purchase of Allied Bankshares Inc. of Thomson, Georgia. The $59 million deal fell apart but would have been the first acquisition of a Georgia bank by a mid-sized N.C. bank. Another failed deal in 1990 would have given Southern National $1 billion in South Carolina assets and 53 offices in the state. NBSC had $540 million in assets, while Southern National Corp. had $3.4 billion and was N.C.'s fifth largest bank holding company. NBSC shareholders objected to the $53 million deal.
In 1990, Hector MacLean retired from the bank. During his presidency, the bank changed its name, grew from $3 million in assets to $3.3 billion, and grew to 148 branches. MacLean's successor was Glenn Orr. Early in 1993, Southern National completed its purchase of First Federal Savings Bank in Winston-Salem, putting Southern National behind only Wachovia in Forsyth County deposits. Southern National had $4.5 billion in assets, $3.9 billion of those in North Carolina, and was the state's sixth largest banking company. The company's North Carolina banking operations began moving to Winston-Salem, though Orr and the corporate headquarters stayed in Lumberton. One reason for the move was the 20-story, 239,000-square-foot (22,200 m2) One Triad Park, which had 74,000 square feet (6,900 m2) of space Southern National could move into immediately. One of the other contenders, Greensboro, would not have a new building ready, and the bank would need a temporary home. With Southern National taking 80,000 square feet (7,400 m2) on eight floors, the building's name changed to Southern National Financial Center on May 3.
Also in 1993, Southern National announced the purchase of Goldsboro-based East Coast Federal Savings Bank, with $256 million in assets, which Orr called "one of the best savings banks in the state." The deal would make Southern National number one in deposits in Fayetteville, the state's fifth-largest banking market. In 1993, Southern National announced the acquisition of First Savings Bank, FSB, headquartered in Greenville, South Carolina. With just over $2 billion in assets, it was the third largest financial institution in South Carolina. Orr, along with BB&T Chairman John Allison, helped facilitate the Southern Nation BB&T merger.
Merger with Southern National Bank
In 1995, the bank merged with Southern National Bank, another bank with roots in the eastern part of the state. This gave BB&T 437 branches in 220 cities in the Carolinas and Virginia. The merged company became Southern National Corp., but all of its banking subsidiaries took the BB&T name. With $19 billion in assets, BB&T had the most North Carolina deposits and branches of any bank. Southern National head Glenn Orr and new BB&T chairman John Allison said the merger likely created a bank that would be too rich to be taken over by an out-of-state bank. Orr retired once the merger was complete. The headquarters became BB&T Financial Center in Winston-Salem, North Carolina.
In 1997, Southern National Corp. took over United Carolina Bank, another eastern North Carolina–based bank, in a $985 million deal announced in November 1996. UCB had $4.5 billion in assets. 400 employees worked in Whiteville but despite losing the headquarters, the town would eventually have 500 BB&T employees working at a 250-employee call center and other operations. Starting September 22, 1997, 91 UCB branches began the process of changing to BB&T, and 67 other branches of the two banks closed starting in October because they were close to other BB&T locations.
On May 19, 1997, Southern National Corp. changed its name to BB&T Corp. and its stock symbol SN to BBT.
Acquisitions
The bank continued to expand nationwide through the 1990s, purchasing Fidelity Financial Bankshares, First Financial of Petersburg, Maryland, Maryland Federal Bancorp, and Franklin Bancorporation. In 1998, BB&T acquired MainStreet Financial of Martinsville, Virginia, and Mason-Dixon Bancshares of Westminster, Maryland, and further expanded into Georgia and West Virginia after purchasing First Liberty of Macon, Georgia, and Matewan Bancshares.-
In 2000, BB&T purchased One Valley Bancorp, which was itself formed from a combination of community banks throughout West Virginia. This move gave BB&T the largest bank presence in West Virginia. In 2002, BB&T completed its acquisition of MidAmerica Bancorp of Louisville, Kentucky. (Bank of Louisville) and AREA Bancshares Corporation of Owensboro, Kentucky. In 2003, BB&T completed its acquisition of First Virginia Banks of Falls Church, Virginia. In 2005, the bank acquired Main Street Banks of metro Atlanta for $622 million. In 2006, the bank acquired Coastal Federal Bank, based in Myrtle Beach.
In late 2008, the bank accepted $3.1 billion in bailout money through the sale of preferred shares to the U.S. Treasury's Troubled Asset Relief Program. In June 2009, the bank repurchased the shares. In July 2008, the company acquired Puckett, Scheetz & Hogan. In December 2008, the company acquired J. Rolfe Davis. On August 14, 2009, the bank acquired Colonial Bank after its seizure by the FDIC. This acquisition added more than 340 branches in Alabama, Florida, Georgia, Nevada, and Texas, along with approximately $22 billion in assets. BB&T sold the Nevada branches to U.S. Bancorp in January 2010.
The company acquired Atlantic Risk Management. In November 2011, the company acquired Precept, an employee benefits consulting firm. In July 2012, the bank acquired BankAtlantic, and its $2.1 billion in loans and $3.3 billion in deposits. The company also began selling flood insurance online. In December 2013, the bank acquired 21 Citigroup branches in Texas for $36 million, adding $1.2 billion in deposits. In September 2014, the bank acquired 41 more Citigroup branches, adding $2.3 billion in deposits.
In June 2015, the bank acquired Bank of Kentucky for $363 million, which added $1.9 billion in assets and gave BB&T a presence in the Northern Kentucky-Cincinnati market and its first branches in Ohio. In August 2015, the bank acquired Susquehanna Bank for $2.5 billion, adding 240 branches and $18.7 billion in assets, and marking the bank's entry into Pennsylvania and New Jersey. In April 2016, the company acquired Swett & Crawford, a wholesale insurance broker. In April 2016, the bank acquired National Penn for $1.8 billion, which added 124 branches in Pennsylvania, New Jersey, and Maryland, $9.6 billion in assets, and $6.7 billion in deposits. On August 29, 2018, BB&T announced as many as 630 employees would move from its former corporate headquarters on West Nash Street in Wilson to a $35 million, 95,000-square-foot facility on Pine Street. On October 16, 2018, BB&T announced plan to move 500 employees into a 100,000-square-foot, $10 million building in Whiteville, N.C.
In May 2022, Truist announced the organisation had acquired the 12-person San Francisco based, gamified financial technology start-up company Long Game Savings inc. The monetary value paid for the company has been left undisclosed.
Insurance services
BB&T has been in the insurance business since 1922. In the late '80s and early '90s the division was losing money. In 1990 Henry William and Wade Reece, a BB&T branch manager, met to discuss how to make the business profitable again. In 1995 the insurance services division made 6 acquisitions of insurance companies based across North Carolina. In July 1999 the insurance services division had acquired 24 insurance companies in North Carolina, 15 in Virginia, 3 in South Carolina, and 1 in Georgia. By 2010 BB&T's insurance division had grown to be the sixth largest broker in the US and the seventh largest in the world with $1 billion in annual revenue. The division has completed 60 mergers since 1999. In 2002 CRC was acquired, whose businesses include specialty and high risk clients. TAPCO and Southern Cross were also acquired and merged into CRC. In February 2008, the division acquired Burkey Risk Services. In April 2008 UnionBanc Insurance Services was acquired. In November 2009, the division acquired Oswald Trippe.
In September 2011 Liberty Benefit Insurance Services, an agency operating in California, was acquired. In February 2012, the division acquired the life insurance, property, and casualty insurance divisions of Crump Group. In March 2014, the Insurance Services division acquired Woodbury & Co., an insurance broker operating in the Carolinas. In April 2014 Caledonian Insurance Group was, a company which specialized in insurance brokerage services for the aviation industry. In April 2015, BB&T subsidiary CRC Insurance Services acquired the assets of Napco LLC, a broker of catastrophic commercial insurance. In the June 2015 acquisition of Bank of Kentucky part of the deal was also American Coastal Insurance which increased BB&T's ownership in AMRisc. In April 2018 the insurance service division announced it was purchasing Regions Insurance Group which was owned by Regions Financial Corporation and the purchase was completed in July 2018. The business was based in Memphis, Tennessee and had offices in 10 states. This acquisition significantly added the insurance division's retail and whole lines of business. The acquisition provided BB&T Insurance Services with 60,000 new clients in multiple states.
In June 2020 BB&T Insurance Holdings rebranded as Truist Insurance Holdings and moved its headquarters to Charlotte, North Carolina inside the Truist Center, Truist's corporate headquarters. Insurance services has been an important area of growth for Truist. In 2020 it accounted for 10% of Truist's revenue. Kelly King CEO of Truist stated the company's goal is to have the insurance division eventually make up 14% to 15% of Truist's revenue.
In February 2024, Truist Financial agreed to divest the insurance business to an investor group led by Clayton, Dubilier & Rice and Stone Point Capital.
History of SunTrust
SunTrust Banks is the combination of three companies, two banks, one based in Georgia and one based in Florida, and an investment company. The three companies are Trust Company of Georgia, Sun Bank, and The Robinson-Humphrey Company.
On September 21, 1891 what subsequently became the Trust Company of Georgia was started by John M. Green, Joel Hurt, H. L. Atwater, W. A. Hansell, T. J. Hightower, J. G. Oglesby, J. D. Turner, John B. Daniel, Joseph Hirsch, Leon Lieberman, Louis Wellhouse, A. J. McBride, D. O. Dougherty, W. A. Gregg, W. W. Draper, A. C. Hook, W. T. Ashford, George W. Brooke, C. I. Branan, and C. D. Montgomery. In November 1893, it restructured as a trust company and renamed itself Trust Company of Georgia.
The earliest predecessor of Sun Bank was founded in 1911 as The People's National Bank in Orlando, Florida. In 1920, it became the First National Bank. In the early 1930s, during the Great Depression, the First National Bank and Trust Company failed. It was reorganized on Valentine's Day 1934 as the First National Bank at Orlando. In 1973, the bank merged with other Orlando banks to become SunBanks. As of December 31, 1973, it had three bank-related subsidiaries and total assets of $1.713 billion. In 1985 the Trust Company of Georgia and Sun Banks Inc. merge to form SunTrust Banks Inc.
The Robinson-Humphrey Company was founded as a municipal bond shop by Roby Robinson in 1894. Robinson and William G. Humphrey, a bond trader from Toledo, Ohio, eventually incorporated The Robinson-Humphrey Co. in 1902. It blossomed into the leading investment banking firm in the South under Chairman Justus Martin Jr., who helped broaden its ties to Atlanta corporations, European clients and the firm's wealthy families who were brokerage clients. Martin was at the helm when Robinson-Humphrey commissioned the building of the bold Atlanta Financial Center in city's tony Buckhead business district in the early 1980s. In 1982, Martin sold Robinson-Humphrey to American Express, which was then run by another Atlanta deal maker and fellow Georgia Tech grad, James Robinson (no relation to Roby Robinson). Under AmEx, the firm operated as part of Shearson Lehman Brothers Inc. In 1993, deal maker Sandy Weill orchestrated a deal for Shearson's retail division, and Robinson-Humphrey was included in the sale, using the Smith Barney unit of Primerica Corp. The company was acquired by SunTrust in 2001. In June 2020 SunTrust Robinson Humphrey and BB&T Capital Markets combined to form the new Truist Securities.
