Glück Conviction Score™ ⓘ
Score-Verlauf (90 Tage)
Kursverlauf (12 Monate)
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bullisch | 10 % | 27.53 | +7.0 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 23.41 | +25.8 % vs SMA200 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 28.31 | EMA50: 27.57 | |
| MACD-Histogramm | Bullisch | 10 % | 0.043 | Bullisch | |
| RSI(14) | Neutral | 10 % | 57.4 | Neutral (30–70) | |
| Stoch %K(14) | Neutral | 5 % | 64.3 | Neutral | |
| ADX(14)+DI | Neutral | 10 % | 22.6 | +DI: 25.3 / −DI: 15.9 | |
| Z-Score(60) | Neutral | 5 % | 1.36 | In Range | |
| 52W-Position | Bullisch | 5 % | 90.0 % | Hoch 31.05 / Tief 15.08 | |
| Bollinger(20,2σ) | Neutral | 5 % | 63.2 % | Upper 31.51 / Mid 28.71 / Lower 25.90 | |
| LinReg-Slope(60) | Bullisch | 10 % | +0.0812 | R²=0.62 / annualisiert +75.7 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-06-02 | Reddout Mark | Officer, President of North America | Open Market Sale | -10.750 | 28,00 | -301.000,00 | -74,3% | |
| 2026-02-24 | Anderson Adam | Director, Officer, Chief Executive Officer | Open Market Sale | -18.837 | 28,50 | -536.854,50 | -132,5% | |
| 2026-02-23 | Anderson Adam | Director, Officer, Chief Executive Officer | Open Market Sale | -13.241 | 27,00 | -357.507,00 | -88,2% | |
| 2026-01-14 | Reddout Mark | Officer, President of North America | Open Market Sale | -20.000 | 25,00 | -500.000,00 | -123,4% | |
| 2026-01-14 | Anderson Adam | Director, Officer, Chief Executive Officer | Open Market Sale | -13.241 | 25,00 | -331.025,00 | -81,7% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP | 6.583.415 | 7.656.210 | -1.072.795 | 160.569.492 | Reduziert | -14,0% | |
| BlackRock, Inc. | 6.037.314 | 5.870.559 | 166.755 | 147.250.089 | Aufgestockt | +2,8% | |
| VANGUARD GROUP INC | 4.712.614 | 0 | 4.712.614 | 103.064.868 | Neu | +100,0% | |
| WELLINGTON MANAGEMENT GROUP LLP | 3.653.386 | 2.059.468 | 1.593.918 | 89.106.085 | Aufgestockt | +77,4% | |
| DIMENSIONAL FUND ADVISORS LP | 2.646.376 | 2.310.537 | 335.839 | 64.544.252 | Aufgestockt | +14,5% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.931.211 | 0 | 1.931.211 | 47.102.236 | Neu | +100,0% | |
| GAMCO INVESTORS, INC. ET AL | 1.734.693 | 1.981.343 | -246.650 | 42.309.162 | Reduziert | -12,4% | |
| STATE STREET CORP | 1.716.278 | 1.601.149 | 115.129 | 41.860.020 | Aufgestockt | +7,2% | |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1.536.309 | 0 | 1.536.309 | 37.470.577 | Neu | +100,0% | |
| FMR LLC | 1.319.115 | 13.752 | 1.305.363 | 32.173.214 | Aufgestockt | +9492,2% | |
| GEODE CAPITAL MANAGEMENT, LLC | 941.933 | 920.861 | 21.072 | 22.978.997 | Aufgestockt | +2,3% | |
| VICTORY CAPITAL MANAGEMENT INC | 866.447 | 660.737 | 205.710 | 21.132.642 | Aufgestockt | +31,1% | |
| AMERICAN CENTURY COMPANIES INC | 702.104 | 282.896 | 419.208 | 17.124.317 | Aufgestockt | +148,2% | |
| Invesco Ltd. | 693.814 | 374.633 | 319.181 | 16.922.124 | Aufgestockt | +85,2% | |
| LOOMIS SAYLES & CO L P | 671.309 | 0 | 671.309 | 16.373.226 | Neu | +100,0% | |
| Neuberger Berman Group LLC | 738.370 | 730.400 | 7.970 | 16.112.390 | Aufgestockt | +1,1% | |
| BANK OF AMERICA CORP /DE/ | 654.265 | 323.087 | 331.178 | 15.957.524 | Aufgestockt | +102,5% | |
