Stammdaten
IES Holdings, Inc. (Ticker: IESC) ist ein US-amerikanisches Unternehmen mit Sitz in Sugar Land, Texas, das integrierte elektrische und technologische Systeme entwirft und installiert sowie Infrastrukturprodukte und -dienstleistungen anbietet. Das Unternehmen operiert in vier Segmenten: Communications, Residential, Infrastructure Solutions und Commercial & Industrial. Im Communications-Segment bietet IES nationale Technologieinfrastrukturlösungen für Rechenzentren und andere kritische Umgebungen an, darunter Design, Bau und Wartung von Kommunikationsinfrastrukturen. Das Residential-Segment konzentriert sich auf elektrische Installationsdienstleistungen für Einfamilienhäuser und Mehrfamilienwohnanlagen sowie HVAC- und Sanitärinstallationen in bestimmten Märkten. Infrastructure Solutions liefert elektromechanische Lösungen für industrielle Betriebe, einschließlich Reparaturen und maßgeschneiderte Produkte wie Generatorenverschläge. Das Commercial & Industrial-Segment bietet elektrische und mechanische Design-, Bau- und Wartungsdienstleistungen für Gewerbe- und Industriekunden an. IES bedient eine breite Palette von Endmärkten, darunter Rechenzentren, Wohnimmobilien, Industrieanlagen und Gewerbegebäude. Das Unternehmen betreibt insgesamt 172 Standorte in den USA und beschäftigt Tausende von Mitarbeitern. Die Strategie von IES umfasst Wachstum durch Marktexpansion, operative Verbesserungen und gezielte Übernahmen. KI
Unternehmen & Branche
| Name | IES Holdings, Inc. |
|---|---|
| Ticker | IESC |
| CIK | 0001048268 |
| Börse | Nasdaq |
| Sektor | Industrie & Transport |
| Industrie | Industriewartung & Montage |
| SIC | 1731 · Electrical Work |
Wertpapier & Kennzahlen
| CUSIP | 44951W106 |
|---|---|
| ISIN | US44951W1062 |
| Typ | Common Stock |
| Marktkapitalisierung | 12,43 Mrd. USD |
| KGV (P/E) | 41,68 |
| Beta | 1,80 |
Sitz & Kontakt
| Sitz (Inkorporation) | DE |
|---|---|
| Geschäftsadresse | 13131 DAIRY ASHFORD ROAD SUITE 500, 77478 HOUSTON, TX |
| Telefon | 7138601500 |
| EIN (IRS) | 76-0542208 |
Listing & Historie
| Listing-Börsen | Nasdaq |
|---|---|
| Fiskaljahr-Ende | 30.09. |
| SEC-Filer-Status | Large accelerated filer |
| Frühere Namen | Integrated Electrical Services, Inc. (bis 2016) INTEGRATED ELECTRICAL SERVICES INC (bis 2015) |
Bewertung
| KBV (P/B) | 14,06 vs. 2,74 (2021) ▲ |
|---|---|
| KUV (P/S) | 3,69 vs. 0,62 (2021) ▲ |
| EV/EBITDA | 28,8 |
| FCF-Rendite | 2,3 % vs. 4,0 % (2021) ▼ |
| Buyback-Rendite | 0,3 % vs. 0,7 % (2021) ▼ |
Qualität & Bilanz
| Bruttomarge | 25,5 % vs. 18,7 % (2021) ▲ |
|---|---|
| Operative Marge | 11,4 % vs. 5,6 % (2021) ▲ |
| Nettomarge | 9,1 % vs. 4,3 % (2021) ▲ |
| ROIC | 31,3 % vs. 15,5 % (2021) ▲ |
| Nettoverschuldung/EBITDA | -0,1 |
| Zinsdeckungsgrad | 211,4 vs. 89,0 (2021) ▲ |
| Forderungslaufzeit (DSO) | 60 T vs. 68 T (2021) ▼ |
| Lagerreichweite (DIO) | 16 T vs. 20 T (2021) ▼ |
Basis: SEC-XBRL-Jahresabschluss bis 30.09.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | TTM* | Verlauf |
|---|---|---|---|---|---|---|---|
| Bewertung | |||||||
| KBV (P/B) | 2,74 | 1,56 | 2,96 | 6,52 | 8,93 | 11,59 | |
| KUV (P/S) | 0,62 | 0,26 | 0,56 | 1,38 | 2,34 | 3,42 | |
| EV/EBITDA | – | – | 7,0 | 11,7 | 18,3 | 26,1 | |
| FCF-Rendite | 4,0 % | 2,9 % | 11,6 % | 5,9 % | 3,6 % | 2,9 % | |
| Buyback-Rendite | 0,7 % | 3,3 % | 0,6 % | 1,1 % | 0,5 % | 0,2 % | |
| Qualität & Bilanz | |||||||
| Bruttomarge | 18,7 % | 14,7 % | 18,7 % | 24,2 % | 25,5 % | 26,1 % | |
| Operative Marge | 5,6 % | 2,6 % | 6,7 % | 10,4 % | 11,4 % | 11,7 % | |
| Nettomarge | 4,3 % | 1,6 % | 4,6 % | 7,6 % | 9,1 % | – | |
| ROIC | 15,5 % | 6,9 % | 21,0 % | 32,3 % | 31,3 % | – | |
| Nettoverschuldung/EBITDA | – | – | -0,1 | -0,1 | -0,1 | 0,1 | |
| Zinsdeckungsgrad | 89,0 | 18,9 | 52,9 | 224,9 | 211,4 | 140,8 | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
TTM* = letzte zwölf Monate (vorläufig, ungeprüft): jüngstes Geschäftsjahr + laufendes YTD − Vorjahres-YTD aus den Quartalsberichten (10-Q); Bewertungs-Multiples gegen die aktuelle Marktkapitalisierung. Kein testierter Jahresabschluss.
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Glück Conviction Score™ ⓘ
ⓘ
IESC
IES Holdings, Inc.
Effektiv
Risiko-Ausstieg
Handelsvolumen
Hoch
Insider
0,0
Keine Insider-Käufe
Institutionell
37,4
53 neu, 133 erhöht, 1658,4M $ netto
Aktivist
0,0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,71% (Stand: 30.06.2026)
Score-Verlauf (90 Tage)
Konviktions-Verlauf — oben stark · Mitte neutral · unten schwach
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (24 Monate)
Indexierte Darstellung (Start = 100) — die Kursform bleibt sichtbar, absolute Kurse sind angemeldeten Mitgliedern vorbehalten.