SunTrust merger
On February 7, 2019, it was reported that Winston-Salem-based BB&T and Atlanta-based SunTrust Banks would come together in a merger of equals to create the eighth-largest US bank in the biggest bank deal since the 2008 financial crisis. BB&T would be the nominal survivor, and the merged bank would retain BB&T's stock price history. However, the merged bank would be headquartered in Charlotte, North Carolina, retaining significant operations in Winston-Salem. It was subsequently announced that Winston-Salem would be the bank's headquarters for community banking, while Atlanta would be the hub for wholesale / retail banking. SunTrust had been the last major bank headquartered in Atlanta, which had been the South's financial capital for much of the 20th century.
On June 12, 2019 BB&T and SunTrust announced that the merged company would be called Truist Financial Corporation. This name resulted from research that included hiring Interbrand, seeking opinions of employees of both banks, and focus groups. The new name drew criticism from analysts and customers of both banks on social media.
The merger was completed at midnight December 6, 2019. BB&T CEO Kelly King retained the same position with the new company. Customers of both banks were given free access to all of Truist's ATMs free of charge. The merged bank continued to operate under the BB&T and SunTrust names until the two banks' computer hardware, software and networking systems were streamlined, a process that was projected take as long as two years. Due to delays related to the COVID-19 pandemic, Truist announced in April 2021 that core conversion to combine the branches will be performed in early 2022. However, on the day the merger closed, SunTrust Bank merged into Branch Banking & Trust Company, forming Truist Bank as the merged company's legal banking entity.
On December 11, 2019, Truist officially exercised its option to purchase Hearst Tower in downtown Charlotte from Cousins Properties. Truist moved its corporate headquarters to Hearst Tower, which was renamed to Truist Center. Truist had taken over 550,000 square feet (51,000 m2) of 965,000 square feet (89,700 m2) total. The bank announced the deal was completed March 31, 2020. However, due to the COVID-19 pandemic, further actions will be delayed.
Truist unveiled its logo in January 2020, with two Ts representing touch and technology, and a shade of purple combining the blue of SunTrust and the burgundy of BB&T. In November 2020, the bank used helicopters to lift up four signs to the top of the former Hearst Tower. The "Truist" wordmark appears on the North Tryon Street and North College Street sides of the building, while the other two sides displayed the Truist logo. This signage has caused a lot controversy, even leading the building's original architect to refer to the signage as vandalism.
In February 2020, Truist announced it would be launching a nonprofit foundation called the Truist Foundation.
In March 2020, Truist announced it would vacate its former headquarters building in Winston-Salem except for a branch office and would move employees in its community/retail hub to other locations in the city, including the Park Building on Cherry Street and two locations on Stratford Road.
The merger was estimated to cost $4 billion. Part of these costs would be severance for workers laid off, conversion costs, marketing and professional fees. However, through the merger the bank estimates that $1.6 billion in net cost savings will be achieved by the end of 2022. Part of this savings would be fewer branches. Truist intended to close 800 branches by the first quarter of 2022, and office consolidation would reduce space by 4.8 million square feet.
Trademark infringement lawsuit
On June 17, 2019 Truliant Federal Credit Union of Winston-Salem filed suit claiming "trademark infringement", complaining of potential confusion between the two companies’ respective names, including Truliant products with "Tru" in their names. The parties agreed to dismiss claims on August 5, 2020 and the lawsuit was closed the next day.
On September 5, 2021, former SunTrust Banks' CEO Bill Rogers became chief executive officer of Truist Financial Corporation.
Truist said it had completed changing signs on branches February 22, 2022. At that time former SunTrust customers had difficulty using debit cards.
Slavery connections
According to the book Genealogy of American Finance, BB&T was formally established in 1872 nearly a decade after slavery was abolished in the US, but the company's roots can be traced to 1805. Branch and Hadley, the founders of BB&T, Both worked on family farms before the Civil War. Alpheus Branch's father Samuel owned 58 slaves. Thomas Hadley's father owned 37 slaves. Both later served in the Confederate Army. When the war ended in 1865, the South was forced to accept their new fate.
In July 2020, Truist Financial Corp issued a statement condemning racial injustice and acknowledging that the bank’s predecessor, BB&T Corp., had ties to businesses that benefited from slavery.
Kelly King, chairman and chief executive of Truist, issued a 2022 employee memo addressing BB&T's slavery ties, but did not mention BB&T's founders Alpheus Branch and Thomas Hadley by name. The memo stated that "we must consider our own past and acknowledge the role our heritage companies played over 100 years ago to perpetuate the atrocity of slavery and the repression of enslaved people, leading to systemic disadvantages their descendants have endured for generations...We deeply regret and denounce these shameful aspects of our history, both known and unknown."
Post-merger deals
On December 10, 2020 Truist Insurance Holdings announced it will acquire 5 companies in the fourth quarter. Those include: W. Brown & Associates Property & Casualty, Specialty Risk Associates, Program Insurance Management of Sarasota, Wellington Risk Holdings Inc. and Fidelis Group Holdings. These companies will add $100 million in revenue.
In May 2021 Truist Insurance Holdings announced it will acquire Constellation Affiliated Partners in the third quarter. The insurance division plans to keep Constellation Affiliated Partners' 475 employees and merge them into CRC. The acquisition will add $160 million in revenue to Truist Insurance Holdings current revenue of $2.3 billion. Truist Insurance has three main segments: retail, insurance premium finance and wholesale. John Howard, CEO of Truist Insurance, stated this about the division's approach "We are normally working on acquisition opportunities. We're in an industry that is consolidating, and we have a really good track record, I really think diversification is attractive, and we're already the most diversified insurance broker, so I want to continue to build on that. And for Truist overall, we provide diversification away from...credit businesses, so that we perform well throughout a variety of market cycles."
On August 11, 2021, Truist announced it is acquiring Service Finance Co. for $2 billion. Service Finance provides point-of-sale financing 14,000 dealers and contractors for home improvement projects. Truist already has a point-of-sale financing business that includes Sheffield Financial, which provides financing for power equipment, power sports, and trailers.
On March 3, 2022, Truist Insurance Holdings completed the acquisition of Kensington Vanguard National Land Services (KV). Kensington Vanguard National Land Services is one of the nation's largest independent national title companies. Truist's existing title business BridgeTrust Title Group will integrated into KV. The combined organized of BridgeTrust Title Group and KV along with Truist's premium business, AFCO, will all combine to become a new Truist Insurance Holdings division.
On May 3, 2022, Truist announced it has acquired Long Game, a 12 person fintech startup that has a gamified finance mobile app. The startup is a private company based in San Francisco. It was founded in 2015 by co-founder and CEO Lindsay Holden. Ms. Holden will continue to lead the team after the integration into Truist. In October 2022 Truist announced that Truist Foundry has been formed out of the original Long Game team plus 30 engineers. The purpose of the innovation group will be to build new offerings in emerging product categories. Lindsay Holden, former CEO of Long Game, will be the head of the group. Truist Foundry will have their office in San Francisco with engineers all over the US.
On August 10, 2022, Truist Insurance Holdings announced the purchase of BenefitMall, the nation's largest benefits wholesale agency. The company will be integrated into the CRC Group within Truist Insurance Holdings. The cost of the acquisition was not announced. BenefitMall is expected to add $150 million of annual revenue.
On August 22, 2022, Truist announced the bank is purchasing the Zaloni Arena platform which has been created by Durham based firm Zaloni. Truist believes this software will "accelerate its data governance, metadata management, advanced analytics, and artificial intelligence and machine learning (AI/ML) programs while driving investments in data talent ...," according to a press release. The software is centered around data lakes that allowsfor the collect of data from multiple sources such as structured data, data from sensors, and data from social media. The company's 20 employees will be joining Truist's Enterprise Data Office and the team will be based in Raleigh, North Carolina.
On September 6, 2022, Truist Insurance Holdings announced the $3.4 billion purchase of BankDirect Capital Finance from Texas Capital Bancshares Inc., the financial services company's first deal in the life insurance improvement industry. This was the largest deal ever for the former BB&T other than the merger which created Truist. BankDirect Capital Finance is based in Illinois, it has 122 employees across 5 offices. The deal is expected to close in the 4th quarter. Mike Maguire, company CFO, stated this about the deal “Strategically, BankDirect effectively doubles our premium finance business, broadens our capabilities to include life insurance and expands our West Coast presence. … We estimate Truist Insurance Holdings will be the number two premium finance player in the market after this deal closes later this quarter”.
In the seven years, from 2016 to October 2022, Truist Insurance Holdings has made 11 insurance brokerage acquisitions, with its sale of WBAIS Inc. to Sompo International Holdings Ltd. in December 2020 it has 10 net acquisitions. According to S&P Market Intelligence this makes the company the second most active US banking acquirer of insurance brokerages during this period. The first place bank was Boston based Eastern Bankshares Inc.
In February 2023 Truist announced they are selling a 20% stake in Truist Insurance Holdings Inc. to Stone Point Capital for $1.95 billion. The deal is expected to close in the second quarter of 2023. Truist's rationale is to collaborate with Stone Point to grow the subsidiary. To facilitate collaborate once the sale is final a five member board will be created to oversee Truist Insurance Holdings. It will be composed of four members from Truist Financial and one from Stone Point. In February 2024, Truist Financial agreed to sell the remaining of its Truist Insurance Holdings to an investor group led by Clayton, Dubilier & Rice and Stone Point Capital, valuing the insurance holding company at $15.5 billion. On May 7, 2024, Truist completed the remaining sale of shares in Truist Insurance Holdings, which was renamed to TIH Insurance Holdings.
Buildings and branches
Naming rights
Truist has naming rights for various sports venues and events, mostly inherited from predecessor companies:
Truist Park (formerly SunTrust Park), a 41,000-seat ballpark, home to the Atlanta Braves
Truist Stadium (formerly BB&T Stadium), a 21,500-seat stadium at North Carolina A&T State University used for football and track & field
Truist Stadium (formerly BB&T Ballpark), a 5,500-seat ballpark in Winston-Salem, North Carolina
Truist Arena (formerly The Bank of Kentucky Center and BB&T Arena) — a 10,000-seat multi-purpose arena at Northern Kentucky University
Truist Field (formerly BB&T Ballpark), a 10,000-seat ballpark, home to the Charlotte Knights
Truist Point (formerly BB&T Point), an 8,500-seat ballpark in High Point, North Carolina, also used for soccer
The Truist Championship, a PGA Tour golf event, usually held at Quail Hollow Club in North Carolina. (The 2025 season, the first with the Truist name, was moved to Philadelphia Cricket Club because the 2025 PGA Championship is at Quail Hollow.)
