Aegon Ltd
AEGFinancial·Insurance - Diversified·Netherlands·Large·NYSE·Nov 11 • 3:59 PM ET
Price
AEG against its 20, 50 and 200-day averages9.8% under the 52-week high of 9.61 on 7 Aug 2026. 52-week low 6.75 on 20 Mar 2026. Last 15 sessions, 8.3% high to low
Volume 0.38× normal · the line is the 50-bar volume average
Profile
AEGAegon Ltd. is an international financial services company, which engages in the provision of investment, protection, and retirement solutions. It operates through the following segments: Americas, The Netherlands, United Kingdom, International, Asset Management, and Holding and Other Activities. The Americas segment covers business units in the United States and Brazil, including any of the units' activities located outside these countries. The Netherlands segment covers businesses activities from Aegon the Netherlands. The United Kingdom segment involves existing business and digital solutions. The International segment encompasses Hong Kong, Singapore, China, India, Indonesia, Hungary, Poland, Turkey, Romania, Spain, and Portugal. The Asset Management segment consists of Aegon Asset Management Global Platforms and strategic partnerships. The Holding and Other activities refers to financing, employee, and other administrative expenses of holding companies. The company was founded in 1844 and is headquartered in The Hague, the Netherlands.
| Employees | 15304 |
|---|---|
| IPO | Jun 28, 1985 |
| Beta | 0.88 |
| ATR, 14d | 0.15 |
| Rel volume | 0.38 |
| Short float | 0.22% |
| Insider own | 0.02% |
| Inst own | 8.35% |
Snapshot
6 groupsValuation
| Index | - |
|---|---|
| Market Cap | 12.87B |
| Enterprise Value | - |
| Income | 1.17B |
| Sales | 30.45B |
| Book/sh | 6.86 |
| Cash/sh | - |
| Dividend Est. | 0.50 (5.75%) |
| Dividend TTM | 0.48 (5.59%) |
| Dividend Ex-Date | Sep 03, 2026 |
| Dividend Gr. 3/5Y | 24.93% 26.58% |
| Payout | 55.79% |
| Employees | 15304 |
| IPO | Jun 28, 1985 |
Ratios
| P/E | 11.52 |
|---|---|
| Forward P/E | 7.48 |
| PEG | 0.35 |
| P/S | 0.42 |
| P/B | 1.26 |
| P/C | - |
| P/FCF | 39.83 |
| EV/EBITDA | - |
| EV/Sales | - |
| Quick Ratio | - |
| Current Ratio | 1.16 |
| Debt/Eq | 0.43 |
| LT Debt/Eq | 0.43 |
| Option/Short | Yes / Yes |
Earnings
| EPS (ttm) | 0.75 |
|---|---|
| EPS next Y | 1.16 |
| EPS next Q | 0.79 |
| EPS this Y | 68.01% |
| EPS next Y | -0.65% |
| EPS next 5Y | 21.27% |
| EPS past 3/5Y | 37.40% 95.22% |
| Sales past 3/5Y | -12.63% 7.38% |
| EPS Y/Y TTM | 60.33% |
| Sales Y/Y TTM | 24.97% |
| EPS Q/Q | -82.58% |
| Sales Q/Q | -32.54% |
| Earnings | Aug 20 BMO |
| EPS/Sales Surpr. | 24.48% - |
Ownership
| Insider Own | 0.02% |
|---|---|
| Insider Trans | 0.00% |
| Inst Own | 8.35% |
| Inst Trans | -4.44% |
| ROA | 0.30% |
| ROE | 10.57% |
| ROIC | 8.05% |
| Gross Margin | - |
| Oper. Margin | 2.48% |
| Profit Margin | 3.86% |
| SMA20 | 4.12% |
| SMA50 | 0.80% |
| SMA200 | 4.03% |
| Trades | - |
Technical
| Shs Outstand | 1.96B |
|---|---|
| Shs Float | 1.48B |
| Short Float | 0.22% |
| Short Ratio | 0.62 |
| Short Interest | 3.29M |
| 52W High | 9.61 -9.78% |
| 52W Low | 6.75 28.44% |
| Volatility | 1.56% 1.22% |
| ATR (14) | 0.15 |
| RSI (14) | 58.70 |
| Beta | 0.88 |
| Rel Volume | 0.38 |
| Avg Volume | 5.27M |
| Volume | 2,004,642 |
Performance
| Perf Week | 1.05% |
|---|---|
| Perf Month | 4.08% |
| Perf Quarter | -7.57% |
| Perf Half Y | 2.97% |
| Perf YTD | 12.45% |
| Perf Year | 12.02% |
| Perf 3Y | 72.71% |
| Perf 5Y | 78.03% |
| Perf 10Y | 69.67% |
| Recom | 2.17 |
| Target Price | 9.47 |
| Prev Close | 8.63 |
| Price | 8.67 |
| Change % | 0.46% |
Analyst ratings
latest 10 of 20| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Oct 22, 2026 | Downgrade | JJP Morgan | Overweight → Neutral | ||
| May 15, 2026 | Downgrade | MMorgan Stanley | Overweight → Equal-Weight | ||
| Apr 07, 2026 | Initiated | BBNP Paribas Exane | Outperform | $10 | +15.3% |
| Jan 07, 2026 | Resumed | DDeutsche Bank | Hold | ||
| Dec 03, 2025 | Downgrade | UUBS | Buy → Neutral | ||