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 | Bärisch | 10 % | 679.84 | -11.3 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 516.01 | +16.9 % vs SMA200 | |
| EMA20 vs EMA50 | Bärisch | 5 % | 646.48 | EMA50: 651.66 | |
| MACD-Histogramm | Bullisch | 10 % | 0.074 | Bullisch | |
| RSI(14) | Neutral | 10 % | 41.4 | Neutral (30–70) | |
| Stoch %K(14) | Neutral | 5 % | 21.6 | Neutral | |
| ADX(14)+DI | Neutral | 10 % | 19.1 | +DI: 17.6 / −DI: 30.1 | |
| Z-Score(60) | Bullisch | 5 % | -1.73 | Extrem überverkauft | |
| 52W-Position | Neutral | 5 % | 63.3 % | Hoch 766.54 / Tief 321.59 | |
| Bollinger(20,2σ) | Neutral | 5 % | 23.3 % | Upper 720.73 / Mid 644.16 / Lower 567.59 | |
| LinReg-Slope(60) | Neutral | 10 % | -0.5486 | R²=0.05 / annualisiert -20.4 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-06-12 | Cleveland Todd M | Director | Open Market Sale | -1.100 | 760,41 | -836.451,00 | -51,9% | |
| 2026-06-12 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -19.996 | 750,24 | -15.001.799,04 | -930,6% | |
| 2026-06-12 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -6.720 | 764,54 | -5.137.708,80 | -318,7% | |
| 2026-06-12 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -7.491 | 758,74 | -5.683.721,34 | -352,6% | |
| 2026-06-12 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -2.509 | 761,73 | -1.911.180,57 | -118,6% | |
| 2026-06-12 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -4 | 752,18 | -3.008,72 | -0,2% | |
| 2026-06-12 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -10.000 | 760,47 | -7.604.700,00 | -471,7% | |
| 2026-06-12 | Cleveland Todd M | Director | Open Market Sale | -1.500 | 763,35 | -1.145.025,00 | -71,0% | |
| 2026-06-12 | Cleveland Todd M | Director | Open Market Sale | -1.200 | 762,01 | -914.412,00 | -56,7% | |
| 2026-06-12 | Cleveland Todd M | Director | Open Market Sale | -1.200 | 761,31 | -913.572,00 | -56,7% | |
| 2026-05-27 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -2.809 | 710,14 | -1.994.783,26 | -123,7% | |
| 2026-05-27 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -8.251 | 705,38 | -5.820.090,38 | -361,0% | |
| 2026-05-27 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -7.000 | 708,10 | -4.956.700,00 | -307,5% | |
| 2026-05-27 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -6.000 | 702,65 | -4.215.900,00 | -261,5% | |
| 2026-05-27 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -4.000 | 706,60 | -2.826.400,00 | -175,3% | |
| 2026-05-27 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -2.250 | 703,51 | -1.582.897,50 | -98,2% | |
| 2026-05-26 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -2.006 | 702,24 | -1.408.693,44 | -87,4% | |
| 2026-05-26 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -49 | 703,89 | -34.490,61 | -2,1% | |
| 2026-05-14 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -8.767 | 692,90 | -6.074.654,30 | -376,8% | |
| 2026-05-14 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -15.846 | 693,89 | -10.995.380,94 | -682,1% | |
| 2026-05-14 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -8.189 | 697,47 | -5.711.581,83 | -354,3% | |
| 2026-05-14 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -4.154 | 694,82 | -2.886.282,28 | -179,0% | |
| 2026-05-14 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -2.000 | 683,09 | -1.366.180,00 | -84,7% | |
| 2026-05-14 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -405 | 698,03 | -282.702,15 | -17,5% | |
| 2026-05-13 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -15.000 | 692,71 | -10.390.650,00 | -644,5% | |
| 2026-05-08 | McLauchlin Tracy | Officer, SVP & CFO | Open Market Sale | -3.000 | 662,61 | -1.987.830,00 | -123,3% | |
| 2026-05-08 | Cleveland Todd M | Director | Open Market Sale | -4.308 | 660,23 | -2.844.270,84 | -176,4% | |
| 2026-05-08 | Cleveland Todd M | Director | Open Market Sale | -3.118 | 665,41 | -2.074.748,38 | -128,7% | |
| 2026-05-08 | Cleveland Todd M | Director | Open Market Sale | -1.122 | 662,87 | -743.740,14 | -46,1% | |
| 2026-05-08 | Cleveland Todd M | Director | Open Market Sale | -936 | 661,76 | -619.407,36 | -38,4% | |
| 2026-05-08 | Cleveland Todd M | Director | Open Market Sale | -626 | 666,54 | -417.254,04 | -25,9% | |
| 2026-05-08 | Cleveland Todd M | Director | Open Market Sale | -500 | 667,74 | -333.870,00 | -20,7% | |
| 2026-05-08 | Cleveland Todd M | Director | Open Market Sale | -400 | 671,14 | -268.456,00 | -16,7% | |
| 2026-05-08 | Cleveland Todd M | Director | Open Market Sale | -200 | 672,00 | -134.400,00 | -8,3% | |
| 2026-05-08 | Cleveland Todd M | Director | Open Market Sale | -200 | 670,35 | -134.070,00 | -8,3% | |
| 2026-05-08 | Cleveland Todd M | Director | Open Market Sale | -100 | 668,83 | -66.883,00 | -4,1% | |
| 2026-05-08 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -2.000 | 672,45 | -1.344.900,00 | -83,4% | |
| 2026-05-08 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -5.000 | 674,98 | -3.374.900,00 | -209,3% | |
| 2026-05-08 | Cleveland Todd M | Director | Open Market Sale | -68 | 663,56 | -45.122,08 | -2,8% | |
| 2026-05-08 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -52 | 673,47 | -35.020,44 | -2,2% | |
| 2026-05-07 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -1 | 677,47 | -677,47 | 0,0% | |
| 2026-05-06 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -4.000 | 684,33 | -2.737.320,00 | -169,8% | |
| 2026-05-06 | Cleveland Todd M | Director | Open Market Sale | -495 | 683,30 | -338.233,50 | -21,0% | |
| 2026-05-06 | Cleveland Todd M | Director | Open Market Sale | -157 | 683,17 | -107.257,69 | -6,7% | |
| 2026-05-06 | Cleveland Todd M | Director | Open Market Sale | -141 | 675,00 | -95.175,00 | -5,9% | |
| 2026-05-06 | Cleveland Todd M | Director | Open Market Sale | -129 | 680,00 | -87.720,00 | -5,4% | |
| 2026-05-06 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -7.206 | 682,71 | -4.919.608,26 | -305,2% | |
| 2026-05-06 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -7.000 | 672,52 | -4.707.640,00 | -292,0% | |
| 2026-05-06 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -5.000 | 677,16 | -3.385.800,00 | -210,0% | |
| 2026-05-06 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -4.000 | 671,22 | -2.684.880,00 | -166,5% | |
| 2026-05-06 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -3.610 | 673,74 | -2.432.201,40 | -150,9% | |
| 2026-05-06 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -3.000 | 675,62 | -2.026.860,00 | -125,7% | |
| 2026-05-06 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -2.788 | 681,30 | -1.899.464,40 | -117,8% | |
| 2026-05-06 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -2.000 | 670,03 | -1.340.060,00 | -83,1% | |
| 2026-05-06 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -1.006 | 686,41 | -690.528,46 | -42,8% | |
| 2026-05-06 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -390 | 674,85 | -263.191,50 | -16,3% | |
| 2026-05-06 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -103 | 678,29 | -69.863,87 | -4,3% | |
| 2026-05-05 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -28 | 662,33 | -18.545,24 | -1,2% | |