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 | TFC | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| P/E | 12.05年均值 ≈2.9 | ≈2.9 | 12.3 | 低估 | |
| P/S | 2.85年均值 ≈3.2 | ≈3.2 | 8.1 | 低估 | |
| 市净率 (MRQ) | 0.95年均值 ≈0.9 | ≈0.9 | 1.1 | 低估 | |
| Price / Cash Flow (市现率) | 10.15年均值 ≈11.6 | ≈11.6 | 10.3 | 估值过高 | |
| 市净率(有形资产) (MRQ) | 0.95年均值 ≈1.5 | ≈1.5 | · | · | |
| PEG Ratio (市盈率增长比) | ≈2.7 | · | · | · |
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 | TFC | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Pretax Margin (税前利润率) | 31.2%5年均值 ≈19.0% | ≈19.0% | 38.3% | 弱 | |
| Net Profit Margin (净利润率) | 26.1%5年均值 ≈22.8% | ≈22.8% | 31.2% | 弱 | |
| ROA | 0.98%5年均值 ≈0.81% | ≈0.81% | 1.2% | 弱 | |
| ROE | 8.2%5年均值 ≈6.7% | ≈6.7% | 11.1% | 弱 |
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 | TFC | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| 负债/股东权益比率 (MRQ) | 0.45年均值 ≈0.4 | ≈0.4 | 0.2 | 高负债 |
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 | TFC | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Revenue YoY (营收同比增长) | 53.0%5年均值 ≈1.5% | ≈1.5% | · | · | |
| Revenue CAGR 3Y (营收3年复合年增长率) | 0.57%5年均值 ≈-6.5% | ≈-6.5% | · | · | |
| Revenue CAGR 5Y (营收5年复合年增长率) | -2.2% | · | · | · | |
| EPS YoY | 13.7%5年均值 ≈19.3% | ≈19.3% | · | · | |
| Net Income YoY (净利润同比增长) | 9.7%5年均值 ≈16.8% | ≈16.8% | · | · | |
| EPS CAGR 3Y (每股收益年复合增长率(3年)) | -4.8% | · | · | · | |
| EPS CAGR 5Y (每股收益年复合增长率(5年)) | 4.4% | · | · | · | |
| Net Income CAGR 3Y (净利润年复合增长率(3年)) | -5.4% | · | · | · | |
| Net Income CAGR 5Y (净利润年复合增长率(5年)) | 3.4% | · | · | · |
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 | TFC | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Asset Turnover (资产周转率) | 0.05年均值 ≈0.0 | ≈0.0 | 0.0 | 顶尖 |
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 14, 2026 | $0.52 | USD | ≈3.9% |
| 五月 8, 2026 | $0.52 | USD | ≈4.2% |
| 二月 13, 2026 | $0.52 | USD | ≈4.0% |
| 十一月 14, 2025 | $0.52 | USD | ≈4.6% |
| 八月 8, 2025 | $0.52 | USD | ≈4.8% |
| 五月 9, 2025 | $0.52 | USD | ≈5.3% |
| 二月 14, 2025 | $0.52 | USD | ≈4.4% |
| 十一月 8, 2024 | $0.52 | USD | ≈4.6% |
| 八月 9, 2024 | $0.52 | USD | ≈5.0% |
| 五月 9, 2024 | $0.52 | USD | ≈5.3% |
| 二月 8, 2024 | $0.52 | USD | ≈5.9% |
| 十一月 9, 2023 | $0.52 | USD | ≈7.1% |
| 八月 10, 2023 | $0.52 | USD | ≈6.6% |
| 五月 11, 2023 | $0.52 | USD | ≈7.8% |
| 二月 9, 2023 | $0.52 | USD | ≈4.3% |
| 十一月 9, 2022 | $0.52 | USD | ≈4.7% |
| 八月 11, 2022 | $0.52 | USD | ≈3.8% |
| 五月 12, 2022 | $0.48 | USD | ≈4.1% |
| 二月 10, 2022 | $0.48 | USD | ≈2.9% |
| 十一月 10, 2021 | $0.48 | USD | ≈2.9% |
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 | 七月 16, 2026 | $1.23 | $1.09 | 12.9% |
| 2026年3月31日 | $1.09 | $1.00 | 8.6% | |
| 2025年12月31日 | $1.12 | $1.11 | 1.3% | |
| 2025年9月30日 | $1.07 | $1.01 | 6.1% | |
| 2025年6月30日 | $0.91 | $0.93 | -2.5% | |
| 2025年3月31日 | $0.87 | $0.88 | -0.96% |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $9.86B | $2.32B | $768M | $1.72B | $2.10B | $1.44B | $839M | $745M | $735M | $768M | |
| Interest Income | $24.54B | $25.07B | $24.45B | $16.63B | $13.77B | $15.55B | $9.41B | $8.12B | $7.37B | $7.07B | $6.33B | $6.14B | |
| Pretax Income | $6.35B | $-601M | $-765M | $7.03B | $7.99B | $5.47B | $4.02B | $4.06B | $3.33B | $3.50B | $2.92B | $3.13B | |
| Income Tax | $1.04B | $-556M | $738M | $1.25B | $1.56B | $981M | $782M | $803M | $911M | $1.06B | $794M | $921M | |
| Net Income | $5.31B | $4.84B | $-1.05B | $6.27B | $6.44B | $4.49B | $3.24B | $3.26B | $2.42B | $2.44B | $2.12B | $2.21B | |
| EPS (Basic) | $3.87 | $3.36 | $-1.09 | $4.46 | $4.51 | $3.11 | $3.76 | $3.96 | $2.78 | $2.81 | $2.59 | $2.76 | |
| EPS (Diluted) | $3.82 | $3.36 | $-1.09 | $4.43 | $4.47 | $3.08 | $3.71 | $3.91 | $2.74 | $2.77 | $2.56 | $2.72 | |
| Shares (Basic) | 1,286,788,000 | 1,331,087,000 | 1,331,963,000 | 1,328,120,000 | 1,337,144,000 | 1,347,080,000 | 805,104,000 | 772,963,000 | 799,217,000 | 804,680,000 | 748,010,000 | 718,140,000 | |
| Shares (Diluted) | 1,302,700,000 | 1,331,087,000 | 1,331,963,000 | 1,338,462,000 | 1,349,378,000 | 1,358,289,000 | 815,204,000 | 783,484,000 | 810,977,000 | 814,916,000 | 757,765,000 | 728,372,000 |
资产负债表
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | $20.30B | $18.87B | $19.07B | $3.84B | $2.96B | $4.28B | $4.17B | $2.33B | |
| PP&E (Net) | $3.17B | $3.23B | $3.30B | $3.60B | $3.70B | $3.87B | $3.71B | $2.12B | $2.06B | $2.11B | $2.01B | $1.83B | |
| PP&E (Gross) | $5.85B | $5.87B | $5.86B | $6.13B | $6.31B | $6.43B | $6.00B | $4.30B | $4.23B | $4.28B | $4.04B | $3.73B | |
| Accum. Depreciation | $2.67B | $2.64B | $2.57B | $2.53B | $2.61B | $2.56B | $2.29B | $2.18B | $2.18B | $2.17B | $2.03B | $1.90B | |
| Goodwill | $17.12B | $17.12B | $17.16B | $23.23B | $26.10B | $24.45B | $24.15B | $9.82B | $9.62B | $9.64B | $8.55B | $6.87B | |
| Intangibles | $1.26B | $1.55B | $1.91B | $3.67B | $3.41B | $2.98B | $3.14B | $758M | $711M | $854M | $686M | $505M | |
| Total Assets | $547.54B | $531.18B | $535.35B | $555.25B | $541.24B | $509.23B | $473.08B | $225.70B | $221.64B | $219.28B | $209.95B | $186.83B | |
| Short-term Debt | $27.84B | $29.20B | $24.83B | $23.42B | $5.29B | $6.09B | $18.22B | $5.18B | $4.94B | $1.41B | $3.59B | $3.72B | |
| Total Liabilities | $482.35B | $467.50B | $476.10B | $494.72B | $471.97B | $438.32B | $406.52B | $195.52B | $191.95B | $189.35B | $182.61B | $162.46B | |
| Long-term Debt | $41.96B | $34.96B | $38.92B | $43.20B | $35.91B | $39.60B | $41.34B | $23.71B | $23.65B | $21.96B | $23.77B | $23.31B | |
| Total Debt | $27.84B | $29.20B | $24.83B | $23.42B | $5.29B | $6.09B | $18.22B | $5.18B | $4.94B | $1.41B | $3.59B | $3.72B | |
| Common Stock | $6.31B | $6.58B | $6.67B | $6.63B | $6.64B | $6.75B | $6.71B | $3.82B | $3.91B | $4.05B | $3.90B | $3.60B | |
| Paid-in Capital | $33.66B | $35.63B | $36.18B | $34.54B | $34.56B | $35.84B | $35.61B | $6.85B | $7.89B | $9.10B | $8.37B | $6.52B | |
| Retained Earnings | $26.07B | $23.78B | $22.09B | $26.26B | $23.00B | $19.45B | $19.81B | $18.12B | $16.26B | $14.81B | $13.46B | $12.32B | |
| AOCI | $-5.77B | $-8.21B | $-12.51B | $-13.60B | $-1.60B | $716M | $-844M | $-1.72B | $-1.47B | $-1.13B | $-1.03B | $-751M | |
| Stockholders' Equity | $65.19B | $63.68B | $59.25B | $60.54B | $69.27B | $70.91B | $66.56B | $30.18B | $29.70B | $29.93B | $27.34B | $24.38B | |
| Liabilities + Equity | $547.54B | $531.18B | $535.35B | $555.25B | $541.24B | $509.23B | $473.08B | $225.70B | $221.64B | $219.28B | $209.95B | $186.83B | |
| Shares Outstanding | 1,262,470,000 | 1,315,936,000 | 1,333,743,000 | 1,326,829,000 | 1,327,818,000 | 1,348,961,000 | 1,342,166,000 | 763,326,000 | 782,006,000 | 809,475,000 | 780,337,000 | 720,698,000 |
现金流
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $317M | $292M | $298M | $261M | $320M | $353M | $165M | $141M | $132M | $115M | $106M | $102M | |
| Deferred Tax | $-125M | $-27M | $-409M | $370M | $352M | $-153M | $328M | $23M | $292M | $2M | $110M | $134M | |
| Amort. of Intangibles | $290M | $345M | $395M | $455M | $574M | $685M | $164M | $131M | $142M | $150M | $105M | $91M | |
| Restructuring | · | $120M | $320M | $466M | $822M | $860M | $360M | $146M | $115M | $171M | $165M | $46M | |
| Operating Cash Flow | $5.74B | $2.16B | $8.63B | $11.08B | $7.89B | $7.44B | $1.52B | $4.35B | $4.63B | $3.12B | $3.13B | $3.21B | |