| MetLife Investment Management, LLC | 651.477 | 828.757 | -177.280 | 15.889.524 | Reduziert | -21,4% | |
| MORGAN STANLEY | 640.400 | 692.580 | -52.180 | 15.619.399 | Reduziert | -7,5% | |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 631.706 | 631.686 | 20 | 15.407.309 | Aufgestockt | 0,0% | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 587.123 | 585.375 | 1.748 | 14.319.930 | Aufgestockt | +0,3% | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 499.979 | 487.719 | 12.260 | 12.194.488 | Aufgestockt | +2,5% | |
| Nuveen, LLC | 433.026 | 436.476 | -3.450 | 10.561.504 | Reduziert | -0,8% | |
| NORTHERN TRUST CORP | 422.083 | 404.823 | 17.260 | 10.294.603 | Aufgestockt | +4,3% | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 412.573 | 551.703 | -139.130 | 10.062.655 | Reduziert | -25,2% | |
| HEARTLAND ADVISORS INC | 407.332 | 300.000 | 107.332 | 9.934.827 | Aufgestockt | +35,8% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 362.616 | 364.031 | -1.415 | 8.844.204 | Reduziert | -0,4% | |
| GENDELL JEFFREY L | 356.460 | 392.311 | -35.851 | 8.694.060 | Reduziert | -9,1% | |
| UBS Group AG | 348.797 | 100.962 | 247.835 | 8.507.158 | Aufgestockt | +245,5% | |
| GABELLI FUNDS LLC | 340.800 | 352.600 | -11.800 | 8.312.112 | Reduziert | -3,3% | |
| Empowered Funds, LLC | 325.179 | 0 | 325.179 | 7.931.116 | Neu | +100,0% | |
| Zimmer Partners, LP | 297.425 | 0 | 297.425 | 7.254.196 | Neu | +100,0% | |
| Avidian Wealth Enterprises, LLC | 266.162 | 0 | 266.162 | 5.820.963 | Neu | +100,0% | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 235.165 | 0 | 235.165 | 5.735.674 | Neu | +100,0% | |
| De Lisle Partners LLP | 235.073 | 228.091 | 6.982 | 5.732.255 | Aufgestockt | +3,1% | |
| Pacer Advisors, Inc. | 261.792 | 0 | 261.792 | 5.725.391 | Neu | +100,0% | |
| PRINCIPAL FINANCIAL GROUP INC | 231.404 | 235.855 | -4.451 | 5.643.943 | Reduziert | -1,9% | |
| CITADEL ADVISORS LLC | 222.294 | 41.728 | 180.566 | 5.421.751 | Aufgestockt | +432,7% | |
| Alyeska Investment Group, L.P. | 208.929 | 0 | 208.929 | 5.095.778 | Neu | +100,0% | |
| JUPITER ASSET MANAGEMENT LTD | 208.206 | 10.448 | 197.758 | 5.078.144 | Aufgestockt | +1892,8% | |
| GOLDMAN SACHS GROUP INC | 199.989 | 109.203 | 90.786 | 4.877.732 | Aufgestockt | +83,1% | |
| Fisher Asset Management, LLC | 195.314 | 201.668 | -6.354 | 4.763.708 | Reduziert | -3,2% | |
| FIRST TRUST ADVISORS LP | 187.978 | 212.229 | -24.251 | 4.584.783 | Reduziert | -11,4% | |
| Tidal Investments LLC | 176.248 | 0 | 176.248 | 4.274.014 | Neu | +100,0% | |
| MOODY ALDRICH PARTNERS LLC | 174.730 | 0 | 174.730 | 4.261.665 | Neu | +100,0% | |
| Simcoe Capital LLC | 169.934 | 165.756 | 4.178 | 4.144.690 | Aufgestockt | +2,5% | |
| Bridge City Capital, LLC | 167.183 | 169.540 | -2.357 | 4.077.593 | Reduziert | -1,4% | |
| AMERIPRISE FINANCIAL INC | 157.533 | 228.844 | -71.311 | 3.842.230 | Reduziert | -31,2% | |
| Integrated Wealth Concepts LLC | 142.889 | 169.776 | -26.887 | 3.485.057 | Reduziert | -15,8% | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 138.097 | 133.475 | 4.622 | 3.368.186 | Aufgestockt | +3,5% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP | 6.583.415 | 7.656.210 | -14,0% | 160.569.492 | 14,49 |
| BlackRock, Inc. | 6.037.314 | 5.870.559 | +2,8% | 147.250.089 | 13,29 |