| 2026-05-05 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -1.587 | 656,48 | -1.041.833,76 | -64,6% | |
| 2026-05-05 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -1.322 | 657,49 | -869.201,78 | -53,9% | |
| 2026-05-05 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -1.195 | 658,52 | -786.931,40 | -48,8% | |
| 2026-05-05 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -797 | 660,70 | -526.577,90 | -32,7% | |
| 2026-05-05 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -731 | 659,92 | -482.401,52 | -29,9% | |
| 2026-05-05 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -730 | 655,41 | -478.449,30 | -29,7% | |
| 2026-05-05 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -570 | 661,68 | -377.157,60 | -23,4% | |
| 2026-05-05 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -40 | 665,15 | -26.606,00 | -1,7% | |
| 2026-03-04 | Cleveland Todd M | Director | Open Market Sale | -400 | 501,36 | -200.544,00 | -12,4% | |
| 2026-03-04 | Cleveland Todd M | Director | Open Market Sale | -825 | 500,28 | -412.731,00 | -25,6% | |
| 2026-03-04 | Cleveland Todd M | Director | Open Market Sale | -200 | 502,10 | -100.420,00 | -6,2% | |
| 2026-03-03 | Cleveland Todd M | Director | Open Market Sale | -100 | 501,50 | -50.150,00 | -3,1% | |
| 2026-03-03 | Cleveland Todd M | Director | Open Market Sale | -575 | 500,52 | -287.799,00 | -17,9% | |
| 2026-03-03 | Cleveland Todd M | Director | Open Market Sale | -200 | 502,70 | -100.540,00 | -6,2% | |
| 2026-03-02 | Cleveland Todd M | Director | Open Market Sale | -200 | 513,54 | -102.708,00 | -6,4% | |
| 2026-02-26 | Cleveland Todd M | Director | Open Market Sale | -100 | 512,00 | -51.200,00 | -3,2% | |
| 2026-02-26 | Cleveland Todd M | Director | Open Market Sale | -714 | 510,26 | -364.325,64 | -22,6% | |
| 2026-02-26 | Cleveland Todd M | Director | Open Market Sale | -586 | 511,15 | -299.533,90 | -18,6% | |
| 2026-02-26 | Cleveland Todd M | Director | Open Market Sale | -300 | 513,76 | -154.128,00 | -9,6% | |
| 2026-02-25 | Cleveland Todd M | Director | Open Market Sale | -2.144 | 510,32 | -1.094.126,08 | -67,9% | |
| 2026-02-25 | Cleveland Todd M | Director | Open Market Sale | -600 | 511,39 | -306.834,00 | -19,0% | |
| 2026-02-25 | Cleveland Todd M | Director | Open Market Sale | -375 | 521,00 | -195.375,00 | -12,1% | |
| 2026-02-24 | Cleveland Todd M | Director | Open Market Sale | -181 | 520,25 | -94.165,25 | -5,8% | |
| 2026-02-18 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -579 | 509,11 | -294.774,69 | -18,3% | |
| 2026-02-18 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -440 | 511,39 | -225.011,60 | -14,0% | |
| 2026-02-18 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -410 | 507,89 | -208.234,90 | -12,9% | |
| 2026-02-18 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -292 | 497,88 | -145.380,96 | -9,0% | |
| 2026-02-18 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -228 | 504,82 | -115.098,96 | -7,1% | |
| 2026-02-18 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -20 | 493,51 | -9.870,20 | -0,6% | |
| 2026-02-18 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -859 | 505,88 | -434.550,92 | -27,0% | |
| 2026-02-18 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -708 | 506,93 | -358.906,44 | -22,3% | |
| 2026-02-18 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -686 | 510,40 | -350.134,40 | -21,7% | |
| 2026-02-18 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -64 | 499,78 | -31.985,92 | -2,0% | |
| 2026-02-18 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -56 | 498,84 | -27.935,04 | -1,7% | |
| 2026-02-18 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -217 | 502,35 | -109.009,95 | -6,8% | |
| 2026-02-18 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -208 | 496,70 | -103.313,60 | -6,4% | |
| 2026-02-18 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -153 | 503,66 | -77.059,98 | -4,8% | |
| 2026-02-18 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -80 | 500,54 | -40.043,20 | -2,5% | |
| 2026-02-17 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -320 | 520,43 | -166.537,60 | -10,3% | |
| 2026-02-13 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -2.791 | 520,10 | -1.451.599,10 | -90,0% | |
| 2026-02-12 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -980 | 525,05 | -514.549,00 | -31,9% | |
| 2026-02-12 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -100 | 527,27 | -52.727,00 | -3,3% | |
| 2026-02-12 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -180 | 530,68 | -95.522,40 | -5,9% | |
| 2026-02-12 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -257 | 528,65 | -135.863,05 | -8,4% | |
| 2026-02-12 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -874 | 531,71 | -464.714,54 | -28,8% | |
| 2026-02-12 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -1.083 | 526,51 | -570.210,33 | -35,4% | |
| 2026-02-12 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -1.574 | 533,26 | -839.351,24 | -52,1% | |
| 2025-12-15 | Allen Matthew Michael | Officer, Chief Technical Officer | Open Market Sale | -700 | 457,95 | -320.565,00 | -19,9% | |
| 2025-12-11 | Newman Mary K | Officer, SVP, CAO and General Counsel | Open Market Sale | -1.335 | 477,43 | -637.369,05 | -39,5% | |
| 2025-12-11 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -716 | 474,26 | -339.570,16 | -21,1% | |
| 2025-12-11 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -671 | 477,81 | -320.610,51 | -19,9% | |
| 2025-12-11 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -60 | 473,32 | -28.399,20 | -1,8% | |
| 2025-12-11 | Newman Mary K | Officer, SVP, CAO and General Counsel | Open Market Sale | -665 | 478,71 | -318.342,15 | -19,7% | |
| 2025-12-11 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -28.264 | 470,40 | -13.295.385,60 | -824,7% | |
| 2025-12-11 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -24.382 | 472,44 | -11.519.032,08 | -714,5% | |
| 2025-12-11 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -10.000 | 478,83 | -4.788.300,00 | -297,0% | |
| 2025-12-11 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -10.000 | 476,50 | -4.765.000,00 | -295,6% | |
| 2025-12-11 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -1.423 | 480,37 | -683.566,51 | -42,4% | |
| 2025-12-11 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -884 | 471,50 | -416.806,00 | -25,9% | |
| 2025-12-10 | Gendell David B. | Director | Open Market Sale | -17.867 | 452,20 | -8.079.457,40 | -501,2% | |
| 2025-12-10 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -5.534 | 472,40 | -2.614.261,60 | -162,2% | |
| 2025-12-10 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -80 | 475,35 | -38.028,00 | -2,4% | |
| 2025-12-10 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -80 | 473,70 | -37.896,00 | -2,4% | |
| 2025-12-09 | Koshkin Joe D | Director | Open Market Sale | -400 | 452,63 | -181.052,00 | -11,2% | |
| 2025-12-09 | Koshkin Joe D | Director | Open Market Sale | -4.198 | 449,68 | -1.887.756,64 | -117,1% | |