| May 07, 2025 | Upgrade | BBNP Paribas Exane | Neutral → Outperform | ||
| Oct 22, 2024 | Upgrade | UUBS | Neutral → Buy | ||
| May 28, 2024 | Downgrade | UUBS | Buy → Neutral | ||
| Jun 09, 2023 | Upgrade | HHSBC Securities | Hold → Buy | ||
| Apr 04, 2023 | Resumed | BBofA Securities | Neutral |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| LNC | Lincoln National Corp | 8.10B |
| PRU | Prudential Financial Inc | 42.20B |
| SLF | Sun Life Financial Inc | 41.02B |
| CRBG | Corebridge Financial Inc | 15.84B |
| EQH | Equitable Holdings Inc | 14.90B |
| MET | Metlife Inc | 64.69B |
| MFC | Manulife Financial Corp | 73.80B |
| BNT | Brookfield Wealth Solutions Ltd | 12.51B |
| PRI | Primerica Inc | 8.97B |
| VOYA | Voya Financial Inc | 9.26B |
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| DISV | Dimensional International Small Cap Value ETF | AUM: 5.11B |
| DFIC | Dimensional International Core Equity 2 ETF | AUM: 15.45B |
| AVDE | Avantis International Equity ETF | AUM: 19.73B |
| DFIV | Dimensional International Value ETF | AUM: 22.39B |
| DFIS | Dimensional International Small Cap ETF | AUM: 5.82B |
| DFAI | Dimensional International Core Equity Market ETF | AUM: 18.32B |
| DFAX | Dimensional World ex U.S. Core Equity 2 ETF | AUM: 12.02B |
| DFSI | Dimensional International Sustainability Core 1 ETF | AUM: 1.19B |
| APIE | ActivePassive International Equity ETF | AUM: 1.13B |
| AVSD | Avantis Responsible International Equity ETF | AUM: 379.33M |
News
latest 14 of 200- The Dealmaking 3: DoorDash & Australian Open, AEG & NFL/AWS (CorpGov.com)
- Active Energy Group lands new financing facility to support growth in UAE (Proactive)
- Active Energy highlights growth in UAE venture in first half (Proactive)
- Active Energy eyes scale-up as it moves into infrastructure platform's second phase (Proactive)
- Aegon Ltd (AEG) (H1 2026) Earnings Call Highlights: Strong Commercial Growth and Strategic ... (GuruFocus.com)
- Active Energy completes strategic reset as UAE assets start generating revenue (Proactive)
- Active Energy inks strategic distribution agreement for GCC venture (Proactive)
- NYC Pensions Boss Says SpaceXs Disregard for Shareholders Has No Precedent (Bloomberg)
- Investors Say Its Time for Pemex to Tap Global Debt Markets (Bloomberg)
- $300 Billion AI Debt Binge Spreads From Wall Street to Tokyo (Bloomberg)
- UK 30-Year Yields Hit 1998 Levels as Political Crisis Deepens (Bloomberg)
- European Bond Market Has Record Day as Rates Outlook Worsens (Bloomberg)
- Active Energy says Ghummud has been fully energised ahead of schedule (Proactive)
- Active Energy completes Abu Dhabi grid connection acquisition (Proactive)
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| 2026S1 | 2026-08-20 | 0.441 | 0.355 | 0.450 | - | - | 1 |
| 2025S2 | 2026-02-19 | 0.271 | 0.481 | 0.303 | - | - | 1 |
| 2025S1 | 2025-08-21 | 0.328 | 0.299 | - | 5,848 | - | 2 |
| 2024S2 | 2025-02-20 | 0.461 | 0.164 | 0.503 | 5,848 | - | 1 |
| 2024S1 | 2024-08-22 | -0.056 | 0.306 | -0.034 | 5,848 | - | 1 |
| 2023S2 | 2024-03-01 | 0.011 | - | 0.014 | 5,848 | - | - |
| 2023Q2 | 2023-08-17 | 0.033 | 0.205 | 0.033 | - | - | 1 |
| 2023Q1 | 2023-05-17 | 0.202 | - | 0.202 | - | - | 2 |
| 2022Q4 | 2023-02-09 | -1.258 | 0.060 | -1.214 | 2,330 | 7,366 | 1 |
| 2022Q3 | 2022-11-09 | -0.102 | -0.287 | -0.099 | 3,717 | 6,953 | 2 |
| 2022Q2 | 2022-08-11 | -0.175 | -0.110 | -0.192 | 6,585 | 7,445 | 2 |
| 2022Q1 | 2022-05-12 | 0.202 | 0.410 | 0.212 | 6,706 | 8,896 | 2 |
| 2021Q4 | 2022-02-09 | 0.272 | 0.310 | 0.281 | 6,968 | 6,944 | 2 |
| 2021Q2 | 2021-10-11 | 0.475 | - | 0.393 | - | - | 1 |
| 2021Q1 | 2021-08-20 | 0.211 | - | 0.224 | - | - | - |
| 2020S2 | 2021-02-11 | -0.121 | - | -0.121 | 5,848 | - | 1 |
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| 2019FY | 0.785 | 0.753 | 0.673 | 25,541 | 25,712 |
| 2020FY | 0.022 | 0.446 | 0.025 | 22,091 | 23,841 |
| 2021FY | 0.865 | 0.847 | 0.949 | 20,565 | 22,449 |
| 2022FY | -1.153 | -0.049 | -0.296 | 18,590 | 21,494 |