| WELLINGTON MANAGEMENT GROUP LLP | 3.653.386 | 2.059.468 | +77,4% | 89.106.085 | 8,04 |
| DIMENSIONAL FUND ADVISORS LP | 2.646.376 | 2.310.537 | +14,5% | 64.544.252 | 5,83 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.931.211 | 0 | +100,0% | 47.102.236 | 4,25 |
| GAMCO INVESTORS, INC. ET AL | 1.734.693 | 1.981.343 | -12,4% | 42.309.162 | 3,82 |
| STATE STREET CORP | 1.716.278 | 1.601.149 | +7,2% | 41.860.020 | 3,78 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1.536.309 | 0 | +100,0% | 37.470.577 | 3,38 |
| FMR LLC | 1.319.115 | 13.752 | +9492,2% | 32.173.214 | 2,90 |
| GEODE CAPITAL MANAGEMENT, LLC | 941.933 | 920.861 | +2,3% | 22.978.997 | 2,07 |
| VICTORY CAPITAL MANAGEMENT INC | 866.447 | 660.737 | +31,1% | 21.132.642 | 1,91 |
| AMERICAN CENTURY COMPANIES INC | 702.104 | 282.896 | +148,2% | 17.124.317 | 1,55 |
| Invesco Ltd. | 693.814 | 374.633 | +85,2% | 16.922.124 | 1,53 |
| LOOMIS SAYLES & CO L P | 671.309 | 0 | +100,0% | 16.373.226 | 1,48 |
| Neuberger Berman Group LLC | 738.370 | 730.400 | +1,1% | 16.112.390 | 1,45 |
| BANK OF AMERICA CORP /DE/ | 654.265 | 323.087 | +102,5% | 15.957.524 | 1,44 |
| MetLife Investment Management, LLC | 651.477 | 828.757 | -21,4% | 15.889.524 | 1,43 |
| MORGAN STANLEY | 640.400 | 692.580 | -7,5% | 15.619.399 | 1,41 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 631.706 | 631.686 | 0,0% | 15.407.309 | 1,39 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 587.123 | 585.375 | +0,3% | 14.319.930 | 1,29 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 205 | 52,3 | 1.229 |
| 31.12.2025 | ✓ | 188 | 44,2 | 926 |
| 30.09.2025 | ✓ | 175 | 42,5 | 773 |
| 30.06.2025 | ✓ | 168 | 42,2 | 640 |
| 31.03.2025 | ✓ | 172 | 40,2 | 702 |
| 31.12.2024 | ✓ | 165 | 38,8 | 530 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Avidian Wealth Enterprises, LLC | 266.162 | 5.820.963 |
| Integrated Wealth Concepts LLC | 169.776 | 3.712.999 |
| Simcoe Capital LLC | 165.756 | 3.625.084 |
| RENAISSANCE TECHNOLOGIES LLC | 42.859 | 937.326 |
| HUSSMAN STRATEGIC ADVISORS, INC. | 42.000 | 918.540 |
| Gotham Asset Management, LLC | 31.114 | 680.463 |
| Horizon Investments, LLC | 28.140 | 615.422 |
| MILLENNIUM MANAGEMENT LLC | 27.440 | 600.113 |
| EVOLVE PRIVATE WEALTH, LLC | 26.915 | 588.631 |
| ROYCE & ASSOCIATES LP | 18.995 | 415.421 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 660.737 | 570.014 | +628.3 % | 14.450.319 |
| BANK OF AMERICA CORP /DE/ | 323.087 | 243.314 | +305.0 % | 7.065.913 |
| GENDELL JEFFREY L | 392.311 | 199.099 | +103.0 % | 8.579.841 |
| AMERICAN CENTURY COMPANIES INC | 282.896 | 164.251 | +138.4 % | 6.186.935 |
| DIMENSIONAL FUND ADVISORS LP | 2.310.537 | 157.265 | +7.3 % | 50.532.609 |
| HEARTLAND ADVISORS INC | 300.000 | 100.000 | +50.0 % | 6.561.000 |
| MORGAN STANLEY | 692.580 | 85.839 | +14.1 % | 15.146.742 |
| JANE STREET GROUP, LLC | 101.044 | 85.030 | +531.0 % | 2.209.832 |
| VAN ECK ASSOCIATES CORP | 759.142 | 42.626 | +5.9 % | 16.602 |
| DEAN INVESTMENT ASSOCIATES, LLC | 210.978 | 41.800 | +24.7 % | 4.614.089 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 2.059.468 | -375.340 | -15.4 % | 45.040.565 |
| CenterBook Partners LP | 27.793 | -153.610 | -84.7 % | 607.833 |
| Pacer Advisors, Inc. | 261.792 | -126.731 | -32.6 % | 5.725.391 |
