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 % | 29.86 | +2.0 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 27.69 | +10.0 % vs SMA200 | |
| EMA20 vs EMA50 | Bärisch | 5 % | 29.26 | EMA50: 29.39 | |
| MACD-Histogramm | Bullisch | 10 % | 0.238 | Bullisch | |
| RSI(14) | Neutral | 10 % | 62.8 | Neutral (30–70) | |
| Stoch %K(14) | Bärisch | 5 % | 93.7 | Überkauft | |
| ADX(14)+DI | Neutral | 10 % | 17.5 | +DI: 30.0 / −DI: 15.6 | |
| Z-Score(60) | Neutral | 5 % | 0.49 | In Range | |
| 52W-Position | Neutral | 5 % | 78.1 % | Hoch 32.51 / Tief 23.12 | |
| Bollinger(20,2σ) | Bärisch | 5 % | 107.8 % | Upper 30.25 / Mid 28.94 / Lower 27.64 | |
| LinReg-Slope(60) | Neutral | 10 % | -0.0335 | R²=0.19 / annualisiert -28.4 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-02-26 | McCurdy Michael W. | Officer, Chief Banking Officer | Open Market Sale | -17.333 | 31,04 | -538.016,32 | -388,5% | |
| 2025-11-04 | Callahan Mary Anne | Director | Open Market Purchase | 4.000 | 24,67 | 98.680,00 | +71,2% | |
| 2025-11-04 | Hollister Thomas J | Director | Open Market Purchase | 4.200 | 24,66 | 103.572,00 | +74,8% | |
| 2025-11-03 | Hughes William H III | Director | Open Market Purchase | 635 | 24,26 | 15.405,10 | +11,1% | |
| 2025-11-03 | Carlson Carl M | Officer, CFO & Chief Strategy Officer | Open Market Purchase | 2.000 | 24,69 | 49.380,00 | +35,7% | |
| 2025-09-12 | Hill Willard I JR | Director | Open Market Sale | -1.000 | 25,96 | -25.960,00 | -18,7% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 12.181.721 | 12.363.035 | -181.314 | 365.451.632 | Reduziert | -1,5% | |
| VANGUARD GROUP INC | 9.603.540 | 0 | 9.603.540 | 253.245.350 | Neu | +100,0% | |
| MILLENNIUM MANAGEMENT LLC | 5.111.881 | 656.993 | 4.454.888 | 153.356.430 | Aufgestockt | +678,1% | |
| DIMENSIONAL FUND ADVISORS LP | 4.818.522 | 4.875.511 | -56.989 | 144.552.440 | Reduziert | -1,2% | |
| FULLER & THALER ASSET MANAGEMENT, INC. | 4.770.552 | 4.878.380 | -107.828 | 143.116.559 | Reduziert | -2,2% | |
| STATE STREET CORP | 4.753.986 | 5.054.040 | -300.054 | 142.619.580 | Reduziert | -5,9% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.766.184 | 0 | 3.766.184 | 112.985.520 | Neu | +100,0% | |
| Azora Capital LP | 3.137.941 | 3.133.051 | 4.890 | 94.138.230 | Aufgestockt | +0,2% | |
| HoldCo Asset Management, LP | 2.061.000 | 2.061.000 | 0 | 61.830.000 | Unverändert | 0,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 2.044.360 | 1.983.571 | 60.789 | 61.342.308 | Aufgestockt | +3,1% | |
| Verition Fund Management LLC | 2.015.022 | 2.270.482 | -255.460 | 60.450.660 | Reduziert | -11,3% | |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.825.962 | 2.036.828 | -210.866 | 54.778.860 | Reduziert | -10,4% | |
| GOLDMAN SACHS GROUP INC | 1.423.076 | 1.275.279 | 147.797 | 42.692.267 | Aufgestockt | +11,6% | |
| MORGAN STANLEY | 1.336.199 | 1.565.804 | -229.605 | 40.086.014 | Reduziert | -14,7% | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.203.607 | 1.337.669 | -134.062 | 36.108.210 | Reduziert | -10,0% | |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.127.856 | 1.140.629 | -12.773 | 33.835.704 | Reduziert | -1,1% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.090.223 | 1.118.341 | -28.118 | 32.706.690 | Reduziert | -2,5% | |