| 2023FY | -0.098 | 0.229 | -0.102 | 15,420 | 16,940 |
| 2024FY | 0.398 | 0.367 | 0.454 | 15,420 | 14,249 |
| 2025FY | 0.694 | 0.911 | 0.694 | 22,142 | 16,787 |
| 2026FY | - | 1.166 | - | - | 10,688 |
| 2027FY | - | 1.158 | - | - | 10,900 |
| 2028FY | - | 1.238 | - | - | 11,119 |
| 2029FY | - | 1.231 | - | - | 11,344 |
| 2030FY | - | 1.176 | - | - | 11,570 |
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| 2026S2 | R | 2026-09-21 | 2 | 0 | 1 | 0.79 | 0.30 | 1.28 |
| 2026S2 | R | 2026-09-04 | 1 | 0 | 1 | 0.30 | 0.30 | 0.30 |
| 2026S2 | R | 2026-08-20 | 1 | 0 | 0 | 0.31 | 0.31 | 0.31 |
| 2026S2 | R | 2026-07-17 | 1 | 0 | 0 | 0.31 | 0.31 | 0.31 |
| 2026S2 | E | 2026-09-21 | 2 | 0 | 1 | 0.79 | 0.30 | 1.28 |
| 2026S2 | E | 2026-09-04 | 1 | 0 | 1 | 0.30 | 0.30 | 0.30 |
| 2026S2 | E | 2026-08-20 | 1 | 0 | 0 | 0.31 | 0.31 | 0.31 |
| 2026S2 | E | 2026-07-17 | 1 | 0 | 0 | 0.31 | 0.31 | 0.31 |
| 2026S1 | R | 2026-07-17 | 1 | 0 | 0 | 0.35 | 0.35 | 0.35 |
| 2026S1 | E | 2026-07-17 | 1 | 0 | 0 | 0.35 | 0.35 | 0.35 |
| 2026FY | S | 2026-09-04 | 1 | 0 | 0 | 10,688 | 10,688 | 10,688 |
| 2026FY | S | 2026-08-30 | 1 | 0 | 0 | 10,622 | 10,622 | 10,622 |
| 2026FY | S | 2026-08-21 | 2 | 1 | 0 | 33,777 | 22,562 | 44,992 |
| 2026FY | S | 2026-08-19 | 1 | 0 | 0 | 22,562 | 22,562 | 22,562 |
Estimate history
| EPS, annual | 1.286 | 0.409 | 0.673 | 0.025 | 0.949 | -0.296 | -0.102 | 0.454 | 0.706 |
|---|---|---|---|---|---|---|---|---|---|
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
| EPS, quarterly | -0.099 | -1.214 | |||||||
| Period | Q3 '22 | Q4 '22 | |||||||
| Sales, annual | 34140.323 | 30882.309 | 29428.404 | 26394.968 | 21411.584 | 56514.042 | 24739.168 | 32470.193 | 37691.118 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
| Sales, quarterly | 5483.628 | 1718.719 | |||||||
| Period | Q3 '22 | Q4 '22 | |||||||
| Shares, annual | 2029.998 | 2033.086 | 2038.556 | 2044.366 | 2034.533 | 1963.609 | 1742.407 | 1583.863 | 1504.328 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
| Shares, quarterly | 2010.169 | 1962.823 | |||||||
| Period | Q3 '22 | Q4 '22 |
Income statement, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 30,454.87 | 37,691.12 | 32,470.19 | 24,739.17 | 56,514.04 | 21,411.58 | 26,394.97 | 29,428.40 | 30,882.31 |
| Losses, Claims & Reserves | 22,787.94 | 23,467.65 | 20,088.08 | 11,055.49 | 11,662.66 | 42,539.49 | 43,837.72 | 59,885.40 | 8,354.99 |
| Selling, General and Administrative Incl. Other | 6,911.11 | 13,158.09 | 11,609.79 | 13,808.01 | 43,780.44 | -22,230.70 | -17,947.76 | -31,972.46 | 21,617.73 |
| Operating Income before Interest Expense | 755.82 | 1,065.38 | 772.33 | -124.33 | 1,070.94 | 1,102.79 | 505.01 | 1,515.46 | 909.59 |
| Interest Expense | 349.91 | 380.33 | 431.59 | 488.66 | 303.73 | 290.77 | 575.69 | 574.17 | 598.13 |
| Unusual Expense | 51.31 | 74.49 | 255.28 | 135.14 | 150.29 | -92.19 | 339.71 | 87.30 | 38.93 |
| Net Income Before Taxes | 324.27 | 611.69 | 83.29 | -745.97 | 615.87 | 1,119.34 | -432.05 | 1,373.32 | 631.17 |
| Income Taxes | 45.49 | 73.36 | -17.31 | -225.95 | 74.62 | 112.29 | -158.46 | 242.88 | 47.19 |
| Consolidated Net Income | 1,084.75 | 1,106.01 | 731.22 | -196.76 | 794.54 | 1,263.54 | 62.70 | 1,383.39 | 838.80 |
| Net Income From Continuing Operations | 1,112.74 | 1,102.62 | 744.20 | -175.14 | 764.06 | 1,204.44 | 50.16 | 1,383.39 | 837.62 |
| Net Income | 1,174.56 | 1,102.62 | 744.20 | 252.98 | 549.66 | 1,951.45 | 50.16 | 1,383.39 | 837.62 |
| EPS (Recurring) | 0.81 | 0.74 | 0.56 | -0.05 | -0.24 | 0.92 | 0.14 | 0.70 | 0.42 |
| EPS (Basic, Before Extraordinaries) | 0.75 | 0.71 | 0.45 | 0.13 | 0.27 | 0.95 | 0.02 | 0.67 | 0.41 |
| EPS (Diluted) | 0.75 | 0.71 | 0.45 | -0.10 | -0.30 | 0.95 | 0.02 | 0.67 | 0.41 |
| Non-Operating Income (Expense) | 0.00 | 1.13 | -2.16 | 2.16 | -1.05 | 215.12 | -21.66 | 519.33 | 359.82 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Price To Earnings Ratio | 11.52 | 11.52 | - | - | 24.91 | 5.73 | - | 9.77 | 11.19 |