| CapEx | · | · | · | $564M | $442M | $815M | $224M | $363M | · | · | · | · | |
| Investing Cash Flow | $-17.76B | $18.60B | $22.86B | $-29.97B | $-32.06B | $-43.65B | $8.35B | $-4.96B | $-5.41B | $-976M | $-1.85B | $-4.01B | |
| Debt Issued | $69.75B | $22.80B | $50.94B | $15.78B | $4.73B | $26.64B | $7.08B | $2.77B | $8.88B | $3.88B | $2.27B | $5.51B | |
| Net Debt Issued | $6.67B | $-4.00B | $-4.08B | $8.48B | $-3.23B | $-1.63B | $-2.18B | $236M | $1.43B | $-1.97B | $-161M | $1.60B | |
| Stock Repurchased | $2.50B | $1.00B | $0 | $250M | $1.62B | $0 | $0 | $1.21B | $1.61B | $520M | $0 | · | |
| Net Stock Activity | $-2.50B | $-1.00B | $0 | $-250M | $-1.62B | $0 | $0 | $-1.21B | $-1.61B | · | · | · | |
| Dividends Paid | $2.67B | $2.77B | $2.77B | $2.66B | $2.48B | $2.42B | $1.31B | $1.20B | $1.00B | $925M | $789M | $666M | |
| Financing Cash Flow | $8.63B | $-11.64B | $-22.27B | $20.02B | $25.59B | $36.02B | $5.35B | $1.50B | $-549M | $-1.88B | $104M | $965M | |
| Net Change in Cash | $-3.39B | $9.12B | $9.22B | $1.13B | $1.43B | $-197M | $15.22B | $888M | $-1.32B | $257M | $1.39B | $160M | |
| Taxes Paid | $192M | $830M | $780M | $479M | $792M | $126M | $443M | $99M | $429M | $844M | $655M | $322M | |
| Free Cash Flow | · | · | · | $10.52B | $7.45B | $6.62B | · | · | · | · | · | · | |
| Levered FCF | · | · | · | $8.62B | $6.83B | $5.21B | · | · | · | · | · | · |
盈利能力
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 26.1% | 36.4% | -4.5% | 27.2% | 28.9% | 19.8% | 25.8% | 28.2% | 21.3% | 22.6% | 22.1% | 24.3% | |
| Pretax Margin | 31.2% | -4.5% | -0.79% | 33.3% | 35.9% | 24.1% | 32.0% | 35.1% | 29.4% | 32.4% | 30.3% | 32.6% | |
| ROA | 0.98% | 0.91% | -0.19% | 1.1% | 1.2% | 0.91% | 0.93% | 1.5% | 1.1% | 1.1% | 1.1% | 1.2% | |
| ROE | 8.2% | 7.5% | -1.7% | 10.3% | 9.3% | 6.4% | 6.6% | 10.8% | 8.1% | 8.1% | 7.8% | 9.1% |
流动性与偿付能力
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.4 | 0.5 | 0.4 | 0.4 | 0.1 | 0.1 | 0.3 | 0.2 | 0.2 | 0.0 | 0.1 | 0.2 |
效率
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.0 | 0.0 | 0.0 |
每股
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $51.64 | $48.39 | $44.43 | $45.63 | $52.17 | $52.57 | $49.59 | $39.53 | $37.97 | $36.97 | $35.04 | $33.89 | |
| Revenue / Share | $15.60 | $9.98 | $17.56 | $17.21 | $16.52 | $16.72 | $15.42 | $14.75 | $13.95 | $13.24 | $12.68 | $12.57 | |
| Cash Flow / Share | $4.41 | $1.63 | $6.48 | $8.28 | $5.85 | $5.48 | $1.86 | $5.55 | $5.72 | $3.28 | $3.85 | $4.47 | |
| Cash / Share | · | · | · | · | $15.28 | $13.99 | $14.20 | $5.22 | $3.47 | $4.86 | $4.76 | $3.23 | |
| Dividend / Share | $2.08 | $2.08 | $2.08 | $2.00 | $1.86 | $1.80 | $1.71 | $1.56 | $1.26 | $1.15 | $1.05 | $0.95 | |
| EPS (TTM) | $3.82 | $3.36 | $-1.09 | $4.43 | $4.47 | $3.08 | $3.71 | $3.91 | $2.74 | $2.77 | $2.56 | $2.72 |
增长率
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 53.0% | -33.7% | 0.25% | -10.4% | -1.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 0.57% | -15.9% | -4.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -2.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 13.7% | · | · | -0.89% | 45.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -4.8% | -9.1% | · | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 4.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 9.7% | · | · | -2.6% | 43.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -5.4% | -9.1% | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 3.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 2.0% | · | · | · | · | · | · | · | · | · | · | · |
估值 (TTM)
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $20.32B | $13.28B | $20.02B | $19.97B | $22.30B | $22.70B | $12.57B | $11.56B | $11.32B | $10.79B | $9.61B | $9.23B | |
| Net Income TTM | $5.31B | $4.84B | $-1.05B | $6.27B | $6.44B | $4.49B | $3.24B | $3.26B | $2.42B | $2.44B | $2.12B | $2.21B | |
| Market Cap | $62.13B | $57.09B | $49.24B | $57.09B | $77.74B | $64.66B | $75.59B | $33.07B | $38.88B | $38.06B | $29.50B | $28.03B | |
| Enterprise Value | · | · | · | · | $62.74B | $51.88B | $74.74B | $34.26B | $41.11B | $35.53B | $29.39B | $29.42B | |
| P/E | 12.9 | 12.9 | -33.9 | 9.7 | 13.1 | 15.6 | 15.2 | 11.1 | 18.1 | 17.0 | 14.8 | 14.3 | |
| P/S | 3.1 | 4.3 | 2.5 | 2.9 | 3.5 | 2.8 | 6.0 | 2.9 | 3.4 | 3.5 | 3.1 | 3.0 | |
| P/B | 1.0 | 0.9 | 0.8 | 0.9 | 1.1 | 0.9 | 1.1 | 1.1 | 1.3 | 1.3 | 1.1 | 1.1 | |
| P / Tangible Book | 1.3 | 1.3 | 1.2 | 1.7 | 2.0 | 1.5 | · | · | · | · | · | · | |
| P / Cash Flow | 10.8 | 26.4 | 5.7 | 5.2 | 9.9 | 8.7 | 49.7 | 7.6 | 8.4 | 14.2 | 10.1 | 8.6 | |
| P / FCF | · | · | · | 5.4 | 10.4 | 9.8 | · | · | · | · | · | · | |
| EV / FCF | · | · | · | · | 8.4 | 7.8 | · | · | · | · | · | · | |
| EV / Revenue | · | · | · | · | 2.8 | 2.3 | 5.9 | 3.0 | 3.6 | 3.3 | 3.1 | 3.2 | |
| Dividend Yield | 4.3% | 4.9% | 5.6% | 4.7% | 3.2% | 3.8% | 1.7% | 3.6% | 2.6% | 2.4% | 2.7% | 2.4% | |
| Earnings Yield | 7.8% | 7.8% | -2.9% | 10.3% | 7.6% | 6.4% | 6.6% | 9.0% | 5.5% | 5.9% | 6.8% | 7.0% | |
| Payout Ratio | 50.3% | 57.2% | -264.6% | 42.4% | 38.6% | 54.0% | 40.4% | 37.0% | 41.6% | 37.9% | 37.2% | 29.9% | |
| Annual Payout | $2.67B | $2.77B | $2.77B | $2.66B | $2.48B | $2.42B | $1.31B | $1.20B | $1.00B | $925M | $789M | $666M |
损益表
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | $2.82B | $2.81B | · | $2.67B | $2.57B | $1.92B | · | $624M | |
| Interest Income | $5.97B | $5.86B | $6.11B | $6.29B | $6.15B | $5.99B | $6.18B | $6.35B | $6.35B | $6.18B | $6.27B | $6.23B | $6.17B | $5.78B | $5.24B | $4.37B | |
| Pretax Income | $1.81B | $1.69B | $1.56B | $1.74B | $1.51B | $1.53B | $1.55B | $1.71B | $-5.23B | $1.36B | $-5.25B | $1.31B | $1.40B | $1.77B | $1.38B | $2.00B | |
| Income Tax | $262M | $209M | $210M | $285M | $273M | $274M | $265M | $271M | $-1.32B | $232M | $-56M | $203M | $230M | $361M | $185M | $363M | |
| Net Income | $1.55B | $1.48B | $1.35B | $1.45B | $1.24B | $1.26B | $1.28B | $1.44B | $922M | $1.20B | $-5.09B | $1.18B | $1.34B | $1.51B | $1.68B | $1.64B | |
| EPS (Basic) | $1.24 | $1.10 | $1.03 | $1.05 | $0.91 | $0.88 | $0.92 | $1.00 | $0.62 | $0.82 | $-3.88 | $0.80 | $0.93 | $1.06 | $1.21 | $1.16 | |
| EPS (Diluted) | $1.23 | $1.09 | $1.01 | $1.04 | $0.90 | $0.87 | $0.94 | $0.99 | $0.62 | $0.81 | $-3.86 | $0.80 | $0.92 | $1.05 | $1.20 | $1.15 | |
| Shares (Basic) | 1,224,867,000 | 1,248,628,000 | · | 1,280,571,000 | 1,292,292,000 | 1,307,457,000 | · | 1,334,212,000 | 1,338,149,000 | 1,335,091,000 | · | 1,333,522,000 | 1,331,953,000 | 1,328,602,000 | · | 1,326,539,000 | |
| Shares (Diluted) | 1,239,040,000 | 1,266,572,000 | · | 1,296,666,000 | 1,305,005,000 | 1,324,339,000 | · | 1,349,129,000 | 1,338,149,000 | 1,346,904,000 | · | 1,340,574,000 | 1,337,307,000 | 1,339,480,000 | · | 1,336,659,000 |
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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $3.18B | $3.15B | $3.17B | $3.18B | $3.20B | $3.17B | $3.23B | $3.25B | $3.24B | $3.27B | · | $3.39B | $3.45B | $3.52B | · | $3.58B | |
| PP&E (Gross) | · | · | $5.85B | · | · | · | $5.87B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $2.67B | · | · | · | $2.64B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $17.12B | $17.12B | $17.12B | $17.12B | $17.12B | $17.12B | $17.12B | $17.12B | $17.16B | $17.16B | $17.16B | $26.98B | $27.01B | $27.01B | $23.23B | $26.81B | |