| ROYAL BANK OF CANADA | 29.180 | -87.591 | -75.0 % | 638.000 |
| VANGUARD GROUP INC | 4.712.614 | -83.902 | -1.7 % | 103.064.868 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 585.375 | -77.074 | -11.6 % | 12.802.151 |
| GAMCO INVESTORS, INC. ET AL | 1.981.343 | -52.953 | -2.6 % | 43.331.971 |
| GeoSphere Capital Management, LLC | 50.000 | -50.000 | -50.0 % | 1.093.500 |
| CITIGROUP INC | 159.931 | -37.089 | -18.8 % | 3.497.691 |
| Legato Capital Management LLC | 98.829 | -33.344 | -25.2 % | 2.161.390 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 15.05.2026 | Wellington Management Company LLP | Passiv (13G) | 5,00 % | 3.653.386 | Neu | |
| 15.05.2026 | Wellington Group Holdings LLP | Passiv (13G) | 5,30 % | 3.653.386 | Neu | |
| 15.05.2026 | Wellington Management Group LLP | Passiv (13G) | 5,30 % | 3.653.386 | Neu | |
| 15.05.2026 | Wellington Investment Advisors Holdings LLP | Passiv (13G) | 5,30 % | 3.653.386 | Neu | |
| 14.05.2026 | BRANDES INVESTMENT PARTNERS, LP | Passiv (13G/A) | 9,60 % | 6.585.321 | -1,50 pp | |
| 27.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -7,07 pp | |
| 27.02.2026 | Amberjack Management, LLC | Aktivist (13D/A) | 33,20 % | 22.757.322 | -9,20 pp | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 27.02.2026 | Innovex Co-Invest Fund GP, L.P. | Aktivist (13D/A) | 1,40 % | 933.624 | -0,30 pp | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 27.02.2026 | Intervale Capital GP III, L.P. | Aktivist (13D/A) | 0,30 % | 207.240 | -0,10 pp | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 27.02.2026 | Interval Capital Associates II, LLC | Aktivist (13D/A) | 1,20 % | 805.754 | Neu | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 27.02.2026 | Intervale Capital Fund III, L.P. | Aktivist (13D/A) | 0,30 % | 207.240 | -0,10 pp | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 27.02.2026 | Amberjack Capital Fund II, L.P. | Aktivist (13D/A) | 24,60 % | 16.871.374 | -6,80 pp | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 27.02.2026 | Innovex Co-Invest Fund II, L.P. | Aktivist (13D/A) | 5,70 % | 3.939.330 | -1,60 pp | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 27.02.2026 | Innovex Co-Invest Fund II GP, L.P. | Aktivist (13D/A) | 5,70 % | 3.939.330 | -1,60 pp | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 27.02.2026 | Amberjack Capital Associates II, LLC | Aktivist (13D/A) | 24,60 % | 16.871.374 | -6,80 pp | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 27.02.2026 | Innovex Co-Invest Associates, LLC | Aktivist (13D/A) | 7,10 % | 4.872.954 | -2,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 27.02.2026 | Innovex Co-Invest Fund, L.P. | Aktivist (13D/A) | 1,40 % | 933.624 | -0,30 pp | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 27.02.2026 | Amberjack Capital GP II, L.P. | Aktivist (13D/A) | 24,60 % | 16.871.374 | -6,80 pp | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 27.02.2026 | Intervale Capital Associates III, LLC | Aktivist (13D/A) | 0,30 % | 207.240 | -0,10 pp | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 27.02.2026 | Intervale Capital GP II, L.P. | Aktivist (13D/A) | 1,20 % | 805.754 | -0,30 pp | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 27.02.2026 | Turowsky Jason | Aktivist (13D/A) | 33,20 % | 22.757.322 | Neu | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 27.02.2026 | Intervale Capital Fund II, L.P. | Aktivist (13D/A) | 1,20 % | 805.355 | -0,30 pp | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 27.02.2026 | Amberjack Capital Partners, L.P. | Aktivist (13D/A) | 33,20 % | 22.757.322 | -9,20 pp | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 27.02.2026 | Intervale Capital Fund II-A, L.P. | Aktivist (13D/A) | 0,00 % | 399 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 13.11.2025 | BRANDES INVESTMENT PARTNERS, LP | Passiv (13G/A) | 11,10 % | 7.658.244 | +1,00 pp | |
| 29.07.2025 | The Vanguard Group | Passiv (13G/A) | 7,07 % | 4.878.103 | +1,01 pp | |
| 04.06.2025 | BRANDES INVESTMENT PARTNERS, LP | Passiv (13G/A) | 10,10 % | 6.943.103 | Neu | |
| 06.03.2025 | Innovex Co-Invest Fund II GP, L.P. | Aktivist (13D/A) | 7,30 % | 5.083.965 | Neu | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 06.03.2025 | Amberjack Management, LLC | Aktivist (13D/A) | 42,40 % | 29.369.822 | Neu | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 06.03.2025 | Intervale Capital Associates II, LLC | Aktivist (13D/A) | 1,50 % | 1.039.879 | Neu | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 06.03.2025 | Intervale Capital Fund II-A, L.P. | Aktivist (13D/A) | 0,00 % | 515 | Neu | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 06.03.2025 | Innovex Co-Invest Fund II, L.P. | Aktivist (13D/A) | 7,30 % | 5.083.965 | Neu | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 06.03.2025 | Jason Turowsky | Aktivist (13D/A) | 42,40 % | 29.369.822 | Neu | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 06.03.2025 | Amberjack Capital Partners, L.P. | Aktivist (13D/A) | 42,40 % | 29.369.822 | Neu | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 06.03.2025 | Intervale Capital Associates III, LLC | Aktivist (13D/A) | 0,40 % | 267.457 | Neu | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 06.03.2025 | Innovex Co-Invest Fund GP, L.P. | Aktivist (13D/A) | 1,70 % | 1.204.903 | Neu | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 06.03.2025 | Amberjack Capital Fund II, L.P. | Aktivist (13D/A) | 31,40 % | 21.773.618 | Neu | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 06.03.2025 | Innovex Co-Invest Fund, L.P. | Aktivist (13D/A) | 1,70 % | 1.204.903 | Neu | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 06.03.2025 | Intervale Capital Fund III, L.P. | Aktivist (13D/A) | 0,40 % | 267.457 | Neu | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
| 06.03.2025 | Innovex Co-Invest Associates, LLC | Aktivist (13D/A) | 9,10 % | 6.288.868 | Neu | Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the fol… |
US Congress Trades (STOCK Act)
| Datum | Mitglied | Partei | Kammer | Typ | Betrag-Bereich |
|---|---|---|---|---|---|
| 25.11.2025 | Debbie Wasserman Schultz | – | House | Verkauf | – |
Quelle: House eFD & Senate eFD (STOCK Act PTR). Betragsangaben sind Bereichsangaben — keine Exaktwerte. Tiefenanalyse für diese Aktie → · Alle Kongress-Bestände →
Stammdaten
Innovex International, Inc. bietet Lösungen für onshore und offshore Anwendungen in der Öl- und Gasindustrie. Das Unternehmen wurde am 15. September 2016 gegründet und hat seinen Sitz in Humble, TX.