| Price To Sales Ratio | 0.41 | 0.32 | 0.30 | 0.44 | 0.18 | 0.47 | 0.31 | 0.32 | 0.31 |
| Operating Margin | 2.48 | 2.83 | 2.38 | -0.50 | 1.90 | 5.15 | 1.91 | 5.15 | 2.95 |
| Net Margin | 3.86 | 2.93 | 2.29 | 1.02 | 0.97 | 9.11 | 0.19 | 4.70 | 2.71 |
| Shares Outstanding | 1,476.70 | 1,504.33 | 1,583.86 | 1,742.41 | 1,963.61 | 2,034.53 | 2,044.37 | 2,038.56 | 2,033.09 |
| Market Capitalization | 12,874.08 | 12,874.08 | 9,309.03 | 10,846.77 | 10,146.98 | 10,139.65 | 8,052.31 | 9,252.89 | 9,453.85 |
| Operating Income after Interest Expense | - | 685.05 | 340.73 | -612.99 | 767.21 | 812.02 | -70.68 | 941.29 | 311.45 |
| Reserves Increase (Decrease) | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Income statement, quarterly
| Metric | 2026S1 | 2025S2 | 2025S1 | 2024S2 | 2024S1 | 2023S2 | 2023S1 | |
|---|---|---|---|---|---|---|---|---|
| Total Revenue | 8,135.12 | 22,319.75 | 10,333.16 | 14,036.85 | 10,503.78 | 15,475.75 | 10,367.15 | - |
| Losses, Claims & Reserves | 8,209.78 | 14,578.16 | 5,590.89 | 8,697.94 | 5,896.08 | 5,399.10 | 5,656.87 | - |
| Selling, General and Administrative Incl. Other | -491.09 | 7,402.21 | 3,996.30 | 4,587.66 | 4,602.29 | 10,286.51 | 4,630.32 | - |
| Operating Income before Interest Expense | 416.44 | 339.38 | 745.96 | 751.26 | 5.40 | -209.86 | 79.96 | - |
| Interest Expense | 162.14 | 187.77 | 192.22 | 193.77 | 237.79 | 242.32 | 246.37 | - |
| Operating Income after Interest Expense | 254.30 | 151.61 | 553.74 | 557.49 | -232.38 | -452.18 | -166.41 | - |
| Unusual Expense | -18.66 | 69.98 | 8.74 | 178.61 | 77.82 | 1.08 | 127.51 | - |
| Net Income Before Taxes | 274.13 | 50.15 | 545.00 | 394.03 | -310.21 | -447.85 | -298.24 | - |
| Income Taxes | 52.49 | -7.00 | 77.55 | 58.46 | -75.66 | -151.45 | -74.56 | - |
| Consolidated Net Income | 648.57 | 436.18 | 661.86 | 802.14 | -70.26 | -70.31 | -126.43 | - |
| Net Income From Continuing Operations | 655.57 | 457.17 | 638.93 | 801.05 | -56.20 | -46.52 | -128.59 | - |
| Net Income | 716.23 | 458.34 | 637.84 | 801.05 | -56.20 | 5.41 | 247.45 | - |
| EPS (Recurring) | 0.47 | 0.34 | - | 0.58 | -0.00 | 0.01 | - | - |
| EPS (Basic, Before Extraordinaries) | 0.45 | 0.30 | - | 0.50 | -0.03 | 0.00 | - | - |
| EPS (Diluted) | 0.45 | 0.30 | - | 0.50 | -0.03 | 0.01 | - | - |
| Non-Operating Income (Expense) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | - |
| Price To Earnings Ratio | 11.52 | 8.51 | 15.42 | - | - | - | - | - |
| Price To Sales Ratio | 0.41 | 0.36 | - | 0.38 | 0.39 | 0.39 | - | - |
| Operating Margin | 5.12 | 1.52 | 7.22 | 5.35 | 0.05 | -1.36 | 0.77 | - |
| Net Margin | 8.80 | 2.05 | 6.17 | 5.71 | -0.54 | 0.03 | 2.39 | - |
| Shares Outstanding | 1,476.70 | 1,504.33 | - | 1,583.86 | 1,742.41 | 1,742.41 | - | - |
| Market Capitalization | 12,874.08 | 11,455.90 | 11,467.22 | 9,309.03 | 10,680.97 | 10,846.77 | 10,164.18 | - |
Balance sheet, annual
| Metric | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY | 2017FY |
|---|---|---|---|---|---|---|---|---|---|
| Total Cash | 3,744.15 | 4,125.43 | 5,070.34 | 7,229.55 | 8,191.25 | 8,754.50 | 12,491.18 | 7,814.57 | 14,785.45 |
| Investments | 335,519.22 | 305,010.67 | 295,908.12 | 274,925.73 | 190,452.57 | 212,902.59 | 179,525.92 | 170,360.22 | 171,650.76 |
| Premium Balance Receivables - Insurance | 20,680.89 | 17,120.96 | 18,965.74 | 18,541.33 | 1,991.24 | 1,999.28 | 2,256.22 | 2,851.02 | 4,931.69 |
| Net Property, Plant & Equipment | 330.02 | 343.79 | 380.00 | 436.51 | 533.35 | 579.96 | 601.66 | 268.64 | 636.42 |
| Investment in Unconsolidated Affiliates | 4,937.39 | 4,789.19 | 4,789.76 | 1,702.26 | 3,447.99 | 3,230.17 | 2,633.39 | 2,368.61 | 2,425.62 |
| Deferred Tax Assets | 2,224.41 | 2,525.58 | 2,595.93 | 2,596.62 | 148.97 | 123.58 | 216.64 | 142.89 | 94.86 |
| Other Intangible Assets | 5,138.22 | 5,096.73 | 5,431.56 | 100,881.81 | 304,577.41 | 293,590.82 | 273,181.70 | 241,589.89 | 257,842.98 |
| Total Assets | 372,574.30 | 339,012.34 | 333,141.45 | 406,313.81 | 509,342.78 | 521,180.91 | 470,906.71 | 425,395.84 | 452,367.78 |