| Intangibles | $1.13B | $1.19B | $1.26B | $1.33B | $1.40B | $1.47B | $1.55B | $1.64B | $1.73B | $1.82B | · | $3.29B | $3.40B | $3.54B | · | $3.73B | |
| Total Assets | $556.02B | $548.98B | $547.54B | $543.85B | $543.83B | $535.90B | $531.18B | $523.43B | $519.85B | $534.96B | · | $542.71B | $554.55B | $574.35B | · | $548.44B | |
| Short-term Debt | $26.89B | $27.44B | $27.84B | $29.38B | $16.63B | $23.73B | $29.20B | $20.86B | $22.82B | $26.33B | · | $23.48B | $24.46B | $23.68B | · | $25.69B | |
| Total Liabilities | $491.93B | $484.76B | $482.35B | $478.20B | $478.99B | $471.26B | $467.50B | $457.74B | $456.03B | $475.91B | · | $480.70B | $490.87B | $511.96B | · | $487.63B | |
| Long-term Debt | $42.98B | $41.62B | $41.96B | $41.73B | $44.43B | $32.03B | $34.96B | $36.77B | $34.62B | $39.07B | · | $41.23B | $44.75B | $69.89B | · | $31.17B | |
| Total Debt | $26.89B | $27.44B | · | $29.38B | $16.63B | $23.73B | · | $20.86B | $22.82B | $26.33B | · | $23.48B | $24.46B | $23.68B | · | $25.69B | |
| Common Stock | $6.11B | $6.23B | $6.31B | $6.40B | $6.45B | $6.55B | $6.58B | $6.64B | $6.69B | $6.69B | · | $6.67B | $6.66B | $6.66B | · | $6.63B | |
| Paid-in Capital | $31.62B | $32.61B | $33.66B | $34.28B | $34.62B | $35.18B | $35.63B | $36.02B | $36.36B | $36.20B | · | $36.11B | $35.99B | $34.58B | · | $34.49B | |
| Retained Earnings | $27.68B | $26.80B | $26.07B | $25.44B | $24.76B | $24.25B | $23.78B | $23.25B | $22.60B | $22.48B | · | $27.94B | $27.58B | $27.04B | · | $25.34B | |
| AOCI | $-6.72B | $-6.34B | $-5.77B | $-6.37B | $-6.89B | $-7.25B | $-8.21B | $-6.88B | $-8.50B | $-13.22B | · | $-15.56B | $-13.37B | $-12.58B | · | $-12.35B | |
| Stockholders' Equity | $64.09B | $64.21B | $65.19B | $65.65B | $64.84B | $64.64B | $63.68B | $65.70B | $63.83B | $59.05B | · | $62.01B | $63.68B | $62.39B | $60.54B | $60.81B | |
| Liabilities + Equity | $556.02B | $548.98B | $547.54B | $543.85B | $543.83B | $535.90B | $531.18B | $523.43B | $519.85B | $534.96B | · | $542.71B | $554.55B | $574.35B | · | $548.44B | |
| Shares Outstanding | 1,221,626,000 | 1,245,879,000 | 1,262,470,000 | 1,279,246,000 | 1,289,435,000 | 1,309,539,000 | 1,315,936,000 | 1,327,521,000 | 1,338,223,000 | 1,338,096,000 | 1,333,743,000 | 1,333,668,000 | 1,331,976,000 | 1,331,918,000 | 1,326,829,000 | 1,326,766,000 |
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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Amort. of Intangibles | $63M | $64M | $70M | $72M | $73M | $75M | $84M | $84M | $89M | $88M | $98M | $98M | $99M | $100M | $35M | $140M | |
| Restructuring | · | · | · | $27M | $28M | $38M | · | $25M | $33M | $51M | · | $61M | $48M | $56M | $67M | $62M | |
| Operating Cash Flow | $1.04B | $679M | $2.58B | $1.50B | $914M | $746M | $775M | $1.53B | $845M | $-990M | $2.38B | $2.41B | $3.73B | $118M | $3.53B | $3.77B | |
| Investing Cash Flow | $-2.87B | $-1.94B | $-4.79B | $-3.63B | $-7.71B | $-1.63B | $-7.96B | $-3.49B | $24.15B | $5.90B | $4.99B | $8.35B | $11.57B | $-2.05B | $-10.76B | $-8.40B | |
| Debt Issued | $27.66B | $22.81B | $18.85B | $22.27B | $28.09B | $552M | $8.42B | $6.17B | $74M | $8.13B | $2.77B | $7.29B | $5.86B | $35.03B | $12.32B | $2.52B | |
| Net Debt Issued | · | $-242M | · | · | · | $-3.12B | · | · | · | $380M | · | · | · | $26.59B | · | · | |
| Stock Repurchased | $1.20B | $1.13B | $750M | $500M | $750M | $500M | $500M | $500M | $0 | $0 | $0 | $0 | · | · | $0 | $0 | |
| Net Stock Activity | · | $-1.13B | · | · | · | $-500M | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | $636M | $645M | $658M | $665M | $670M | $679M | $685M | $695M | $696M | $694M | $693M | $693M | $693M | $691M | $689M | $691M | |
| Financing Cash Flow | $4.92B | $1.08B | $1.74B | $-2.46B | $6.07B | $3.29B | $7.31B | $721M | $-19.10B | $-572M | $-6.56B | $-10.93B | $-21.88B | $17.11B | $6.42B | $3.75B | |
| Net Change in Cash | $3.09B | $-180M | $-475M | $-4.60B | $-720M | $2.40B | $128M | $-1.24B | $5.89B | $4.34B | $812M | $-178M | $-6.59B | $15.18B | $-804M | $-888M | |
| Taxes Paid | $122M | $-25M | $-4M | $26M | $132M | $38M | $68M | $383M | $349M | $30M | $-5M | $225M | $537M | $23M | $57M | $4M |
盈利能力
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 29.5% | 28.7% | · | 28.0% | 24.9% | 25.7% | · | 28.4% | -54.7% | 24.9% | · | 20.9% | 22.7% | 24.8% | · | 28.0% | |
| Pretax Margin | 34.5% | 32.8% | · | 33.5% | 30.3% | 31.3% | · | 33.6% | 310.4% | 28.3% | · | 25.2% | 27.6% | 31.3% | · | 34.2% | |
| ROA | 0.28% | 0.27% | · | 0.27% | 0.23% | 0.24% | · | 0.27% | 0.17% | 0.22% | · | 0.22% | 0.24% | 0.27% | · | 0.30% | |
| ROE | 2.4% | 2.3% | · | 2.2% | 1.9% | 2.0% | · | 2.3% | 1.5% | 2.0% | · | 1.9% | 2.1% | 2.4% | · | 2.5% |
流动性与偿付能力
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.4 | 0.4 | · | 0.4 | 0.3 | 0.4 | · | 0.3 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 |
效率
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | -0.0 | 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $52.47 | $51.54 | · | $51.32 | $50.29 | $49.36 | · | $49.49 | $47.70 | $44.13 | · | $46.49 | $47.81 | $46.85 | · | $45.83 | |
| Revenue / Share | $4.25 | $4.07 | · | $4.00 | $3.82 | $3.70 | · | $3.77 | $-1.26 | $3.58 | · | $4.23 | $4.43 | $4.56 | · | $4.37 | |
| Cash Flow / Share | · | $0.54 | · | · | · | $0.56 | · | · | · | $-0.73 | · | · | · | $0.09 | · | · | |
| Dividend / Share | $0.52 | $0.52 | $0.52 | $0.52 | $0.52 | $0.52 | $0.52 | $0.52 | $0.52 | $0.52 | $0.52 | $0.52 | $0.52 | $0.52 | $0.52 | $0.52 | |
| EPS (TTM) | $4.37 | $4.04 | · | $3.75 | $3.70 | $3.42 | · | $-1.44 | $-1.63 | $-1.33 | · | $3.97 | $4.32 | $4.49 | · | $4.36 |
估值 (TTM)
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $20.85B | $20.57B | · | $20.13B | $20.03B | $13.36B | · | $13.10B | $12.88B | $19.55B | · | $18.29B | $19.26B | $19.94B | · | $22.39B | |
| Net Income TTM | $5.84B | $5.53B | · | $5.23B | $5.22B | $4.90B | · | $-1.53B | $-1.78B | $-1.36B | · | $5.72B | $6.18B | $6.37B | · | $6.19B | |
| Market Cap | $60.86B | $57.27B | · | $58.49B | $55.43B | $53.89B | · | $56.78B | $51.99B | $52.16B | · | $38.16B | $40.43B | $45.42B | · | $57.77B | |
| P/E | 11.4 | 11.4 | · | 12.2 | 11.6 | 12.0 | · | -29.7 | -23.8 | -29.3 | · | 7.2 | 7.0 | 7.6 | · | 10.0 | |
| P/S | 2.9 | 2.8 | · | 2.9 | 2.8 | 4.0 | · | 4.3 | 4.0 | 2.7 | · | 2.1 | 2.1 | 2.3 | · | 2.6 | |
| P/B | 0.9 | 0.9 | · | 0.9 | 0.9 | 0.8 | · | 0.9 | 0.8 | 0.9 | · | 0.6 | 0.6 | 0.7 | · | 0.9 | |
| P / Tangible Book | 1.3 | 1.2 | · | 1.2 | 1.2 | 1.2 | · | 1.2 | 1.2 | 1.3 | · | 1.2 | 1.2 | 1.4 | · | 1.9 | |
| P / Cash Flow | · | 84.3 | · | · | · | 72.2 | · | · | · | -52.7 | · | · | · | 384.9 | · | · | |
| Dividend Yield | 4.3% | 4.6% | · | 4.6% | 4.9% | 5.1% | · | 4.9% | 5.3% | 5.3% | · | 7.2% | 6.8% | 6.0% | · | 4.5% | |
| Earnings Yield | 8.8% | 8.8% | · | 8.2% | 8.6% | 8.3% | · | -3.4% | -4.2% | -3.4% | · | 13.9% | 14.2% | 13.2% | · | 10.0% | |
| Payout Ratio | · | 43.5% | · | · | · | 53.8% | · | · | · | 57.8% | · | · | · | 45.6% | · | · | |
| Annual Payout | $2.60B | $2.64B | · | $2.70B | $2.73B | $2.75B | · | $2.78B | $2.78B | $2.77B | · | $2.77B | $2.76B | $2.71B | · | $2.60B |
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 |
|---|---|---|---|---|---|
| 净收入 | $5.31B | $4.84B | $-1.05B | $6.27B | $6.44B |