| 2025-12-09 | Koshkin Joe D | Director | Open Market Sale | -402 | 450,96 | -181.285,92 | -11,2% | |
| 2025-12-05 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -3.774 | 420,24 | -1.585.985,76 | -98,4% | |
| 2025-12-04 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -12.528 | 423,69 | -5.307.988,32 | -329,3% | |
| 2025-12-04 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -35.823 | 420,52 | -15.064.287,96 | -934,4% | |
| 2025-12-04 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -6.924 | 423,21 | -2.930.306,04 | -181,8% | |
| 2025-12-04 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -5.193 | 421,74 | -2.190.095,82 | -135,9% | |
| 2025-12-04 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -1.251 | 424,91 | -531.562,41 | -33,0% | |
| 2025-12-03 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -2.636 | 419,90 | -1.106.856,40 | -68,7% | |
| 2025-12-03 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -16.122 | 417,93 | -6.737.867,46 | -418,0% | |
| 2025-12-03 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -12.922 | 418,92 | -5.413.284,24 | -335,8% | |
| 2025-12-03 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -2.827 | 420,89 | -1.189.856,03 | -73,8% | |
| 2025-12-02 | McLauchlin Tracy | Officer, SVP, CFO & Treasurer | Open Market Sale | -5.000 | 411,48 | -2.057.400,00 | -127,6% | |
| 2025-12-01 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -360 | 399,30 | -143.748,00 | -8,9% | |
| 2025-12-01 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -260 | 402,44 | -104.634,40 | -6,5% | |
| 2025-12-01 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -160 | 400,27 | -64.043,20 | -4,0% | |
| 2025-12-01 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -156 | 404,43 | -63.091,08 | -3,9% | |
| 2025-12-01 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -1.471 | 408,92 | -601.521,32 | -37,3% | |
| 2025-12-01 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -3.280 | 407,87 | -1.337.813,60 | -83,0% | |
| 2025-12-01 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -2.312 | 405,64 | -937.839,68 | -58,2% | |
| 2025-12-01 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -1.001 | 406,65 | -407.056,65 | -25,2% | |
| 2025-12-01 | Simmes Matthew J | Officer, President and CEO | Open Market Sale | -1.000 | 409,86 | -409.860,00 | -25,4% | |
| 2025-09-15 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -6.811 | 380,74 | -2.593.220,14 | -160,9% | |
| 2025-09-12 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -711 | 380,25 | -270.357,75 | -16,8% | |
| 2025-09-12 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -4.122 | 378,45 | -1.559.970,90 | -96,8% | |
| 2025-09-12 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -7 | 379,21 | -2.654,47 | -0,2% | |
| 2025-09-12 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -1.727 | 377,41 | -651.787,07 | -40,4% | |
| 2025-09-12 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -570 | 376,57 | -214.644,90 | -13,3% | |
| 2025-09-11 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -40 | 385,00 | -15.400,00 | -1,0% | |
| 2025-09-11 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -10.663 | 378,25 | -4.033.279,75 | -250,2% | |
| 2025-09-11 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -6.660 | 381,64 | -2.541.722,40 | -157,7% | |
| 2025-09-10 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -259 | 385,88 | -99.942,92 | -6,2% | |
| 2025-09-10 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -20.495 | 367,24 | -7.526.583,80 | -466,9% | |
| 2025-09-10 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -7.329 | 380,21 | -2.786.559,09 | -172,9% | |
| 2025-09-10 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -5.679 | 379,12 | -2.153.022,48 | -133,6% | |
| 2025-09-10 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -4.169 | 381,22 | -1.589.306,18 | -98,6% | |
| 2025-09-10 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -9.505 | 372,24 | -3.538.141,20 | -219,5% | |
| 2025-09-10 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -3.331 | 378,11 | -1.259.484,41 | -78,1% | |
| 2025-09-10 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -1.884 | 377,32 | -710.870,88 | -44,1% | |
| 2025-09-10 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -1.275 | 381,95 | -486.986,25 | -30,2% | |
| 2025-09-10 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -741 | 385,28 | -285.492,48 | -17,7% | |
| 2025-09-10 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -433 | 375,87 | -162.751,71 | -10,1% | |
| 2025-09-10 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -400 | 383,39 | -153.356,00 | -9,5% | |
| 2025-08-28 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -2.832 | 364,80 | -1.033.113,60 | -64,1% | |
| 2025-08-28 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -11.032 | 365,35 | -4.030.541,20 | -250,0% | |
| 2025-08-28 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -10.000 | 360,40 | -3.604.000,00 | -223,6% | |
| 2025-08-28 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -8.016 | 362,64 | -2.906.922,24 | -180,3% | |
| 2025-08-28 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -3.972 | 363,33 | -1.443.146,76 | -89,5% | |
| 2025-08-27 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -21.464 | 359,80 | -7.722.747,20 | -479,0% | |
| 2025-08-21 | Newman Mary K | Officer, SVP, CAO and General Counsel | Open Market Sale | -2.556 | 323,76 | -827.530,56 | -51,3% | |
| 2025-08-21 | Newman Mary K | Officer, SVP, CAO and General Counsel | Open Market Sale | -444 | 325,19 | -144.384,36 | -9,0% | |
| 2025-08-14 | IES Holdings, Inc. | Director | Open Market Sale | -156 | 336,70 | -52.525,20 | -3,3% | |
| 2025-08-14 | Cleveland Todd M | Director | Open Market Sale | -300 | 346,76 | -104.028,00 | -6,5% | |
| 2025-08-14 | IES Holdings, Inc. | Director | Open Market Sale | -300 | 346,76 | -104.028,00 | -6,5% | |
| 2025-08-14 | Cleveland Todd M | Director | Open Market Sale | -156 | 336,70 | -52.525,20 | -3,3% | |
| 2025-08-13 | IES Holdings, Inc. | Director | Open Market Sale | -2.900 | 348,35 | -1.010.215,00 | -62,7% | |
| 2025-08-13 | GENDELL JEFFREY L ET AL | Director, Officer, 10% Owner, Executive Chairman | Open Market Sale | -1.710 | 355,45 | -607.819,50 | -37,7% | |
| 2025-08-13 | IES Holdings, Inc. | Director | Open Market Sale | -1.500 | 356,00 | -534.000,00 | -33,1% | |
| 2025-08-13 | IES Holdings, Inc. | Director | Open Market Sale | -1.000 | 347,24 | -347.240,00 | -21,5% | |
| 2025-08-13 | IES Holdings, Inc. | Director | Open Market Sale | -1.000 | 345,62 | -345.620,00 | -21,4% | |
| 2025-08-13 | IES Holdings, Inc. | Director | Open Market Sale | -96 | 349,29 | -33.531,84 | -2,1% | |
| 2025-08-13 | Cleveland Todd M | Director | Open Market Sale | -2.900 | 348,35 | -1.010.215,00 | -62,7% | |
| 2025-08-13 | Cleveland Todd M | Director | Open Market Sale | -1.500 | 356,00 | -534.000,00 | -33,1% | |
| 2025-08-13 | Cleveland Todd M | Director | Open Market Sale | -1.000 | 347,24 | -347.240,00 | -21,5% | |
| 2025-08-13 | Cleveland Todd M | Director | Open Market Sale | -1.000 | 345,62 | -345.620,00 | -21,4% | |