| Insurance Policy Liabilities - Insurance | 24,993.47 | 23,124.79 | 23,853.81 | 22,470.95 | 142,374.03 | 152,100.72 | 136,077.31 | 129,026.20 | 130,358.85 |
| Total Debt | 6,583.97 | 7,115.96 | 7,534.82 | 9,240.25 | 17,467.39 | 17,807.55 | 17,124.86 | 19,718.19 | 23,670.17 |
| Long Term Debt | 6,535.81 | 7,039.33 | 7,430.98 | 7,861.36 | 15,554.62 | 15,380.02 | 10,674.98 | 17,679.96 | 19,900.86 |
| Provision for Risks Charges | 709.37 | 697.93 | 830.70 | 635.01 | 4,704.60 | 5,740.90 | 4,980.53 | 4,611.47 | 4,881.25 |
| Deferred Tax Liabilities | 15.27 | 66.27 | 62.97 | 32.02 | 1,958.26 | 2,056.79 | 1,379.55 | 604.73 | 1,235.62 |
| Other Liabilities | 331,325.26 | 300,307.43 | 292,377.66 | 364,269.50 | 314,937.31 | 315,406.72 | 286,744.87 | 249,394.18 | 267,762.79 |
| Total Liabilities | 363,627.34 | 331,312.37 | 324,659.95 | 396,647.73 | 481,441.58 | 493,112.67 | 446,307.12 | 403,354.76 | 427,908.68 |
| Non-Equity Reserves | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 8,847.13 | 7,569.51 | 8,339.00 | 9,478.25 | 27,678.31 | 27,976.47 | 24,577.14 | 22,014.78 | 24,435.08 |
| Total Shareholders Equity | 8,847.13 | 7,569.51 | 8,339.00 | 9,478.25 | 27,678.31 | 27,976.47 | 24,577.14 | 22,014.78 | 24,435.08 |
| Accumulated Minority Interest | 99.83 | 130.47 | 142.50 | 187.84 | 222.89 | 91.77 | 22.45 | 25.15 | 24.02 |
| Total Equity | 8,946.96 | 7,699.98 | 8,481.50 | 9,666.08 | 27,901.20 | 28,068.24 | 24,599.59 | 22,039.93 | 24,459.10 |
| Total Liabilities & Stockholders Equity | 372,574.30 | 339,012.34 | 333,141.45 | 406,313.81 | 509,342.78 | 521,180.91 | 470,906.71 | 425,394.69 | 452,367.78 |
| Book Value Per Share | 5.85 | 4.75 | 4.76 | 4.80 | 13.51 | 13.59 | 11.97 | 10.75 | 12.03 |
| Tangible Book Value Per Share | 5.48 | 4.40 | 4.47 | 4.60 | 13.28 | 13.34 | 11.72 | 10.49 | 11.75 |
| Full-Time Employees | 15,304 | 15,582 | 15,658 | 15,478 | 22,271 | 22,322 | 23,757 | 26,543 | 28,318 |
| Price to Book Ratio | 1.26 | 1.13 | 1.08 | 0.69 | 0.37 | 0.27 | 0.33 | 0.43 | 0.47 |
| Return on Assets | 0.31 | 0.22 | -0.05 | 0.17 | 0.23 | 0.01 | 0.31 | 0.19 | 0.63 |
| Return on Equity | 13.43 | 9.36 | -1.70 | 4.11 | 4.33 | 0.19 | 5.94 | 3.61 | 11.96 |
| Return on Invested Capital | 7.17 | 5.09 | 1.60 | 3.18 | 4.51 | 0.12 | 3.92 | 2.11 | 6.28 |
| Current Ratio | 4.55 | 5.97 | 3.82 | 1.30 | 1.09 | 1.01 | 1.11 | 1.21 | - |
Cash flow, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | -13,870.99 | -6,882.07 | -4,629.64 | -3,054.15 | 18,380.49 | -26,312.08 | -24,640.55 | -37,294.48 | 26,014.66 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 14,236.97 | 7,929.39 | 2,312.65 | 6,326.69 | -15,070.97 | 24,402.00 | 21,544.38 | 45,612.74 | -25,290.30 |
| Cash from Operating Activities | 365.97 | 1,047.32 | -2,316.98 | 3,272.54 | 3,309.52 | -1,910.08 | -3,096.17 | 8,318.26 | 724.37 |
| Capital Expenditures | -60.62 | -60.94 | -71.39 | -125.41 | -103.00 | -132.38 | -136.80 | -165.65 | -145.11 |
| Net Assets From Acquisitions | -2.06 | -14.67 | -44.35 | -36.76 | -30.48 | 0.00 | -17.10 | -1.12 | -340.95 |
| Sale of Fixed Assets and Businesses | 1.31 | 3.39 | 42.19 | -2,073.58 | 644.25 | 72.10 | 7.98 | 223.85 | 16.52 |
| Purchase or Sale of Investments | 748.06 | 726.80 | 33.53 | -272.44 | 57.80 | -43.73 | -172.14 | -299.96 | -163.99 |
| Purchase of Investments | -126.13 | -126.40 | -8.65 | -285.41 | -136.63 | -115.83 | -347.69 | -301.08 | -172.24 |
| Sale Or Maturity of Investments | 874.18 | 853.20 | 42.19 | 12.97 | 194.43 | 72.10 | 175.56 | 1.12 | 8.26 |
| Other Uses | 0.00 | 0.00 | -1.08 | 0.00 | -3.15 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 0.00 | 0.00 | 0.00 | 3.24 | 1.05 | 0.00 | 3.42 | 1.12 | 2.36 |
| Cash from Investing Activities | 687.87 | 654.58 | -41.10 | -2,504.94 | 566.48 | -104.01 | -314.63 | -241.76 | -631.17 |
| Cash Dividends Paid | -695.09 | -672.63 | -563.56 | -534.07 | -175.51 | -143.02 | -71.82 | -345.85 | -386.96 |