Unternehmen & Branche
| Name | Innovex International, Inc. |
|---|---|
| Ticker | INVX |
| CIK | 0001042893 |
| Boerse | NYSE |
| Sektor | Energy |
| Industrie | Oil & Gas Equipment & Services |
| SIC | 3533 · Oil & Gas Field Machinery & Equipment |
Wertpapier & Kennzahlen
| CUSIP | 457651107 |
|---|---|
| ISIN | US4576511079 |
| Typ | Common Stock |
| Marktkapitalisierung | 1,98 Mrd. USD |
| KGV (P/E) | 23,94 |
| Dividendenrendite | 0,08 % |
Bewertung
| KBV (P/B) | 1,88 |
|---|---|
| KUV (P/S) | 2,03 |
| FCF-Rendite | 9,6 % |
| Ausschüttungsquote | 0,0 % |
Qualität & Bilanz
| Bruttomarge | 31,0 % vs. 24,8 % (2021) ▲ |
|---|---|
| Operative Marge | 13,6 % vs. -38,9 % (2021) ▲ |
| Nettomarge | 8,5 % vs. -39,8 % (2021) ▲ |
| ROIC | 7,3 % vs. -69,1 % (2021) ▲ |
| Zinsdeckungsgrad | 51,4 vs. -159,3 (2021) ▲ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | Verlauf |
|---|---|---|---|---|---|---|
| Bewertung | ||||||
| KBV (P/B) | – | – | – | 1,01 | 1,43 | |
| KUV (P/S) | – | – | – | 1,46 | 1,54 | |
| FCF-Rendite | – | – | – | 9,7 % | 12,6 % | |
| Ausschüttungsquote | – | 0,0 % | 0,0 % | 53,4 % | 0,0 % | |
| Qualität & Bilanz | ||||||
| Bruttomarge | 24,8 % | 14,6 % | 15,1 % | 35,2 % | 31,0 % | |
| Operative Marge | -38,9 % | 21,0 % | 22,9 % | 7,4 % | 13,6 % | |
| Nettomarge | -39,8 % | 17,5 % | 17,4 % | 21,2 % | 8,5 % | |
| ROIC | -69,1 % | 24,7 % | 19,8 % | 13,4 % | 7,3 % | |
| Nettoverschuldung/EBITDA | – | -2,7 | -1,2 | – | – | |
| Zinsdeckungsgrad | -159,3 | 18,8 | 17,7 | 20,2 | 51,4 | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
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Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 239.031.000 | -16.671.000 | -0,24 | 1.287.677.000 | 1.030.905.000 |
| 2025-12-31 | 10-K | 978.251.000 | 83.298.000 | 1,20 | 1.268.307.000 | 1.057.699.000 |
| 2025-09-30 | 10-Q | 240.000.000 | 39.228.000 | 0,57 | 1.253.910.000 | 1.038.954.000 |
| 2025-06-30 | 10-Q | 224.234.000 | 15.345.000 | 0,22 | 1.227.081.000 | 995.553.000 |
| 2025-03-31 | 10-Q | 240.415.000 | 14.757.000 | 0,21 | 1.196.003.000 | 978.376.000 |
| 2024-12-31 | 10-K | 660.803.000 | 140.325.000 | 2,77 | 1.197.483.000 | 958.156.000 |
| 2024-09-30 | 10-Q | 151.817.000 | 82.586.000 | 1,99 | 1.132.783.000 | 904.351.000 |
| 2024-06-30 | 10-Q | 120.342.000 | -1.812.000 | -0,05 | 1.008.157.000 | 852.524.000 |
| 2024-03-31 | 10-Q/A | 110.297.000 | -19.984.000 | -0,58 | 1.021.027.000 | 857.363.000 |
| 2024-03-31 | 10-Q | 110.297.000 | -19.984.000 | -0,58 | 1.021.027.000 | 857.363.000 |
| 2023-12-31 | 10-K/A | 424.060.000 | 604.000 | 0,02 | 1.028.181.000 | 881.260.000 |
| 2023-12-31 | 10-K | 424.060.000 | 73.926.000 | 2,29 | 475.300.000 | 328.921.000 |
| 2023-09-30 | 10-Q | 117.244.000 | 15.366.000 | 0,48 | 1.007.568.000 | 307.946.000 |
| 2023-06-30 | 10-Q | 89.607.000 | 3.483.000 | 0,10 | 979.666.000 | 879.409.000 |
| 2023-03-31 | 10-Q | 90.865.000 | 2.311.000 | 0,07 | 975.396.000 | 877.814.000 |
| 2023-03-31 | 10-Q/A | 90.865.000 | 2.311.000 | 0,07 | 877.814.000 | |
| 2022-12-31 | 10-K | 361.924.000 | 63.278.000 | 2,01 | 969.951.000 | 251.280.000 |