| 2025-08-13 | Cleveland Todd M | Director | Open Market Sale | -96 | 349,29 | -33.531,84 | -2,1% | |
| 2025-08-12 | IES Holdings, Inc. | Director | Open Market Sale | -48 | 354,02 | -16.992,96 | -1,1% | |
| 2025-08-12 | IES Holdings, Inc. | Director | Open Market Sale | -397 | 349,76 | -138.854,72 | -8,6% | |
| 2025-08-12 | IES Holdings, Inc. | Director | Open Market Sale | -4.803 | 348,75 | -1.675.046,25 | -103,9% | |
| 2025-08-12 | Cleveland Todd M | Director | Open Market Sale | -1.600 | 345,63 | -553.008,00 | -34,3% | |
| 2025-08-12 | Cleveland Todd M | Director | Open Market Sale | -1.554 | 347,64 | -540.232,56 | -33,5% | |
| 2025-08-12 | Cleveland Todd M | Director | Open Market Sale | -397 | 349,76 | -138.854,72 | -8,6% | |
| 2025-08-12 | Cleveland Todd M | Director | Open Market Sale | -48 | 354,02 | -16.992,96 | -1,1% | |
| 2025-08-12 | Cleveland Todd M | Director | Open Market Sale | -4.803 | 348,75 | -1.675.046,25 | -103,9% | |
| 2025-08-12 | Cleveland Todd M | Director | Open Market Sale | -1.646 | 346,60 | -570.503,60 | -35,4% | |
| 2025-08-12 | IES Holdings, Inc. | Director | Open Market Sale | -1.646 | 346,60 | -570.503,60 | -35,4% | |
| 2025-08-12 | IES Holdings, Inc. | Director | Open Market Sale | -1.600 | 345,63 | -553.008,00 | -34,3% | |
| 2025-08-12 | IES Holdings, Inc. | Director | Open Market Sale | -1.554 | 347,64 | -540.232,56 | -33,5% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
⚠ Vorläufige Daten: Erst 2951 von typischerweise 8401 Fonds (35 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| GENDELL JEFFREY L | 10.340.248 | 0 | 10.340.248 | 4.926.817.965 | Neu | +100,0% | |
| FMR LLC | 2.371.745 | 0 | 2.371.745 | 1.130.065.591 | Neu | +100,0% | |
| BlackRock, Inc. | 709.571 | 0 | 709.571 | 338.089.295 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 457.949 | 0 | 457.949 | 218.149.582 | Neu | +100,0% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 398.929 | 0 | 398.929 | 190.077.701 | Neu | +100,0% | |
| FIRST TRUST ADVISORS LP | 349.163 | 0 | 349.163 | 166.365.694 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 295.842 | 0 | 295.842 | 140.979.836 | Neu | +100,0% | |
| Pertento Partners LLP | 231.239 | 0 | 231.239 | 110.178.446 | Neu | +100,0% | |
| STATE STREET CORP | 207.544 | 0 | 207.544 | 98.889.919 | Neu | +100,0% | |
| UBS Group AG | 178.399 | 0 | 178.399 | 85.001.771 | Neu | +100,0% | |
| MORGAN STANLEY | 177.590 | 0 | 177.590 | 84.617.045 | Neu | +100,0% | |
| FRANKLIN RESOURCES INC | 165.174 | 0 | 165.174 | 78.700.456 | Neu | +100,0% | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 156.393 | 0 | 156.393 | 74.516.573 | Neu | +100,0% | |
| ROYCE & ASSOCIATES LP | 149.029 | 0 | 149.029 | 71.007.848 | Neu | +100,0% | |
| AltraVue Capital, LLC | 129.767 | 0 | 129.767 | 61.830.106 | Neu | +100,0% | |
| Parsifal Capital Management, LP | 90.067 | 0 | 90.067 | 42.914.223 | Neu | +100,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 83.485 | 0 | 83.485 | 39.778.098 | Neu | +100,0% | |
| RENAISSANCE TECHNOLOGIES LLC | 82.352 | 0 | 82.352 | 39.238.257 | Neu | +100,0% | |
| AMERICAN CENTURY COMPANIES INC | 80.469 | 0 | 80.469 | 38.341.064 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 76.871 | 0 | 76.871 | 36.626.726 | Neu | +100,0% | |
| Swedbank AB | 48.000 | 54.000 | -6.000 | 35.263.680 | Reduziert | -11,1% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 71.330 | 0 | 71.330 | 33.986.605 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 69.505 | 0 | 69.505 | 33.117.047 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 68.717 | 0 | 68.717 | 32.741.470 | Neu | +100,0% | |
| Ophir Asset Management Pty Ltd | 55.033 | 0 | 55.033 | 26.221.574 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 50.100 | 0 | 50.100 | 23.871.147 | Neu | +100,0% | |
| LPL Financial LLC | 47.968 | 0 | 47.968 | 22.855.337 | Neu | +100,0% | |
| United Capital Management of KS, Inc. | 44.486 | 0 | 44.486 | 21.196.244 | Neu | +100,0% | |
| CONGRESS ASSET MANAGEMENT CO | 43.513 | 0 | 43.513 | 20.732.639 | Neu | +100,0% | |
| Neuberger Berman Group LLC | 39.974 | 0 | 39.974 | 19.046.411 | Neu | +100,0% | |
| SEGALL BRYANT & HAMILL, LLC | 39.592 | 0 | 39.592 | 18.864.400 | Neu | +100,0% | |
| DEUTSCHE BANK AG\ | 38.971 | 0 | 38.971 | 18.568.512 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 33.837 | 0 | 33.837 | 16.122.316 | Neu | +100,0% | |
| IMC-Chicago, LLC | 33.674 | 0 | 33.674 | 16.044.651 | Neu | +100,0% | |
| NEW YORK STATE COMMON RETIREMENT FUND | 33.244 | 0 | 33.244 | 15.839.769 | Neu | +100,0% | |
| KENNEDY CAPITAL MANAGEMENT LLC | 33.020 | 0 | 33.020 | 15.733.039 | Neu | +100,0% | |
| Legato Capital Management LLC | 27.456 | 0 | 27.456 | 13.081.960 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 27.667 | 0 | 27.667 | 12.698.113 | Neu | +100,0% | |
| Man Group plc | 26.568 | 0 | 26.568 | 12.658.855 | Neu | +100,0% | |
| AMERIPRISE FINANCIAL INC | 26.573 | 0 | 26.573 | 12.653.613 | Neu | +100,0% | |
| Bridgewater Associates, LP | 22.161 | 0 | 22.161 | 10.559.052 | Neu | +100,0% | |
| RENAISSANCE GROUP LLC | 21.648 | 0 | 21.648 | 10.314.623 | Neu | +100,0% | |
| AQR CAPITAL MANAGEMENT LLC | 21.607 | 0 | 21.607 | 10.295.087 | Neu | +100,0% | |
| PRUDENTIAL FINANCIAL INC | 21.256 | 0 | 21.256 | 10.127.846 | Neu | +100,0% | |
| Nuveen, LLC | 19.881 | 0 | 19.881 | 9.472.700 | Neu | +100,0% | |
| VICTORY CAPITAL MANAGEMENT INC | 18.528 | 0 | 18.528 | 8.828.036 | Neu | +100,0% | |
| Steamboat Capital Partners, LLC | 17.953 | 0 | 17.953 | 8.554.066 | Neu | +100,0% | |
| Swiss National Bank | 17.740 | 0 | 17.740 | 8.452.578 | Neu | +100,0% | |
| State of Wyoming | 17.722 | 0 | 17.722 | 8.444.001 | Neu | +100,0% | |
| AdvisorShares Investments LLC | 16.485 | 0 | 16.485 | 7.854.608 | Neu | +100,0% |
Top-Fondshalter (Stand: 30.06.2026) ⓘ
⚠ Vorläufige Daten: Erst 2951 von typischerweise 8401 Fonds (35 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| Swedbank AB | 48.000 | 54.000 | -11,1% | 35.263.680 | 31,56 | 100 % | 6 Q |
| Asset Management One Co., Ltd. | 9.707 | 4.600 | +111,0% | 7.121.922 | 6,37 | 100 % | 8 Q |
| Retirement Systems of Alabama | 9.074 | 0 | +100,0% | 6.666.305 | 5,97 | 100 % | 1 Q |
| Parkway Wealth Management Group, LLC | 7.000 | 8.100 | -13,6% | 5.142.620 | 4,60 | 0 % | 3 Q |
| TRUIST FINANCIAL CORP | 5.745 | 6.032 | -4,8% | 4.220.622 | 3,78 | 0 % | 8 Q |
| Yorktown Management & Research Co Inc | 5.510 | 6.340 | -13,1% | 4.047.977 | 3,62 | 100 % | 12 Q |
| Annex Advisory Services, LLC | 5.492 | 7.655 | -28,3% | 4.034.753 | 3,61 | 100 % | 9 Q |
| GATEWAY INVESTMENT ADVISERS LLC | 3.975 | 0 | +100,0% | 2.920.274 | 2,61 | 100 % | 1 Q |
| Police & Firemen's Retirement System of New Jersey | 3.924 | 2.496 | +57,2% | 2.882.806 | 2,58 | 100 % | 7 Q |
| Peterson Wealth Services | 3.710 | 3.657 | +1,4% | 2.725.589 | 2,44 | 0 % | 11 Q |
| Hennion & Walsh Asset Management, Inc. | 3.614 | 2.834 | +27,5% | 2.655.061 | 2,38 | 100 % | 5 Q |
| PFG Advisors | 3.555 | 3.624 | -1,9% | 2.611.716 | 2,34 | 0 % | 10 Q |
| Y-Intercept (Hong Kong) Ltd | 2.953 | 0 | +100,0% | 2.169.451 | 1,94 | 100 % | 1 Q |