| 稀释后每股收益 (EPS) | $3.82 | $3.36 | $-1.09 | $4.43 | $4.47 |
| 指标 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 负债/股东权益比率 | 0.4 | 0.5 | 0.4 | 0.4 | 0.1 |
| 指标 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 自由现金流 | · | · | · | $10.52B | $7.45B |
机构持有人 (13F) 1844 家申报者 · $52.6B 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 |
|---|---|---|---|---|
| 158 (-28 与上一季度对比) | 93 (-47 与上一季度对比) | 635 (+5 与上一季度对比) | 684 (+26 与上一季度对比) | +12.9M |
与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天,外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过,优先显示最近一个已完整报告的季度对。
| 机构 | 价值 | 股份 | % 已追踪的13F | 类型 |
|---|---|---|---|---|
| VANGUARD GROUP INC | $5892453084 | 119740969 | 11.20% | 股份 |
| BlackRock, Inc. | $4959833863 | 99555076 | 9.43% | 股份 |
| Capital International Investors | $4651420238 | 93340762 | 8.84% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $4050988849 | 81312502 | 7.70% | 股份 |
| STATE STREET CORP | $2924066279 | 58692619 | 5.56% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2086907190 | 41888944 | 3.97% | 股份 |
| BANK OF AMERICA CORP /DE/ | $1835275372 | 36838125 | 3.49% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $1584209914 | 31929268 | 3.01% | 股份 |
| MORGAN STANLEY | $1122913850 | 22539416 | 2.13% | 股份 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $877234499 | 17608073 | 1.67% | 股份 |
| Invesco Ltd. | $766233866 | 15380046 | 1.46% | 股份 |
| VICTORY CAPITAL MANAGEMENT INC | $759539681 | 15245667 | 1.44% | 股份 |
| NORTHERN TRUST CORP | $626989235 | 12585091 | 1.19% | 股份 |
| FMR LLC | $574711221 | 11535754 | 1.09% | 股份 |
| GOLDMAN SACHS GROUP INC | $532414056 | 10686753 | 1.01% | 股份 |
| Capital Research Global Investors | $507052828 | 10177539 | 0.96% | 股份 |
| NORGES BANK | $454145968 | 9115736 | 0.86% | 股份 |
| WELLINGTON MANAGEMENT GROUP LLP | $447637034 | 8985087 | 0.85% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $440460460 | 8839850 | 0.84% | 股份 |
| AMERICAN CENTURY COMPANIES INC | $422440817 | 8479339 | 0.80% | 股份 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $418622174 | 9106421 | 0.80% | 股份 |
| Legal & General Group Plc | $391280649 | 7853887 | 0.74% | 股份 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $369355466 | 7413799 | 0.70% | 股份 |
| ROYAL BANK OF CANADA | $352358000 | 7072615 | 0.67% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $348449848 | 6994176 | 0.66% | 股份 |
| Bank of New York Mellon Corp | $338854751 | 6801581 | 0.64% | 股份 |
| JPMORGAN CHASE & CO | $330255981 | 6529376 | 0.63% | 股份 |
| UBS Group AG | $326113390 | 6545833 | 0.62% | 股份 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $297138038 | 5964232 | 0.56% | 股份 |
| DEUTSCHE BANK AG\ | $257208256 | 5162751 | 0.49% | 股份 |
| JENNISON ASSOCIATES LLC | $230751543 | 4631705 | 0.44% | 股份 |
| Amundi | $224780417 | 4511851 | 0.43% | 股份 |
| LPL Financial LLC | $223347360 | 4483086 | 0.42% | 股份 |
| Cullen Capital Management, LLC | $222892416 | 4473955 | 0.42% | 股份 |
| BANK OF MONTREAL /CAN/ | $221344942 | 4442893 | 0.42% | 股份 |
| TRUIST FINANCIAL CORP | $216959570 | 4354869 | 0.41% | 股份 |
| RAYMOND JAMES FINANCIAL INC | $207749282 | 4169998 | 0.39% | 股份 |
| WELLS FARGO & COMPANY/MN | $206665538 | 4148244 | 0.39% | 股份 |
| FEDERATED HERMES, INC. | $198695413 | 3988266 | 0.38% | 股份 |
| FIRST TRUST ADVISORS LP | $193341414 | 3880799 | 0.37% | 股份 |
| National Pension Service | $170691192 | 3426158 | 0.32% | 股份 |
| California Public Employees Retirement System | $158281777 | 3177073 | 0.30% | 股份 |
| ENVESTNET ASSET MANAGEMENT INC | $155654646 | 3124345 | 0.30% | 股份 |
| Mitsubishi UFJ Asset Management Co., Ltd. | $151525637 | 3041462 | 0.29% | 股份 |
| Assenagon Asset Management S.A. | $149814768 | 3007121 | 0.28% | 股份 |
| BARCLAYS PLC | $149692260 | 3004662 | 0.28% | 股份 |
| NEUBERGER BERMAN GROUP LLC | $143600410 | 2878563 | 0.27% | 股份 |
| VANGUARD ASSET MANAGEMENT, Ltd | $140609078 | 2822342 | 0.27% | 股份 |
| Vanguard Global Advisers, LLC | $139323424 | 2796536 | 0.26% | 股份 |
| Sumitomo Mitsui Trust Group, Inc. | $138163564 | 2773255 | 0.26% | 股份 |
公司内部人士 90 位内幕人士 · 29 位高管 · 46 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 |
|---|---|---|---|---|---|---|
| Lyons Michael P. | President & CEO | 2026年9月17日 P | 21000 | 1 | 0 | $1015560 |
| William H Rogers JR | Chairman & CEO | 2026年7月20日 S | 0 | 0 | 1 | $-693770 |
| Michael Baron Maguire | Chief Financial Officer | 2026年3月13日 F | 84672 | 0 | 1 | $-651690 |
| Daryl N. Bible | Chief Financial Officer | 2022年3月15日 F | 192378 | 0 | 0 | $0 |
| Scott E Reed | Chief Financial Officer | 2005年2月22日 A | 95958 | 0 | 0 | $0 |
| Hugh S. Cummins III | Vice Chair & COO | 2024年9月13日 F | 363442 | 0 | 0 | $0 |
| Henry G Williamson JR | Chief Operating Officer | 2004年6月28日 M | 29453 | 0 | 0 | $0 |
| Donta L Wilson | Chief Consumer & SB BK Officer | 2026年7月31日 S | 56009 | 0 | 1 | $-688568 |
| Bradley D Bender | Chief Risk Officer | 2026年6月1日 M | 12781 | 0 | 0 | $0 |
| Kristin Lesher | Chief Whlse Banking Officer | 2026年3月13日 F | 71520 | 0 | 0 | $0 |
| Scott A Stengel | Chief Legal Officer | 2026年3月13日 F | 11977 | 0 | 0 | $0 |
| Cynthia B Powell | Corp. Controller & CAO | 2026年3月13日 M | 7386 | 0 | 1 | $-183715 |
| Clarke R Starnes III | Vice Chair & CRO | 2024年3月15日 F | 195287 | 0 | 0 | $0 |
| Kimberly Moore-Wright | Sr. Executive Vice Presidnet | 2023年3月15日 F | 7352 | 0 | 0 | $0 |
| Joseph M Thompson | Sr. Executive Vice President | 2023年3月15日 F | 102076 | 0 | 0 | $0 |
| Scott Case | Sr. Executive Vice President | 2023年3月15日 F | 72247 | 0 | 0 | $0 |
| David Hudson Weaver | Sr. Executive Vice President | 2023年3月15日 F | 43660 | 0 | 0 | $0 |
| Ellen M Fitzsimmons | Chief Legal Officer | 2023年3月15日 F | 87422 | 0 | 0 | $0 |
| John M Howard | Chief Insurance Officer | 2023年2月27日 A | 28908 | 0 | 0 | $0 |
| Brantley J Standridge | Sr. Executive Vice President | 2022年3月15日 F | 17113 | 0 | 0 | $0 |
| Ricky Brown | Sr. Executive Vice President | 2016年12月15日 A | 202933 | 0 | 0 | $0 |
| Steven B Wiggs | Sr. Exec. V.P. | 2016年9月30日 A | 51419 | 0 | 0 | $0 |
| Cynthia A Williams | Sr. Executive Vice President | 2016年6月30日 A | 50502 | 0 | 0 | $0 |
| Robert E Greene | Sr. Executive Vice President | 2014年3月31日 A | 120895 | 0 | 0 | $0 |
| Charles L Wilson | Sr. Executive Vice President | 2013年7月31日 M | 145476 | 0 | 0 | $0 |
| Frances B Jones | S.V.P./Secretary/Gen. Counsel | 2010年5月12日 M | 8706 | 0 | 0 | $0 |
| Edward D Vest | Corp. Controller, Sr. V.P. | 2009年2月24日 A | 19535 | 0 | 0 | $0 |
| Kendall W Chalk | Sr. Executive Vice President | 2008年4月30日 M | 60533 | 0 | 0 | $0 |
| Mary Patricia Oliver | E.V.P/Secretary/Gen. Counsel | 2007年12月31日 M | 3985 | 0 | 0 | $0 |
| Catherine P Bessant | 董事 | 2026年7月28日 A | 2338 | 0 | 0 | $0 |
| David K. Boyer Jr. | 董事 | 2026年7月23日 S | 10270 | 0 | 2 | $-441772 |
| Linnie M Haynesworth | 董事 | 2026年2月24日 A | 2923 | 0 | 0 | $0 |
| Laurence Stein | 董事 | 2026年2月24日 A | 11216 | 0 | 0 | $0 |
| Agnes Bundy Scanlan | 董事 | 2026年2月24日 A | 10194 | 0 | 0 | $0 |
| Jonathan Pruzan | 董事 | 2026年2月24日 A | 6724 | 0 | 0 | $0 |
| Charles A Patton | 董事 | 2026年2月24日 A | 3668 | 0 | 0 | $0 |
| Bruce L Tanner | 董事 | 2026年2月24日 A | 24895 | 0 | 0 | $0 |
| Donna S Morea | 董事 | 2026年2月24日 A | 39410 | 0 | 0 | $0 |
| Dallas S Clement | 董事 | 2026年2月24日 A | 2923 | 0 | 0 | $0 |
| Jennifer S Banner | 董事 | 2026年2月24日 A | 27969 | 0 | 0 | $0 |