| 2022-12-31 | 10-K/A | 361.924.000 | -1.624.000 | -0,05 | 969.951.000 | 872.352.000 |
| 2022-09-30 | 10-Q | 88.141.000 | 13.289.000 | 0,38 | 968.603.000 | 862.916.000 |
| 2022-06-30 | 10-Q | 93.978.000 | -5.570.000 | -0,16 | 973.566.000 | 868.689.000 |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Product | 685,3 Mio. | 527,4 Mio. | 271,0 Mio. | 240,8 Mio. | 213,3 Mio. | 70,1 % | +29,9% | |
| Leasing | 166,7 Mio. | 50,3 Mio. | – | – | – | 17,0 % | +231,5% | |
| Service | 126,3 Mio. | 83,1 Mio. | 105,7 Mio. | 79,1 Mio. | 74,1 Mio. | 12,9 % | +51,9% | |
| Subsea Products | – | – | 198,3 Mio. | 194,3 Mio. | 168,4 Mio. | – | – | |
| Well Construction | – | – | 124,5 Mio. | 73,5 Mio. | 68,2 Mio. | – | – | |
| Subsea Services | – | – | 101,3 Mio. | 94,2 Mio. | 85,9 Mio. | – | – |
Regionen
| Region | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| USAnd Canadian Markets NAM | 511,2 Mio. | 361,1 Mio. | – | – | – | 26,1 % | +41,6% | |
| International And Offshore | 467,1 Mio. | 299,7 Mio. | – | – | – | 23,9 % | +55,8% | |
| US | 428,4 Mio. | – | 106,4 Mio. | 122,3 Mio. | 116,7 Mio. | 21,9 % | Neu | |
| United States Offshore | 112,3 Mio. | – | – | – | – | 5,7 % | Neu | |
| Other MEAP | 102,7 Mio. | – | – | – | – | 5,3 % | Neu | |
| CA | 87,0 Mio. | – | – | – | – | 4,4 % | Neu | |
| East And Central Africa | 81,6 Mio. | – | – | – | – | 4,2 % | Neu | |
| SA | 69,6 Mio. | – | – | – | – | 3,6 % | Neu | |
| BR | 39,7 Mio. | – | – | – | – | 2,0 % | Neu | |
| MX | 38,0 Mio. | – | – | – | – | 1,9 % | Neu | |
| AR | 9,5 Mio. | – | – | – | – | 0,5 % | Neu | |
| Latin America | 9,4 Mio. | – | – | – | – | 0,5 % | Neu | |
| Non Us | – | – | 317,6 Mio. | 239,6 Mio. | 205,7 Mio. | – | – |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 05.05.2026 | 239,0 Mio. USD | -0,24 |
| Q3 2025 | 30.09.2025 | 04.11.2025 | 240,0 Mio. USD | 0,57 |
| Q2 2025 | 30.06.2025 | 04.11.2025 | 224,2 Mio. USD | 0,22 |
| Q1 2025 | 31.03.2025 | 05.05.2026 | 240,4 Mio. USD | 0,21 |
| Q3 2024 | 30.09.2024 | 04.11.2025 | 151,8 Mio. USD | 1,99 |
| Q2 2024 | 30.06.2024 | 04.11.2025 | 120,3 Mio. USD | 0,30 |
| Q1 2024 | 31.03.2024 | 07.05.2025 | 110,3 Mio. USD | 0,51 |
| Q3 2023 | 30.09.2023 | 08.11.2024 | 117,2 Mio. USD | 0,48 |
| Q2 2023 | 30.06.2023 | 07.08.2024 | 89,6 Mio. USD | 0,10 |
Einreichungs-Historie (10-K / 10-Q)
SEC-Einreichungs-Historie der Quartalsberichte (10-Q) und Jahresberichte
(10-K) der letzten sechs Jahre. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 05.05.2026 | 10-Q | 31.03.2026 | 35 Tage | SEC » |
| 24.02.2026 | 10-K | 31.12.2025 | 55 Tage | SEC » |
| 04.11.2025 | 10-Q | 30.09.2025 | 35 Tage | SEC » |
| 06.08.2025 | 10-Q | 30.06.2025 | 37 Tage | SEC » |
| 07.05.2025 | 10-Q | 31.03.2025 | 37 Tage | SEC » |
| 03.03.2025 | 10-K | 31.12.2024 | 62 Tage | SEC » |
| 08.11.2024 | 10-Q | 30.09.2024 | 39 Tage | SEC » |
| 07.08.2024 | 10-Q | 30.06.2024 | 38 Tage | SEC » |
| 01.08.2024 | 10-K/A | 31.12.2023 | 214 Tage | SEC » |
| 08.07.2024 | 10-K/A | 31.12.2023 | 190 Tage | SEC » |
| 08.07.2024 | 10-Q/A | 31.03.2024 | 99 Tage | SEC » |
| 02.05.2024 | 10-Q | 31.03.2024 | 32 Tage | SEC » |
| 27.02.2024 | 10-K | 31.12.2023 | 58 Tage | SEC » |