| Strategic Blueprint, LLC | 2.932 | 2.063 | +42,1% | 2.154.023 | 1,93 | 100 % | 4 Q |
| Louisiana State Employees Retirement System | 2.600 | 0 | +100,0% | 1.910.116 | 1,71 | 100 % | 1 Q |
| Ducere Wealth Management LLC | 2.466 | 2.128 | +15,9% | 1.811.672 | 1,62 | 100 % | 2 Q |
| YOUSIF CAPITAL MANAGEMENT, LLC | 2.458 | 0 | +100,0% | 1.805.794 | 1,62 | 30 % | 1 Q |
| ARGENT CAPITAL MANAGEMENT LLC | 2.413 | 4.049 | -40,4% | 1.772.735 | 1,59 | 100 % | 4 Q |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 2.099 | 0 | +100,0% | 1.542.051 | 1,38 | 100 % | 1 Q |
| PETRA FINANCIAL ADVISORS INC | 1.769 | 1.843 | -4,0% | 1.299.298 | 1,16 | 0 % | 8 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 92 | 0,2 | 112 |
| 31.03.2026 | ✓ | 344 | 19,7 | 9.201 |
| 31.12.2025 | ✓ | 341 | 19,4 | 7.380 |
| 30.09.2025 | ✓ | 320 | 19,4 | 7.567 |
| 30.06.2025 | ✓ | 268 | 19,2 | 5.553 |
| 31.03.2025 | ✓ | 239 | 19,4 | 3.097 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| RIHO Partners, LLC | 8.540 | 4.069.054 |
| IPG Investment Advisors LLC | 5.228 | 2.490.985 |
| Richard Bernstein Advisors LLC | 3.611 | 1.720.533 |
| Ethic Inc. | 21.657 | 1.463.353 |
| Ducere Wealth Management LLC | 2.128 | 1.013.928 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | 1.370 | 652.764 |
| Walleye Capital LLC | 1.288 | 613.693 |
| ALLSTATE CORP | 1.248 | 594.635 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 918 | 437.399 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 848 | 404.047 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| FMR LLC | 2.371.745 | 355.077 | +17.6 % | 1.130.065.591 |
| FIRST TRUST ADVISORS LP | 349.163 | 100.425 | +40.4 % | 166.365.694 |
| UBS Group AG | 178.399 | 89.684 | +101.1 % | 85.001.771 |
| SEGALL BRYANT & HAMILL, LLC | 39.592 | 26.054 | +192.5 % | 18.864.400 |
| Pertento Partners LLP | 231.239 | 21.888 | +10.5 % | 110.178.446 |
| GEODE CAPITAL MANAGEMENT, LLC | 295.842 | 21.117 | +7.7 % | 140.979.836 |
| Man Group plc | 26.568 | 14.342 | +117.3 % | 12.658.855 |
| FRANKLIN RESOURCES INC | 165.174 | 11.227 | +7.3 % | 78.700.456 |
| MILLENNIUM MANAGEMENT LLC | 12.261 | 10.673 | +672.1 % | 5.841.999 |
| CONGRESS ASSET MANAGEMENT CO | 43.513 | 9.260 | +27.0 % | 20.732.639 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| ALGERT GLOBAL LLC | 3.194 | -22.520 | -87.6 % | 1.522 |
| ROYCE & ASSOCIATES LP | 149.029 | -22.314 | -13.0 % | 71.007.848 |
| GOLDMAN SACHS GROUP INC | 68.717 | -20.500 | -23.0 % | 32.741.470 |
| Janus Henderson Group Ltd. | 6.658 | -18.791 | -73.8 % | 3.172.648 |
| BARCLAYS PLC | 5.577 | -15.869 | -74.0 % | 2.657.273 |
| RENAISSANCE TECHNOLOGIES LLC | 82.352 | -15.040 | -15.4 % | 39.238.257 |
| LORD, ABBETT & CO. LLC | 72.370 | -14.662 | -16.8 % | 34.482 |
| AMERICAN CENTURY COMPANIES INC | 80.469 | -13.942 | -14.8 % | 38.341.064 |
| BlackRock, Inc. | 709.571 | -13.163 | -1.8 % | 338.089.295 |
| AltraVue Capital, LLC | 129.767 | -12.870 | -9.0 % | 61.830.106 |
Zusätzlich aktuell von 153 Mutual Funds/ETFs gehalten (N-PORT). Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck | Δ-Balken |
|---|---|---|---|---|---|---|---|
| 06.05.2026 | Abigail P. Johnson (+1) | Passiv (13G/A) | 11,90 % | 2.371.746 | +1,50 pp | – | |
| 09.01.2026 | Tontine Asset Associates, L.L.C. | Aktivist (13D/A) | 4,10 % | 807.825 | -0,50 pp | As of December 26, 2025, as disclosed in the Company's Definitive Proxy Statement on Sch… | |
| 09.01.2026 | Jeffrey L. Gendell | Aktivist (13D/A) | 53,20 % | 10.595.320 | -1,00 pp | As of December 26, 2025, as disclosed in the Company's Definitive Proxy Statement on Sch… | |
| 09.01.2026 | Tontine Associates, L.L.C. | Aktivist (13D/A) | 3,20 % | 640.057 | 0,00 pp | As of December 26, 2025, as disclosed in the Company's Definitive Proxy Statement on Sch… | |
| 09.01.2026 | Tontine Capital Partners, L.P. | Aktivist (13D/A) | 27,80 % | 5.532.550 | -0,50 pp | As of December 26, 2025, as disclosed in the Company's Definitive Proxy Statement on Sch… | |
| 09.01.2026 | Tontine Capital Overseas Master Fund II, L.P. | Aktivist (13D/A) | 3,60 % | 710.934 | -0,50 pp | As of December 26, 2025, as disclosed in the Company's Definitive Proxy Statement on Sch… | |
| 09.01.2026 | Tontine Capital Overseas GP, L.L.C. | Aktivist (13D/A) | 0,20 % | 47.284 | 0,00 pp | As of December 26, 2025, as disclosed in the Company's Definitive Proxy Statement on Sch… | |
| 09.01.2026 | Tontine Capital Management, L.L.C. | Aktivist (13D/A) | 37,40 % | 7.443.079 | -0,50 pp | As of December 26, 2025, as disclosed in the Company's Definitive Proxy Statement on Sch… | |
| 09.01.2026 | Tontine Management, L.L.C. | Aktivist (13D/A) | 7,10 % | 1.410.162 | 0,00 pp | As of December 26, 2025, as disclosed in the Company's Definitive Proxy Statement on Sch… | |
| 05.11.2025 | Abigail P. Johnson (+1) | Passiv (13G/A) | 10,40 % | 2.066.431 | -1,60 pp | – | |
| 17.09.2025 | Tontine Capital Overseas GP, L.L.C. | Aktivist (13D/A) | 0,20 % | 47.284 | 0,00 pp | In the last 60 days, in the transactions described in the table below, TCP 2 has sold a … | |
| 17.09.2025 | Jeffrey L. Gendell | Aktivist (13D/A) | 54,20 % | 10.769.717 | -1,10 pp | In the last 60 days, in the transactions described in the table below, TCP 2 has sold a … | |
| 17.09.2025 | Tontine Asset Associates, L.L.C. | Aktivist (13D/A) | 4,60 % | 907.825 | -2,10 pp | In the last 60 days, in the transactions described in the table below, TCP 2 has sold a … | |
| 17.09.2025 | Tontine Associates, L.L.C. | Aktivist (13D/A) | 3,20 % | 640.057 | 0,00 pp | In the last 60 days, in the transactions described in the table below, TCP 2 has sold a … | |
| 17.09.2025 | Tontine Capital Management, L.L.C. | Aktivist (13D/A) | 37,90 % | 7.525.173 | +0,70 pp | In the last 60 days, in the transactions described in the table below, TCP 2 has sold a … | |
| 17.09.2025 | Tontine Capital Overseas Master Fund II, L.P. | Aktivist (13D/A) | 4,10 % | 810.934 | -4,10 pp | In the last 60 days, in the transactions described in the table below, TCP 2 has sold a … | |
| 17.09.2025 | Tontine Capital Partners, L.P. | Aktivist (13D/A) | 28,30 % | 5.614.644 | +0,50 pp | In the last 60 days, in the transactions described in the table below, TCP 2 has sold a … | |
| 17.09.2025 | Tontine Management, L.L.C. | Aktivist (13D/A) | 7,10 % | 1.410.162 | +0,10 pp | In the last 60 days, in the transactions described in the table below, TCP 2 has sold a … | |
| 06.08.2025 | Abigail P. Johnson (+1) | Passiv (13G/A) | 12,00 % | 2.387.550 | +1,40 pp | – | |
| 07.04.2025 | Abigail P. Johnson (+1) | Passiv (13G/A) | 10,60 % | 2.121.723 | Neu | – | |
| 13.06.2024 | Tontine Capital Overseas Master | Aktivist (13D/A) | 6,20 % | 1.260.506 | -1,00 pp | – | |
| 13.06.2024 | Tontine Asset Associates, L.L.C. | Aktivist (13D/A) | 6,70 % | 1.357.397 | -1,00 pp | – | |
| 13.06.2024 | Tontine Capital Overseas GP, L.L.C. | Aktivist (13D/A) | 0,20 % | 47.284 | 0,00 pp | – | |
| 13.06.2024 | Tontine Management, L.L.C. | Aktivist (13D/A) | 7,00 % | 1.410.162 | 0,00 pp | – | |
| 13.06.2024 | Tontine Associates, L.L.C. | Aktivist (13D/A) | 3,20 % | 642.057 | 0,00 pp | – | |