| Change in Capital Stock | -740.07 | -619.59 | -1,000.56 | -1,158.96 | -627.43 | -273.04 | -67.26 | 200.35 | -292.58 |
| Repurchase of Common Pref Stock | -740.07 | -619.59 | -1,000.56 | -1,158.96 | -627.43 | -273.04 | -67.26 | -355.92 | -292.58 |
| Sale of Common Pref Stock | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 556.27 | 0.00 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 556.27 | 0.00 |
| Issuance or Reduction of Debt, Net | -1,131.30 | -934.46 | -299.63 | -1,756.81 | -1,044.67 | 768.29 | -679.42 | -3,968.86 | -2,145.96 |
| Change in Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance of Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | - | 0.00 | - | 0.00 |
| Reduction of Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Financing Active Other Cash Flow | 1.17 | 1.13 | 3.25 | 0.00 | 30.48 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Financing Activities Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Financing Activities | -2,572.05 | -2,262.80 | -1,900.53 | -3,492.00 | -1,868.63 | 282.49 | -886.90 | -4,174.80 | -2,825.50 |
| Exchange Rate Effect | 31.63 | -162.52 | 95.19 | -41.08 | 57.80 | 79.19 | -137.94 | 36.94 | 41.29 |
| Net Change in Cash | -1,486.59 | -723.42 | -4,163.43 | -2,765.49 | 2,065.16 | -1,652.41 | -4,435.64 | 3,938.64 | -2,692.19 |
| Free Cash Flow | 323.22 | 1,001.05 | -2,372.15 | 3,202.26 | 3,233.85 | -1,999.91 | -3,187.37 | 8,204.09 | 628.81 |
| Preferred Dividends (Cash Flow) | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Price to Free Cash Flow | - | 36.66 | - | 4.08 | 3.33 | - | - | 1.19 | 39.42 |
Balance sheet, quarterly
| Metric | 2026S1 | 2025S2 | 2025S1 | 2024S2 | 2024S1 | 2023S2 |
|---|---|---|---|---|---|---|
| Total Cash | 4,018.70 | 3,744.15 | 3,756.32 | 4,125.43 | 4,173.39 | 5,070.34 |
| Investments | 191,923.48 | 335,519.22 | 325,313.75 | 305,010.67 | 302,019.15 | 295,908.12 |
| Net Property, Plant & Equipment | 0.00 | 330.02 | 0.00 | 343.79 | 0.00 | 380.00 |
| Investment in Unconsolidated Affiliates | 5,102.55 | 4,937.39 | 5,229.50 | 4,789.19 | 4,727.49 | 4,789.76 |
| Deferred Tax Assets | 2,126.54 | 2,224.41 | 2,370.00 | 2,525.58 | 2,678.30 | 2,595.93 |
| Other Intangible Assets | 163,066.59 | 5,138.22 | 11,327.65 | 5,096.73 | 7,442.23 | 5,431.56 |
| Total Assets | 386,120.99 | 372,574.30 | 364,638.89 | 339,012.34 | 338,533.67 | 333,141.45 |
| Insurance Policy Liabilities - Insurance | 47,857.39 | 24,993.47 | 24,663.76 | 23,124.79 | 24,149.74 | 23,853.81 |
| Total Debt | 4,384.56 | 6,583.97 | 5,009.99 | 7,115.96 | 4,953.63 | 7,534.82 |
| Long Term Debt | 4,384.56 | 6,535.81 | 5,009.99 | 7,039.33 | 4,953.63 | 7,430.98 |
| Deferred Tax Liabilities | - | 15.27 | - | 66.27 | - | 62.97 |
| Other Liabilities | 323,605.35 | 331,325.26 | 323,945.04 | 300,307.43 | 300,197.17 | 292,377.66 |
| Total Liabilities | 375,847.30 | 363,627.34 | 353,618.79 | 331,312.37 | 329,300.55 | 324,659.95 |
| Non-Equity Reserves | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 10,192.52 | 8,847.13 | 10,867.50 | 7,569.51 | 9,101.30 | 8,339.00 |
| Total Shareholders Equity | 10,192.52 | 8,847.13 | 10,867.50 | 7,569.51 | 9,101.30 | 8,339.00 |
| Accumulated Minority Interest | 82.32 | 99.83 | 152.60 | 130.47 | 129.68 | 142.50 |
| Total Equity | 10,274.84 | 8,946.96 | 11,020.10 | 7,699.98 | 9,230.98 | 8,481.50 |
| Total Liabilities & Stockholders Equity | 386,122.14 | 372,574.30 | 364,638.89 | 339,012.34 | 338,531.53 | 333,141.45 |
| Book Value Per Share | 6.86 | 5.85 | - | 4.75 | 5.19 | 4.76 |
| Tangible Book Value Per Share | 6.60 | 5.48 | - | 4.40 | 4.87 | 4.47 |
| Price to Book Ratio | 1.26 | 1.12 | 1.52 | 1.13 | 1.29 | 1.08 |
| Return on Assets | 0.30 | 0.31 | 0.41 | 0.22 | -0.03 | - |
| Return on Equity | 10.57 | 13.35 | 14.42 | 9.36 | -1.02 | - |
| Return on Invested Capital | 4.91 | 2.97 | 4.02 | 5.48 | -0.40 | 0.03 |
| Current Ratio | 1.16 | 4.55 | - | 5.97 | 51.78 | 3.82 |
Cash flow, quarterly
| Metric | 2026S1 | 2025S2 | 2025S1 | 2024S2 | 2024S1 | 2023S2 |
|---|---|---|---|---|---|---|