| Steven C Voorhees | 董事 | 2025年2月25日 A | 60873 | 0 | 0 | $0 |
| Patrick C Graney III | 董事 | 2024年2月27日 A | 27429 | 0 | 0 | $0 |
| Christine Sears | 董事 | 2024年2月27日 A | 36364 | 0 | 0 | $0 |
| Kelly S King | 董事 | 2023年3月15日 F | 146414 | 0 | 0 | $0 |
| David M Ratcliffe | 董事 | 2023年3月10日 P | 39025 | 0 | 0 | $0 |
| Easter A Maynard | 董事 | 2023年2月28日 A | 46439 | 0 | 0 | $0 |
| Thomas Nichols Thompson | 董事 | 2023年2月28日 A | 522456 | 0 | 0 | $0 |
| Paul D Donahue | 董事 | 2023年2月28日 A | 11722 | 0 | 0 | $0 |
| Frank P Scruggs JR | 董事 | 2023年2月28日 A | 12636 | 0 | 0 | $0 |
| Nido R Qubein | 董事 | 2023年2月28日 A | 60325 | 0 | 0 | $0 |
| Anna R Cablik | 董事 | 2023年2月28日 A | 50000 | 0 | 0 | $0 |
| Edwin H Welch | 董事 | 2016年2月23日 A | 22649 | 0 | 0 | $0 |
| Edward C Milligan | 董事 | 2016年2月23日 A | 47278 | 0 | 0 | $0 |
| Ronald E Deal | 董事 | 2015年12月21日 G | 16924 | 0 | 0 | $0 |
| John P Howe MD | 董事 | 2015年2月24日 A | 18598 | 0 | 0 | $0 |
| John A Allison | 董事 | 2014年2月25日 A | 292739 | 0 | 0 | $0 |
| Littleton J Glover JR | 董事 | 2012年12月20日 G | 19000 | 0 | 0 | $0 |
| Jane P Helm | 董事 | 2012年8月3日 S | 8810 | 0 | 0 | $0 |
| Valeria Lynch Lee | 董事 | 2012年2月21日 A | 6036 | 0 | 0 | $0 |
| Holmes J Morrison | 董事 | 2011年12月7日 G | 16625 | 0 | 0 | $0 |
| James H Maynard | 董事 | 2010年12月20日 G | 339450 | 0 | 0 | $0 |
| Albert O Maccauley | 董事 | 2010年5月11日 M | 91758 | 0 | 0 | $0 |
| Lloyd V Hackley | 董事 | 2010年3月17日 M | 7174 | 0 | 0 | $0 |
| Barry J Fitzpatrick | 董事 | 2010年2月23日 A | 337713 | 0 | 0 | $0 |
| Nelle R Chilton | 董事 | 2009年12月17日 G | 65076 | 0 | 0 | $0 |
| Tom D Efird | 董事 | 2009年12月8日 M | 86635 | 0 | 0 | $0 |
| Rhone E Sasser | 董事 | 2007年12月31日 M | 220443 | 0 | 0 | $0 |
| Alfred E Cleveland | 董事 | 2005年10月7日 L | 40830 | 0 | 0 | $0 |
| Albert F Zettlemoyer | 董事 | 2005年2月22日 A | · | 0 | 0 | $0 |
| Jack E Shaw | 董事 | 2004年12月31日 A | · | 0 | 0 | $0 |
| Ernest J Lathem DR | 董事 | 2004年12月31日 A | 44667 | 0 | 0 | $0 |
| Richard L Player JR | 董事 | 2004年11月15日 P | 25247 | 0 | 0 | $0 |
| Richard Janeway MD | 董事 | 2004年5月26日 M | 17587 | 0 | 0 | $0 |
| Thomas E Skains | · | 2026年2月24日 A | 29391 | 0 | 0 | $0 |
| Christopher L Henson | · | 2021年5月19日 G | 190510 | 0 | 0 | $0 |
| Paul R Garcia | · | 2021年2月23日 A | 26585 | 0 | 0 | $0 |
| Ellen Koebler | · | 2020年5月14日 S | 16859 | 0 | 0 | $0 |
| Donna C Goodrich | · | 2019年11月22日 G | 49775 | 0 | 0 | $0 |
| Tollie W Rich JR | · | 2019年6月7日 G | 56111 | 0 | 0 | $0 |
| Louis B Lynn | · | 2019年6月4日 S | 9134 | 0 | 0 | $0 |
| Jimmy D Godwin | · | 2019年3月15日 F | 15730 | 0 | 0 | $0 |
| Bennett W Bradley | · | 2019年3月15日 F | 25326 | 0 | 0 | $0 |
| Robert Jerome Johnson JR | · | 2019年3月15日 F | 26962 | 0 | 0 | $0 |
| Barbara F Duck | · | 2019年3月15日 F | 95864 | 0 | 0 | $0 |
| William Rufus Yates | · | 2019年3月7日 W | 0 | 0 | 0 | $0 |
| Patricia I. Henry | · | 2019年3月6日 S | 4543 | 0 | 0 | $0 |
| William J Reuter | · | 2019年3月5日 G | 44802 | 0 | 0 | $0 |
| Eric C Kendrick | · | 2018年12月21日 G | 126799 | 0 | 0 | $0 |
| James A Faulkner | · | 2017年12月14日 G | 174 | 0 | 0 | $0 |
| Stephen T Williams | · | 2017年7月28日 M | 398811 | 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 147 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 |
|---|---|---|---|---|
| IAT · iShares Trust | 9.73% | 1259932 SH | 2026年9月11日 | 每日 |
| RDIV · Invesco Exchange-Traded Fund Trus... | 4.83% | 1458247 SH | 2026年10月2日 | 每日 |
| KBWB · Invesco Exchange-Traded Fund Trus... | 4.07% | 5474134 SH | 2026年10月2日 | 每日 |
| DFNL · Davis Fundamental ETF Trust | 2.30% | 212353 NS | 2026年7月31日 | N-PORT |
| PGF · Invesco Exchange-Traded Fund Trust | 2.20% | 763472 | 2026年10月2日 | 每日 |
| LYLD · Cambria ETF Trust | 1.90% | 2659 NS | 2026年7月31日 | N-PORT |
| SPHD · Invesco Exchange-Traded Fund Trus... | 1.85% | 1264720 SH | 2026年10月2日 | 每日 |
| VRP · Invesco Exchange-Traded Fund Trus... | 1.41% | 42103017 | 2026年10月2日 | 每日 |
| PWV · Invesco Exchange-Traded Fund Trust | 1.40% | 551308 SH | 2026年10月2日 | 每日 |
| DVY · iShares Trust | 1.37% | 6399854 SH | 2026年9月11日 | 每日 |
| RSPF · Invesco Exchange-Traded Fund Trust | 1.29% | 103987 SH | 2026年10月2日 | 每日 |
| GTOS · Invesco Actively Managed Exchange... | 1.25% | 1485000 | 2026年10月2日 | 每日 |
| SPVM · Invesco Exchange-Traded Fund Trust | 1.23% | 35017 SH | 2026年10月2日 | 每日 |
| FDVV · FIDELITY COVINGTON TRUST | 1.23% | 2409953 NS | 2026年7月31日 | N-PORT |
| IIGD · Invesco Exchange-Traded Self-Inde... | 1.19% | 350000 | 2026年10月2日 | 每日 |
| PAYR · Federated Hermes ETF Trust | 1.15% | 12695 NS | 2026年7月31日 | N-PORT |
| PGX · Invesco Exchange-Traded Fund Trus... | 1.09% | 2244965 | 2026年10月2日 | 每日 |
| ESUM · Strategy Shares | 1.03% | 36150 NS | 2026年7月31日 | N-PORT |
| SYLD · Cambria ETF Trust | 0.98% | 187764 NS | 2026年7月31日 | N-PORT |
| IYF · iShares Trust | 0.95% | 830904 SH | 2026年9月11日 | 每日 |
| FXO · First Trust Exchange-Traded Alpha... | 0.94% | 203918 NS | 2026年7月31日 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0.88% | 72622 NS | 2026年7月31日 | N-PORT |
| IMCV · iShares Trust | 0.88% | 202901 SH | 2026年9月11日 | 每日 |
| IYG · iShares Trust | 0.87% | 377859 SH | 2026年9月11日 | 每日 |
| GSY · Invesco Actively Managed Exchange... | 0.83% | 31709000 | 2026年10月2日 | 每日 |
| LQAI · Exchange Listed Funds Trust | 0.82% | 350 NS | 2026年7月31日 | N-PORT |
| SPLV · Invesco Exchange-Traded Fund Trus... | 0.78% | 1168260 SH | 2026年10月2日 | 每日 |
| FDRR · FIDELITY COVINGTON TRUST | 0.75% | 106266 NS | 2026年7月31日 | N-PORT |
| VFH · VANGUARD WORLD FUND | 0.72% | 2018644 SH | 2026年8月19日 | 每日 |
| FTA · First Trust Exchange-Traded Alpha... | 0.72% | 193044 NS | 2026年7月31日 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0.71% | 325943 NS | 2026年7月31日 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0.68% | 115661 SH | 2026年8月19日 | 每日 |
| RPV · Invesco Exchange-Traded Fund Trust | 0.66% | 237950 SH | 2026年10月2日 | 每日 |
| REVS · Columbia ETF Trust I | 0.65% | 41615 NS | 2026年7月31日 | N-PORT |
| PFF · iShares Trust | 0.58% | 4090244 SH | 2026年9月11日 | 每日 |
| QDEF · FlexShares Trust | 0.56% | 58794 NS | 2026年7月31日 | N-PORT |
| QDF · FlexShares Trust | 0.55% | 234480 NS | 2026年7月31日 | N-PORT |
| FAS · Direxion Shares ETF Trust | 0.54% | 245487 NS | 2026年7月31日 | N-PORT |
| VOE · VANGUARD INDEX FUNDS | 0.54% | 4001562 SH | 2026年8月19日 | 每日 |
| BSCU · Invesco Exchange-Traded Self-Inde... | 0.49% | 14966000 | 2026年10月2日 | 每日 |
| FTLS · First Trust Exchange-Traded Fund III | 0.48% | 232829 NS | 2026年7月31日 | N-PORT |
| IMCB · iShares Trust | 0.44% | 145746 SH | 2026年9月11日 | 每日 |
| VLUE · iShares Trust | 0.43% | 813174 SH | 2026年9月11日 | 每日 |
| VMAX · Lattice Strategies Trust | 0.42% | 3945 NS | 2026年7月31日 | N-PORT |
| DIVB · iShares Trust | 0.41% | 164018 SH | 2026年9月11日 | 每日 |
| IXG · iShares Trust | 0.39% | 54160 SH | 2026年9月11日 | 每日 |
| VFMF · VANGUARD WELLINGTON FUND | 0.39% | 55626 SH | 2026年8月19日 | 每日 |
| FEX · First Trust Exchange-Traded Alpha... | 0.37% | 113133 NS | 2026年7月31日 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trus... | 0.36% | 515000 | 2026年10月1日 | 每日 |
| FAB · First Trust Exchange-Traded Alpha... | 0.36% | 11659 NS | 2026年7月31日 | N-PORT |
| XOEF · iShares Trust | 0.35% | 1571 SH | 2026年9月11日 | 每日 |
| JVAL · J.P. Morgan Exchange-Traded Fund ... | 0.34% | 54081 NS | 2026年7月31日 | N-PORT |
| RECS · Columbia ETF Trust I | 0.33% | 367403 NS | 2026年7月31日 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0.30% | 13500245 SH | 2026年8月19日 | 每日 |