| 13.06.2024 | Tontine Capital Management, L.L.C. | Aktivist (13D/A) | 37,20 % | 7.528.252 | -0,20 pp | – | |
| 13.06.2024 | Jeffrey L. Gendell | Aktivist (13D/A) | 55,30 % | 11.184.845 | -1,10 pp | – | |
| 13.06.2024 | Tontine Capital Partners, L.P. | Aktivist (13D/A) | 27,80 % | 5.617.723 | -0,10 pp | – | |
| 15.03.2024 | Tontine Associates, L.L.C. | Aktivist (13D/A) | 3,20 % | 642.057 | 0,00 pp | – | |
| 15.03.2024 | Tontine Management, L.L.C. | Aktivist (13D/A) | 7,00 % | 1.410.162 | 0,00 pp | – | |
| 15.03.2024 | Tontine Capital Overseas GP, L.L.C. | Aktivist (13D/A) | 0,20 % | 47.284 | 0,00 pp | – | |
| 15.03.2024 | Jeffrey L. Gendell | Aktivist (13D/A) | 56,40 % | 11.409.845 | -0,10 pp | – | |
| 15.03.2024 | Tontine Asset Associates, L.L.C. | Aktivist (13D/A) | 7,70 % | 1.557.397 | 0,00 pp | – | |
| 15.03.2024 | Tontine Capital Overseas Master | Aktivist (13D/A) | 7,20 % | 1.460.506 | 0,00 pp | – | |
| 15.03.2024 | Tontine Capital Partners, L.P. | Aktivist (13D/A) | 27,90 % | 5.642.723 | 0,00 pp | – | |
| 15.03.2024 | Tontine Capital Management, L.L.C. | Aktivist (13D/A) | 37,40 % | 7.553.252 | 0,00 pp | – | |
| 16.02.2024 | Tontine Asset Associates, L.L.C. | Aktivist (13D/A) | 7,70 % | 1.557.397 | -1,00 pp | – | |
| 16.02.2024 | Tontine Associates, L.L.C. | Aktivist (13D/A) | 3,20 % | 642.057 | 0,00 pp | – | |
| 16.02.2024 | Tontine Management, L.L.C. | Aktivist (13D/A) | 7,00 % | 1.410.162 | 0,00 pp | – | |
| 16.02.2024 | Tontine Capital Management, L.L.C. | Aktivist (13D/A) | 37,40 % | 7.553.252 | 0,00 pp | – |
Finanzkennzahlen (SEC XBRL) ⓘ
Währung:
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 974.284.000 $ | – | 5,44 $ | 1.994.038.000 $ | 1.072.678.000 $ |
| 2025-12-31 | 10-Q | 870.958.000 $ | – | 4,51 $ | 1.658.377.000 $ | 961.077.000 $ |
| 2025-09-30 | 10-K | 3.371.468.000 $ | 305.975.000 $ | 15,02 $ | 1.595.661.000 $ | 883.955.000 $ |
| 2025-06-30 | 10-Q | 890.158.000 $ | – | 3,81 $ | 1.469.722.000 $ | 781.441.000 $ |
| 2025-03-31 | 10-Q | 833.960.000 $ | – | 3,50 $ | 1.364.559.000 $ | 705.783.000 $ |
| 2024-12-31 | 10-Q | 749.547.000 $ | – | 2,72 $ | 1.265.009.000 $ | 652.439.000 $ |
| 2024-09-30 | 10-K | 2.884.358.000 $ | 219.116.000 $ | 9,89 $ | 1.244.026.000 $ | 611.113.000 $ |
| 2024-06-30 | 10-Q | 768.415.000 $ | – | 2,67 $ | 1.155.336.000 $ | 567.522.000 $ |
| 2024-03-31 | 10-Q | 705.733.000 $ | – | 2,29 $ | 1.101.164.000 $ | 534.806.000 $ |
| 2023-12-31 | 10-Q | 634.444.000 $ | 40.956.000 $ | 1,87 $ | 1.042.019.000 $ | 488.643.000 $ |
| 2023-09-30 | 10-K | 2.377.227.000 $ | 108.288.000 $ | 4,54 $ | 981.600.000 $ | 449.985.000 $ |
| 2023-06-30 | 10-Q | 584.451.000 $ | 22.546.000 $ | 0,81 $ | 899.728.000 $ | 415.102.000 $ |
| 2023-03-31 | 10-Q | 568.881.000 $ | 21.551.000 $ | 0,92 $ | 889.088.000 $ | 397.751.000 $ |
| 2022-12-31 | 10-Q | 574.874.000 $ | 26.402.000 $ | 1,14 $ | 896.816.000 $ | 378.051.000 $ |
| 2022-09-30 | 10-K | 2.166.808.000 $ | 34.762.000 $ | 1,44 $ | 934.709.000 $ | 361.288.000 $ |
| 2022-06-30 | 10-Q | 567.301.000 $ | 9.465.000 $ | 0,33 $ | 884.392.000 $ | 353.461.000 $ |
| 2022-03-31 | 10-Q | 501.593.000 $ | -5.412.000 $ | -0,30 $ | 831.239.000 $ | 351.048.000 $ |
| 2021-12-31 | 10-Q | 480.509.000 $ | 14.464.000 $ | 0,69 $ | 785.228.000 $ | 356.460.000 $ |
| 2021-09-30 | 10-K | 1.536.493.000 $ | 66.658.000 $ | 3,15 $ | 766.622.000 $ | 345.953.000 $ |
| 2021-06-30 | 10-Q | 405.871.000 $ | 19.301.000 $ | 0,92 $ | 715.930.000 $ | 328.189.000 $ |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Residential | 1,3 Mrd. | 1,4 Mrd. | 1,3 Mrd. | 1,1 Mrd. | 687,3 Mio. | 38,7 % | -6,1% | |
| Communications | 1,1 Mrd. | 776,5 Mio. | 600,8 Mio. | 559,8 Mio. | 446,0 Mio. | 33,8 % | +46,9% | |
| Infrastructure Solutions | 498,7 Mio. | 351,1 Mio. | 217,4 Mio. | 167,1 Mio. | 147,0 Mio. | 14,8 % | +42,0% | |
| Commercialand Industrial | 427,7 Mio. | 367,9 Mio. | 279,6 Mio. | 308,5 Mio. | 256,2 Mio. | 12,7 % | +16,2% |
Quartalsverlauf
| Segment | Q1 FY2026 | Q3 FY2025 | Q2 FY2025 | Q1 FY2025 | Q3 FY2024 | Q2 FY2024 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|---|
| Communications | 351,9 Mio. | 299,2 Mio. | 273,0 Mio. | 233,0 Mio. | 192,3 Mio. | 193,5 Mio. | 40,4 % | +51,1% | |
| Residential | 284,0 Mio. | 346,0 Mio. | 318,0 Mio. | 320,0 Mio. | 377,5 Mio. | 339,4 Mio. | 32,6 % | -11,2% | |
| Infrastructure Solutions | 140,2 Mio. | 129,5 Mio. | 117,6 Mio. | 108,1 Mio. | 102,0 Mio. | 75,8 Mio. | 16,1 % | +29,6% | |
| Commercialand Industrial | 94,8 Mio. | 115,4 Mio. | 125,4 Mio. | 88,5 Mio. | 96,6 Mio. | 97,1 Mio. | 10,9 % | +7,2% |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q2 2026 | 31.03.2026 | 01.05.2026 | 974,3 Mio. USD | 5,44 |
| Q1 2025 | 31.12.2025 | 30.01.2026 | 871,0 Mio. USD | 4,51 |
| Q3 2025 | 30.06.2025 | 01.08.2025 | 890,2 Mio. USD | 3,81 |
| Q2 2025 | 31.03.2025 | 02.05.2025 | 834,0 Mio. USD | 3,50 |
| Q1 2024 | 31.12.2024 | 04.02.2025 | 749,5 Mio. USD | 2,72 |
| Q3 2024 | 30.06.2024 | 02.08.2024 | 768,4 Mio. USD | 2,67 |
| Q2 2024 | 31.03.2024 | 03.05.2024 | 705,7 Mio. USD | 2,29 |
| Q1 2023 | 31.12.2023 | 02.02.2024 | 634,4 Mio. USD | 1,87 |
| Q3 2023 | 30.06.2023 | 04.08.2023 | 584,5 Mio. USD | 0,81 |
Einreichungs-Historie (10-K / 10-Q / 20-F / 6-K)
SEC-Einreichungs-Historie der letzten sechs Jahre (Datum = US-Kalendertag,
SEC/ET): Quartalsberichte (10-Q) und Jahresberichte (10-K); ausländische
Emittenten (ADR/Foreign Private Issuer) reichen stattdessen Jahresberichte
(20-F/40-F) und Zwischenmitteilungen (6-K) ein — dort liegt im SEC-Index
keine Berichtsperiode vor, Periode und Verzögerung bleiben leer. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht (US) | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 01.05.2026 | 10-Q | 31.03.2026 | 31 Tage | SEC » |
| 30.01.2026 | 10-Q | 31.12.2025 | 30 Tage | SEC » |
| 21.11.2025 | 10-K | 30.09.2025 | 52 Tage | SEC » |
| 01.08.2025 | 10-Q | 30.06.2025 | 32 Tage | SEC » |
| 02.05.2025 | 10-Q | 31.03.2025 | 32 Tage | SEC » |
| 04.02.2025 | 10-Q | 31.12.2024 | 35 Tage | SEC » |
| 22.11.2024 | 10-K | 30.09.2024 | 53 Tage | SEC » |
| 02.08.2024 | 10-Q | 30.06.2024 | 33 Tage | SEC » |
| 03.05.2024 | 10-Q | 31.03.2024 | 33 Tage | SEC » |
| 02.02.2024 | 10-Q | 31.12.2023 | 33 Tage | SEC » |
| 07.12.2023 | 10-K | 30.09.2023 | 68 Tage | SEC » |
| 04.08.2023 | 10-Q | 30.06.2023 | 35 Tage | SEC » |
| 10.05.2023 | 10-Q | 31.03.2023 | 40 Tage | SEC » |
| 03.02.2023 | 10-Q | 31.12.2022 | 34 Tage | SEC » |
| 06.12.2022 | 10-K | 30.09.2022 | 67 Tage | SEC » |
| 04.08.2022 | 10-Q | 30.06.2022 | 35 Tage | SEC » |
| 29.04.2022 | 10-Q | 31.03.2022 | 29 Tage | SEC » |
| 02.02.2022 | 10-Q | 31.12.2021 | 33 Tage | SEC » |
| 03.12.2021 | 10-K | 30.09.2021 | 64 Tage | SEC » |
| 05.08.2021 | 10-Q | 30.06.2021 | 36 Tage | SEC » |
| 30.04.2021 | 10-Q | 31.03.2021 | 30 Tage | SEC » |
| 05.02.2021 | 10-Q | 31.12.2020 | 36 Tage | SEC » |
| 07.12.2020 | 10-K | 30.09.2020 | 68 Tage | SEC » |
| 07.08.2020 | 10-Q | 30.06.2020 | 38 Tage | SEC » |
Proxy-/Governance-Filings
Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.