| Funds from Operations | -6,372.55 | -7,498.44 | 386.63 | -1,689.95 | -2,943.18 | -2,365.49 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 7,009.46 | 7,227.51 | 966.58 | 1,205.44 | 1,108.96 | 4,809.03 |
| Cash from Operating Activities | 636.91 | -270.93 | 1,353.22 | -484.51 | -1,834.22 | 2,443.53 |
| Capital Expenditures | -31.50 | -29.12 | -33.86 | -42.26 | -29.18 | -81.18 |
| Net Assets From Acquisitions | 0.00 | -2.06 | -13.11 | -0.07 | -44.32 | -4.36 |
| Sale of Fixed Assets and Businesses | 0.00 | 1.31 | 2.18 | 41.14 | 1.08 | -2,380.63 |
| Purchase or Sale of Investments | 38.49 | 709.56 | 41.50 | 21.67 | 11.89 | -54.33 |
| Purchase of Investments | -15.16 | -110.96 | -19.66 | -6.50 | -2.16 | -54.34 |
| Sale Or Maturity of Investments | 53.66 | 820.52 | 61.16 | 28.17 | 14.05 | 0.01 |
| Other Uses | 0.00 | 0.00 | 0.00 | -1.08 | 0.00 | 1.08 |
| Other Sources | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.25 |
| Cash from Investing Activities | 8.17 | 679.70 | -3.28 | 20.47 | -61.61 | -2,516.18 |
| Cash Dividends Paid | 0.00 | -695.09 | 0.00 | -563.99 | 0.00 | -283.70 |
| Preferred Dividends (Cash Flow) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | -263.63 | -476.45 | -163.83 | -223.10 | -778.22 | -897.07 |
| Repurchase of Common Pref Stock | -263.63 | -476.45 | -163.83 | -223.10 | -778.22 | -897.07 |
| Sale of Common Pref Stock | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | -165.64 | -917.60 | -48.06 | -37.21 | -262.65 | -718.35 |
| Change in Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance of Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Reduction of Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Financing Active Other Cash Flow | 0.00 | 1.17 | 0.00 | 3.25 | 0.00 | 0.00 |
| Other Financing Activities Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Financing Activities | -445.60 | -2,126.45 | -211.88 | -841.64 | -1,060.32 | -1,919.69 |
| Exchange Rate Effect | 46.66 | -15.03 | -152.91 | 47.70 | 47.56 | -19.50 |
| Net Change in Cash | 246.13 | -1,732.72 | 985.15 | -1,257.98 | -2,908.59 | -2,011.83 |
| Free Cash Flow | 613.58 | -290.35 | 1,324.82 | -515.94 | -1,857.99 | 2,403.48 |
| Price to Free Cash Flow | - | 34.36 | - | - | 39.16 | 3.78 |
Revenue breakdown
| Revenue split | - |
|---|
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 0.22% | 3.3M | 1484.6M | 5.31M |
| 2026-10-15 | 0.19% | 2.7M | 1484.6M | 5.13M |
| 2026-09-30 | 0.33% | 4.8M | 1476.4M | 4.76M |
| 2026-09-15 | 0.23% | 3.4M | 1476.4M | 4.88M |
| 2026-08-31 | 0.25% | 3.7M | 1476.4M | 5.00M |
| 2026-08-14 | 0.22% | 3.2M | 1476.4M | 4.89M |
| 2026-07-31 | 0.23% | 3.5M | 1504.1M | 4.86M |
| 2026-07-15 | 0.26% | 4.0M | 1503.7M | 4.84M |
| 2026-06-30 | 0.22% | 3.3M | 1503.7M | 5.09M |
| 2026-06-15 | 0.20% | 3.0M | 1503.7M | 5.34M |
| 2026-05-29 | 0.18% | 2.7M | 1503.7M | 5.47M |
| 2026-05-15 | 0.19% | 2.9M | 1503.7M | 5.82M |
| 2026-04-30 | 0.17% | 2.5M | 1504.3M | 6.26M |
| 2026-04-15 | 0.16% | 2.4M | 1504.3M | 6.22M |
| 2026-03-31 | 0.20% | 3.1M | 1504.3M | 5.83M |
| 2026-03-13 | 0.15% | 2.2M | 1485.8M | 5.09M |
| 2026-02-27 | 0.11% | 1.6M | 1485.8M | 5.09M |
| 2026-02-13 | 0.10% | 1.5M | 1485.8M | 5.08M |
| 2026-01-30 | 0.07% | 1.1M | 1485.8M | 4.89M |
| 2026-01-15 | 0.10% | 1.5M | 1485.8M | 4.78M |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 2.50 | 5.10 | 7.20 | 5.75 | 11.952 | 5.00 | 0.00 | 0.965 | -0.032 | 0.001 |
| call | 5.00 | 2.65 | 4.70 | 3.47 | 6.111 | 3.00 | 0.00 | 0.926 | -0.029 | 0.002 |
| call | 7.50 | 0.20 | 2.15 | 1.42 | 3.001 | 1.00 | 0.00 | 0.825 | -0.021 | 0.003 |
| call | 10.00 | 0.00 | 1.00 | 0.10 | 0.717 | 1.00 | 0.00 | 0.112 | -0.010 | 0.003 |
| call | 12.50 | 0.00 | 0.55 | 0.00 | 1.439 | 0.00 | 0.00 | 0.064 | -0.014 | 0.002 |
| call | 15.00 | 0.00 | 1.00 | 0.00 | 1.962 | 0.00 | 0.00 | 0.050 | -0.016 | 0.001 |
| call | 17.50 | 0.00 | 0.25 | 0.00 | 2.377 | 0.00 | 0.00 | 0.043 | -0.017 | 0.001 |
| put | 2.50 | 0.00 | 1.00 | 0.00 | 5.799 | 0.00 | 0.00 | -0.034 | -0.033 | 0.001 |