| 01.11.2023 | 10-Q | 30.09.2023 | 32 Tage | SEC » |
| 01.08.2023 | 10-Q | 30.06.2023 | 32 Tage | SEC » |
| 09.05.2023 | 10-Q | 31.03.2023 | 39 Tage | SEC » |
| 01.03.2023 | 10-K | 31.12.2022 | 60 Tage | SEC » |
| 27.10.2022 | 10-Q | 30.09.2022 | 27 Tage | SEC » |
| 28.07.2022 | 10-Q | 30.06.2022 | 28 Tage | SEC » |
| 28.04.2022 | 10-Q | 31.03.2022 | 28 Tage | SEC » |
| 23.02.2022 | 10-K | 31.12.2021 | 54 Tage | SEC » |
| 28.10.2021 | 10-Q | 30.09.2021 | 28 Tage | SEC » |
| 29.07.2021 | 10-Q | 30.06.2021 | 29 Tage | SEC » |
| 29.04.2021 | 10-Q | 31.03.2021 | 29 Tage | SEC » |
| 25.02.2021 | 10-K | 31.12.2020 | 56 Tage | SEC » |
| 29.10.2020 | 10-Q | 30.09.2020 | 29 Tage | SEC » |
| 30.07.2020 | 10-Q | 30.06.2020 | 30 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 10.11.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 05.06.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 15.05.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 06.03.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 06.09.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | the Mergers and the information set forth in Item 5.02 regarding the Board and executive officers following the Mergers… |
| 01.08.2024 | Item 4.02 — Bilanzkorrekturen | EXTREM | SEC | the last sentence of the first paragraph of Item 4.02 in the Original Form 8-K. This Amendment does not amend, modify… |
| 08.07.2024 | Item 4.02 — Bilanzkorrekturen | EXTREM | SEC | Condition. The information set forth under Item 4.02 is incorporated into this Item 2.02 by reference. Item 4.02… |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-05-13 | 1.253 | 27,41 | 34.345 |
| 2026-05-12 | 6.899 | 27,06 | 186.687 |
| 2026-05-08 | 404 | 26,63 | 10.759 |
| 2026-04-14 | 254 | 26,37 | 6.698 |
| 2026-04-08 | 3.335 | 25,50 | 85.043 |
| 2026-04-06 | 7.993 | 24,46 | 195.509 |
| 2026-03-24 | 3.305 | 24,65 | 81.468 |
| 2026-03-23 | 2.698 | 24,01 | 64.779 |
| 2026-03-20 | 2.649 | 24,31 | 64.397 |
| 2026-03-18 | 611 | 25,08 | 15.324 |
| 2026-03-17 | 1.235 | 24,45 | 30.196 |
| 2026-03-16 | 539 | 24,20 | 13.044 |
| 2026-03-13 | 9.843 | 24,13 | 237.512 |
| 2026-03-10 | 200 | 26,79 | 5.358 |
| 2026-03-09 | 17.937 | 27,37 | 490.936 |
| 2026-03-04 | 86 | 25,72 | 2.212 |
| 2026-03-03 | 3 | 26,53 | 80 |
| 2026-03-02 | 1.139 | 26,35 | 30.013 |
| 2026-02-27 | 1.469 | 26,64 | 39.134 |
| 2026-02-26 | 88 | 29,25 | 2.574 |
| 2026-02-25 | 2.439 | 28,90 | 70.487 |
| 2026-02-12 | 334 | 25,46 | 8.504 |
| 2026-02-09 | 3.405 | 25,35 | 86.317 |
| 2026-02-05 | 4.489 | 24,94 | 111.956 |
| 2026-02-04 | 4.748 | 25,37 | 120.457 |
| 2026-02-03 | 270 | 24,43 | 6.596 |
| 2026-02-02 | 547 | 24,85 | 13.593 |
| 2025-12-31 | 880 | 22,06 | 19.413 |
| 2025-12-30 | 2.865 | 22,20 | 63.603 |
| 2025-12-16 | 479 | 22,77 | 10.907 |
Hinweis
Ersteller: Verantwortlich für Erstellung und Verbreitung ist der Betreiber dieser Website (siehe Impressum). Die Einstufung wird arbeitstäglich automatisiert neu berechnet — Stand: 14.06.2026.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in besprochenen Werten halten. Methodik: Signal-Komponenten und Gewichte.