| Datum (US) | Kategorie | HV-Termin (US) | Stichtag (US) | Form | |
|---|---|---|---|---|---|
| 03.02.2026 | HV-Einladung | — | — | DEFA14A | SEC » |
| 07.01.2026 | HV-Einladung | — | — | DEFA14A | SEC » |
| 07.01.2026 | HV-Einladung | 19.02.2026 Jahres-HV | 26.12.2025 | DEF 14A | SEC » |
| 07.01.2025 | HV-Einladung | — | — | DEFA14A | SEC » |
| 07.01.2025 | HV-Einladung | 20.02.2025 Jahres-HV | 27.12.2024 | DEF 14A | SEC » |
| 09.01.2024 | HV-Einladung | — | — | DEFA14A | SEC » |
| 09.01.2024 | HV-Einladung | 22.02.2024 Jahres-HV | 27.12.2023 | DEF 14A | SEC » |
| 09.01.2023 | HV-Einladung | — | — | DEFA14A | SEC » |
| 09.01.2023 | HV-Einladung | 23.02.2023 Jahres-HV | 27.12.2022 | DEF 14A | SEC » |
| 10.01.2022 | HV-Einladung | — | — | DEFA14A | SEC » |
| 10.01.2022 | HV-Einladung | 24.02.2022 Jahres-HV | 27.12.2021 | DEF 14A | SEC » |
| 11.01.2021 | HV-Einladung | — | — | DEFA14A | SEC » |
| 11.01.2021 | HV-Einladung | 25.02.2021 Jahres-HV | 28.12.2020 | DEF 14A | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termin = Datum der Aktionärsversammlung, Stichtag (Record Date) = Nachweisstichtag für die Stimmberechtigung (aus dem Dokument extrahiert).
Filing-Analyse (10-K / 10-Q)
Narrative-Analyse der letzten Quartals-/Jahresberichte durch Claude (nur Coverage-Gruppen-Mitglieder). Keine Anlageberatung — der qualitative Score dient der Einordnung, nicht als Kaufempfehlung; siehe allgemeiner Hinweis am Seitenende.
🔒 Die aufklappbare Detailanalyse (Red Flags, Risiko-Änderungen, Guidance-Zitate, voller Wortlaut) ist Teil des Kunden-Abos — freischalten.
| Datum | Form | Stimmung | Guidance | Risiko-Δ | Qualitativ | Zusammenfassung | |
|---|---|---|---|---|---|---|---|
| 30.01.2026 | 10-Q | 0,55 | k. A. | 0,00 | 72 | IES Holdings erzielte im ersten Quartal des Geschäftsjahres 2026 (Q1 FY2026, endend 31. Dezember 2025) ein starkes Umsatzwachstum von 16,2% auf 870,9 Mio. USD, getragen von außerordentlicher Nachfrage im Rechenzentrumsmarkt, die im Communications-Se… | 🔒 |
| 21.11.2025 | 10-K | -0,15 | k. A. | 0,00 | 47 | Das vorliegende 10-K-Filing von IES Holdings enthält eine nicht verwertbare MD&A-Sektion (nur Einleitungssatz extrahiert) und keine Forward-Looking Statements, wodurch eine Einschätzung der operativen Entwicklung und Guidance kaum möglich ist. Die R… | 🔒 |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Tags | Schwere | Filing | Auszug |
|---|---|---|---|---|---|
| 21.11.2025 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | furnished with this report as Exhibit 99.1. Item 5.02 Departure of Directors or Certain Officers; Election of… |
| 03.07.2025 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Executive Officer, effective July 1, 2025. Item 5.02 Departure of Directors or Certain Officers; Election of… |
| 19.05.2025 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 13.05.2025 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 22.11.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | furnished with this report as Exhibit 99.1. Item 5.02 Departure of Directors or Certain Officers; Election of… |
| 26.09.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 06.09.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 07.12.2023 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | with this report as Exhibit 99.1. Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 16.06.2023 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | (a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 25.02.2022 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 03.01.2022 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 03.12.2021 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 19.04.2021 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 05.10.2020 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 of the Company’s Current Report on Form 8-K filed on August 3, 2020, which is incorporated herein by… |
8-K-Ereignisse (KI)
🔒 Die vollständige KI-Einordnung je 8-K ist Teil des Kunden-Abos — freischalten.
| Datum | Ereignis | Sentiment | Materialität | Zusammenfassung | Filing |
|---|---|---|---|---|---|
| 01.05.2026 | Quartalszahlen | 0,00 | 60 | IES Holdings kündigte die Finanzergebnisse für das zweite Quartal des Geschäftsjahres 2026 an. Die Ergebnisse und eine Earnings-Präsentation… 🔒 | SEC |
| 20.02.2026 | HV-Abstimmung | 0,00 | 35 | Auf der Jahreshauptversammlung am 19. Februar 2026 wählten die Aktionäre alle Director-Kandidaten, ratifizierten Ernst & Young LLP als Wirts… 🔒 | SEC |
| 30.01.2026 | Quartalszahlen | 0,00 | 65 | IES Holdings kündigte am 30. Januar 2026 die Ergebnisse für das erste Quartal 2026 an und veröffentlichte eine Earnings-Präsentation auf sei… 🔒 | SEC |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-06-30 | 108.854 | 722,97 | 78.698.176 |
| 2026-06-29 | 109.055 | 714,90 | 77.963.420 |
| 2026-06-26 | 26 | 766,54 | 19.930 |
| 2026-06-17 | 83 | 695,81 | 57.752 |
| 2026-06-15 | 48.894 | 749,83 | 36.662.188 |
| 2026-06-05 | 276 | 742,09 | 204.817 |
| 2026-06-03 | 399 | 704,89 | 281.251 |
| 2026-06-02 | 2 | 677,43 | 1.355 |
| 2026-05-27 | 158 | 696,85 | 110.102 |
| 2026-05-21 | 108 | 655,88 | 70.835 |
| 2026-05-20 | 264 | 639,44 | 168.812 |
| 2026-05-19 | 293 | 654,28 | 191.704 |
| 2026-05-15 | 1.077 | 697,21 | 750.895 |
| 2026-05-06 | 1.085 | 661,40 | 717.619 |
| 2026-05-04 | 53 | 655,64 | 34.749 |
| 2026-04-28 | 164 | 606,97 | 99.543 |
| 2026-04-27 | 715 | 599,80 | 428.857 |
| 2026-04-22 | 571 | 564,19 | 322.152 |
| 2026-04-20 | 39 | 537,58 | 20.966 |
| 2026-04-14 | 1.298 | 539,46 | 700.219 |
| 2026-04-06 | 56 | 482,50 | 27.020 |
| 2026-04-02 | 108 | 483,85 | 52.256 |
| 2026-03-27 | 57 | 468,92 | 26.728 |
| 2026-03-26 | 344 | 501,27 | 172.437 |
| 2026-03-17 | 69 | 452,24 | 31.205 |
| 2026-03-13 | 1.121 | 435,50 | 488.196 |
| 2026-03-11 | 4.480 | 448,38 | 2.008.742 |
| 2026-03-06 | 3.836 | 426,01 | 1.634.174 |
| 2026-02-27 | 1.783 | 515,05 | 918.334 |
| 2026-02-23 | 300 | 519,67 | 155.901 |
| 2026-02-17 | 29 | 518,16 | 15.027 |
| 2026-02-10 | 1.039 | 489,52 | 508.611 |
| 2026-02-09 | 644 | 455,88 | 293.587 |
| 2026-02-04 | 2.915 | 420,62 | 1.226.107 |