| put | 5.00 | 0.00 | 1.00 | 0.00 | 2.865 | 0.00 | 0.00 | -0.072 | -0.030 | 0.002 |
| put | 7.50 | 0.00 | 1.00 | 0.00 | 1.097 | 0.00 | 0.00 | -0.174 | -0.022 | 0.003 |
| put | 10.00 | 0.35 | 2.35 | 1.78 | 2.794 | 4.00 | 0.00 | -0.887 | -0.011 | 0.003 |
| put | 12.50 | 2.85 | 4.90 | 4.25 | 3.986 | 4.00 | 0.00 | -0.934 | -0.014 | 0.002 |
| put | 15.00 | 5.30 | 7.40 | 6.87 | 4.756 | 0.00 | 0.00 | -0.948 | -0.015 | 0.001 |
| put | 17.50 | 7.80 | 9.90 | 9.30 | 5.352 | 0.00 | 0.00 | -0.955 | -0.016 | 0.001 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-10-16 | SCHEDULE 13D/A | SEC | ||
| 2026-10-15 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-10-15 | SEC |
| 2026-10-15 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-10-15 | SEC |
| 2026-10-15 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-10-15 | SEC |
| 2026-10-13 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-10-13 | SEC |
| 2026-10-13 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-10-13 | SEC |
| 2026-10-08 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-10-08 | SEC |
| 2026-09-28 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-24 | SEC |
| 2026-09-28 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-24 | SEC |
| 2026-09-28 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-24 | SEC |
| 2026-09-28 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-24 | SEC |
| 2026-09-28 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-24 | SEC |
| 2026-09-28 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-24 | SEC |
| 2026-09-28 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-24 | SEC |
| 2026-09-28 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-24 | SEC |
| 2026-09-28 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-24 | SEC |
| 2026-09-18 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC | |
| 2026-09-08 | 424B3 | SEC | ||
| 2026-09-02 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC | |
| 2026-09-02 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC | |
| 2026-09-01 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-09-01 | SEC |
| 2026-08-28 | EFFECT | Effectiveness filing by commission order | SEC | |
| 2026-08-26 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC | |
| 2026-08-26 | F-4 | Registration statement for securities issued by foreign private issuers in certain business combination transactions | SEC | |
| 2026-08-26 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC | |
| 2026-08-26 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-08-26 | SEC |
| 2026-08-26 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-08-26 | SEC |
| 2026-08-26 | SCHEDULE 13D/A | SEC | ||
| 2026-08-24 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-08-24 | SEC |
| 2026-08-20 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 0 | 0 | 0 | 0 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 0 | 0 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 0 | 0 | 0 | 0 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| DODGE & COX | 2.97% |
| DIMENSIONAL FUND ADVISORS LP | 0.86% |
| MORGAN STANLEY | 0.39% |
| GOLDMAN SACHS GROUP INC | 0.35% |
| BlackRock, Inc. | 0.34% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.32% |
| Qube Research & Technologies Ltd | 0.19% |
| JPMORGAN CHASE & CO | 0.17% |
| Quantinno Capital Management LP | 0.17% |
| RAYMOND JAMES FINANCIAL INC | 0.16% |
Funds
| Fund | % owned |
|---|---|
| Dodge & Cox Stock Fund | 2.38% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | 1.27% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 1.09% |
| VANGUARD DEVELOPED MARKETS INDEX FUND | 0.84% |
| iShares Core MSCI EAFE ETF | 0.61% |
| Invesco Variable Rate Preferred ETF | 0.56% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | 0.51% |
| iShares International Select Dividend ETF | 0.47% |
| VANGUARD TOTAL BOND MARKET II INDEX FUND | 0.40% |
| VANGUARD SHORT-TERM BOND INDEX FUND | 0.35% |
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