| VYM · VANGUARD WHITEHALL FUNDS | 0.26% | 4975308 SH | 2026年8月19日 | 每日 |
| USXF · iShares Trust | 0.25% | 72577 SH | 2026年9月11日 | 每日 |
| DFLV · Dimensional ETF Trust | 0.24% | 314701 NS | 2026年7月31日 | N-PORT |
| IWX · iShares Trust | 0.23% | 179707 SH | 2026年9月11日 | 每日 |
| VTV · VANGUARD INDEX FUNDS | 0.23% | 11843248 SH | 2026年8月19日 | 每日 |
| DFUV · Dimensional ETF Trust | 0.23% | 670042 NS | 2026年7月31日 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.21% | 454955 SH | 2026年10月2日 | 每日 |
| IVE · iShares Trust | 0.21% | 2067187 SH | 2026年9月11日 | 每日 |
| VOOV · VANGUARD ADMIRAL FUNDS | 0.21% | 286885 SH | 2026年8月19日 | 每日 |
| EUSA · iShares, Inc. | 0.20% | 76556 SH | 2026年9月11日 | 每日 |
| SIZE · iShares Trust | 0.20% | 16934 SH | 2026年9月11日 | 每日 |
| IUSV · iShares Trust | 0.20% | 1087420 SH | 2026年9月11日 | 每日 |
| RSP · Invesco Exchange-Traded Fund Trust | 0.19% | 3891894 SH | 2026年10月2日 | 每日 |
| ACVF · ETF Opportunities Trust | 0.18% | 5432 NS | 2026年7月31日 | N-PORT |
| ILCV · iShares Trust | 0.18% | 48548 SH | 2026年9月11日 | 每日 |
| SUSL · iShares Trust | 0.18% | 43349 SH | 2026年9月11日 | 每日 |
| DSI · iShares Trust | 0.17% | 186713 SH | 2026年9月11日 | 每日 |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.17% | 752346 SH | 2026年8月19日 | 每日 |
| IWD · iShares Trust | 0.17% | 2770193 SH | 2026年9月11日 | 每日 |
| BSCR · Invesco Exchange-Traded Self-Inde... | 0.17% | 7884000 | 2026年10月2日 | 每日 |
| MGV · VANGUARD WORLD FUND | 0.15% | 391539 SH | 2026年8月19日 | 每日 |
| EGLE · Global X Funds | 0.15% | 63 NS | 2026年7月31日 | N-PORT |
| BSCT · Invesco Exchange-Traded Self-Inde... | 0.15% | 4473000 | 2026年10月2日 | 每日 |
| ESG · FlexShares Trust | 0.15% | 3720 NS | 2026年7月31日 | N-PORT |
| RWL · Invesco Exchange-Traded Fund Trus... | 0.14% | 304158 SH | 2026年10月2日 | 每日 |
| DCOR · Dimensional ETF Trust | 0.13% | 83391 NS | 2026年7月31日 | N-PORT |
| QUVU · Hartford Funds Exchange-Traded Trust | 0.12% | 4150 NS | 2026年7月31日 | N-PORT |
| TOPC · iShares Trust | 0.12% | 765 SH | 2026年9月11日 | 每日 |
| CATH · Global X Funds | 0.11% | 28736 NS | 2026年7月31日 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.11% | 269209 NS | 2026年7月31日 | N-PORT |
| IWL · iShares Trust | 0.11% | 48736 SH | 2026年9月11日 | 每日 |
| ESGV · VANGUARD WORLD FUND | 0.11% | 281770 SH | 2026年8月19日 | 每日 |
| XVV · iShares Trust | 0.11% | 14297 SH | 2026年9月11日 | 每日 |
| JFLI · J.P. Morgan Exchange-Traded Fund ... | 0.11% | 977 NS | 2026年7月31日 | N-PORT |
| CHRI · Global X Funds | 0.10% | 161 NS | 2026年7月31日 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.10% | 10968 NS | 2026年7月31日 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.10% | 947088 NS | 2026年7月31日 | N-PORT |
| PTLC · Pacer Funds Trust | 0.10% | 63853 NS | 2026年7月31日 | N-PORT |
| XYLD · Global X Funds | 0.10% | 62562 NS | 2026年7月31日 | N-PORT |
| BBUS · J.P. Morgan Exchange-Traded Fund ... | 0.10% | 171700 NS | 2026年7月31日 | N-PORT |
| VOO · VANGUARD INDEX FUNDS | 0.10% | 32356498 SH | 2026年8月19日 | 每日 |
| VV · VANGUARD INDEX FUNDS | 0.10% | 1455064 SH | 2026年8月19日 | 每日 |
| TOV · EA Series Trust | 0.10% | 5085 NS | 2026年7月31日 | N-PORT |
| VOTE · TCW ETF Trust | 0.10% | 21059 NS | 2026年7月31日 | N-PORT |
| BKLC · BNY Mellon ETF Trust | 0.10% | 104555 NS | 2026年7月31日 | N-PORT |
| CRBN · iShares Trust | 0.10% | 22788 SH | 2026年9月11日 | 每日 |
| XTR · Global X Funds | 0.10% | 91 NS | 2026年7月31日 | N-PORT |
| XCLR · Global X Funds | 0.10% | 67 NS | 2026年7月31日 | N-PORT |
| XRMI · Global X Funds | 0.10% | 931 NS | 2026年7月31日 | N-PORT |
| XYLG · Global X Funds | 0.10% | 1191 NS | 2026年7月31日 | N-PORT |
| IVV · iShares Trust | 0.10% | 15703706 SH | 2026年9月11日 | 每日 |
| LGDX · Tidal Trust III | 0.10% | 2615 NS | 2026年7月31日 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.09% | 382367 NS | 2026年7月31日 | N-PORT |
| ILCB · iShares Trust | 0.09% | 24121 SH | 2026年9月11日 | 每日 |
| VOXP · Advisors Series Trust | 0.09% | 105 NS | 2026年7月31日 | N-PORT |
| SPUU · Direxion Shares ETF Trust | 0.09% | 4700 NS | 2026年7月31日 | N-PORT |
| QDPL · Pacer Funds Trust | 0.09% | 29993 NS | 2026年7月31日 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.09% | 39549410 SH | 2026年8月19日 | 每日 |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.09% | 205708 SH | 2026年8月19日 | 每日 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.09% | 104827 SH | 2026年8月19日 | 每日 |
| IWB · iShares Trust | 0.09% | 865184 SH | 2026年9月11日 | 每日 |
| IYY · iShares Trust | 0.09% | 53325 SH | 2026年9月11日 | 每日 |
| PBP · Invesco Exchange-Traded Fund Trust | 0.09% | 7269 SH | 2026年10月2日 | 每日 |
| ITOT · iShares Trust | 0.09% | 1630534 SH | 2026年9月11日 | 每日 |
| IWV · iShares Trust | 0.09% | 342459 SH | 2026年9月11日 | 每日 |
| PBUS · Invesco Exchange-Traded Fund Trus... | 0.09% | 211721 SH | 2026年10月2日 | 每日 |
| DFSU · Dimensional ETF Trust | 0.08% | 37089 NS | 2026年7月31日 | N-PORT |
| TILT · FlexShares Trust | 0.08% | 34286 NS | 2026年7月31日 | N-PORT |
| HCMT · Direxion Shares ETF Trust | 0.08% | 8666 NS | 2026年7月31日 | N-PORT |
| QVML · Invesco Exchange-Traded Fund Trus... | 0.08% | 28392 SH | 2026年10月2日 | 每日 |
| SPXL · Direxion Shares ETF Trust | 0.08% | 97398 NS | 2026年7月31日 | N-PORT |
| PHDG · Invesco Actively Managed Exchange... | 0.07% | 962 SH | 2026年10月2日 | 每日 |
| TOK · iShares Trust | 0.07% | 3354 SH | 2026年9月11日 | 每日 |
| URTH · iShares, Inc. | 0.07% | 112085 SH | 2026年9月11日 | 每日 |
| ACWI · iShares Trust | 0.06% | 397762 SH | 2026年9月11日 | 每日 |
| EQAL · Invesco Exchange-Traded Fund Trus... | 0.06% | 10472 SH | 2026年10月2日 | 每日 |
| MGC · VANGUARD WORLD FUND | 0.06% | 125057 SH | 2026年8月19日 | 每日 |
| VT · VANGUARD INTERNATIONAL EQUITY IND... | 0.05% | 1049054 SH | 2026年8月19日 | 每日 |
| GTO · Invesco Actively Managed Exchange... | 0.04% | 1146000 | 2026年10月2日 | 每日 |
| USCL · iShares Trust | 0.03% | 16223 SH | 2026年9月11日 | 每日 |
| NEAR · iShares U.S. ETF Trust | 0.03% | 1270000 SH | 2026年9月9日 | 每日 |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | 2026年7月15日 | 每日 |
| BSV · 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 |
| VUSB · VANGUARD BOND INDEX FUNDS | · | · | 2026年7月15日 | 每日 |
| VCRB · VANGUARD MALVERN FUNDS | · | · | 2026年7月15日 | 每日 |
| VPLS · VANGUARD MALVERN FUNDS | · | · | 2026年7月15日 | 每日 |
| VSDB · VANGUARD MALVERN FUNDS | · | · | 2026年7月15日 | 每日 |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月15日 | 每日 |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月15日 | 每日 |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月30日 | 每日 |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月30日 | 每日 |
| VCEB · VANGUARD WORLD FUND | · | · | 2026年7月30日 | 每日 |
TFC 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
18 位分析师 · 2026-09-30平均目标 $54.90 +18.5%
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 |
|---|---|---|---|---|---|---|
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | · |
| MTB | · | 11.9 | 7.5% | 172.1% | 9.9% | · |
| HBAN | · | · | · | · | · | · |
| CFG | $25.07B | 15.1 | 5.6% | 22.2% | 7.1% | · |
| RF | · | 11.8 | · | 28.6% | 11.4% | · |
| EWBC | $15.46B | 11.8 | 12.2% | 45.2% | 15.5% | · |
| PNFP | $7.41B | 11.8 | 18.3% | 31.2% | 9.5% | · |
| FHN | $11.59B | 12.8 | 7.2% | 28.7% | 11.1% | · |
| WTFC | $9.36B | 12.3 | 5.9% | 310.1% | 11.4% | · |
| ZION | $8.64B | 9.7 | 3.6% | 135.8% | 13.1% | · |
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