| Nuveen, LLC | 861.383 | 714.103 | 147.280 | 25.841.490 | Aufgestockt | +20,6% | |
| NORTHERN TRUST CORP | 826.479 | 820.399 | 6.080 | 24.794.370 | Aufgestockt | +0,7% | |
| AMERICAN CENTURY COMPANIES INC | 800.820 | 890.144 | -89.324 | 24.024.619 | Reduziert | -10,0% | |
| TWO SIGMA INVESTMENTS, LP | 628.705 | 565.605 | 63.100 | 18.861.150 | Aufgestockt | +11,2% | |
| BANK OF AMERICA CORP /DE/ | 626.104 | 612.855 | 13.249 | 18.783.120 | Aufgestockt | +2,2% | |
| STRATEGIC VALUE BANK PARTNERS LLC | 623.747 | 623.747 | 0 | 18.712.410 | Unverändert | 0,0% | |
| RENAISSANCE TECHNOLOGIES LLC | 570.440 | 797.158 | -226.718 | 17.113.200 | Reduziert | -28,4% | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 527.146 | 507.886 | 19.260 | 15.814.380 | Aufgestockt | +3,8% | |
| Ategra Capital Management, LLC | 511.288 | 511.288 | 0 | 15.338.640 | Unverändert | 0,0% | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 469.780 | 500.742 | -30.962 | 14.093.400 | Reduziert | -6,2% | |
| Invesco Ltd. | 444.135 | 447.603 | -3.468 | 13.324.054 | Reduziert | -0,8% | |
| UBS Group AG | 423.682 | 713.489 | -289.807 | 12.710.460 | Reduziert | -40,6% | |
| PRINCIPAL FINANCIAL GROUP INC | 407.331 | 399.888 | 7.443 | 12.219.930 | Aufgestockt | +1,9% | |
| JPMORGAN CHASE & CO | 458.033 | 0 | 458.033 | 12.078.329 | Neu | +100,0% | |
| Bayview Asset Management, LLC | 394.828 | 544.828 | -150.000 | 11.844.840 | Reduziert | -27,5% | |
| Glendon Capital Management LP | 381.184 | 381.184 | 0 | 11.435.520 | Unverändert | 0,0% | |
| Empowered Funds, LLC | 331.066 | 0 | 331.066 | 9.931.980 | Neu | +100,0% | |
| ROYCE & ASSOCIATES LP | 317.591 | 316.854 | 737 | 9.527.730 | Aufgestockt | +0,2% | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 299.859 | 290.374 | 9.485 | 8.995.770 | Aufgestockt | +3,3% | |
| Nearwater Capital Markets, Ltd | 329.500 | 0 | 329.500 | 8.688.915 | Neu | +100,0% | |
| MALTESE CAPITAL MANAGEMENT LLC | 260.000 | 220.000 | 40.000 | 7.800.000 | Aufgestockt | +18,2% | |
| AQR CAPITAL MANAGEMENT LLC | 252.285 | 252.240 | 45 | 7.568.556 | Aufgestockt | 0,0% | |
| RHUMBLINE ADVISERS | 239.515 | 233.891 | 5.624 | 7.185.450 | Aufgestockt | +2,4% | |
| AMERIPRISE FINANCIAL INC | 217.971 | 360.815 | -142.844 | 6.539.117 | Reduziert | -39,6% | |
| LPL Financial LLC | 216.611 | 216.193 | 418 | 6.498.319 | Aufgestockt | +0,2% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 210.814 | 217.199 | -6.385 | 6.324.420 | Reduziert | -2,9% | |
| ALLIANCEBERNSTEIN L.P. | 234.250 | 117.349 | 116.901 | 6.177.173 | Aufgestockt | +99,6% | |
| MENDON CAPITAL ADVISORS CORP | 199.731 | 106.393 | 93.338 | 5.991.930 | Aufgestockt | +87,7% | |
| Legal & General Group Plc | 186.378 | 203.893 | -17.515 | 5.591.340 | Reduziert | -8,6% | |
| GRACE & WHITE INC /NY | 186.349 | 186.349 | 0 | 5.590.470 | Unverändert | 0,0% | |
| Curi Capital, LLC | 170.120 | 87.182 | 82.938 | 5.103.600 | Aufgestockt | +95,1% | |
| Swiss National Bank | 166.256 | 166.256 | 0 | 4.987.680 | Unverändert | 0,0% | |
| Interval Partners, LP | 165.640 | 0 | 165.640 | 4.969.200 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12.181.721 | 12.363.035 | -1,5% | 365.451.632 | 17,41 |
| MILLENNIUM MANAGEMENT LLC | 5.111.881 | 656.993 | +678,1% | 153.356.430 | 7,31 |
| DIMENSIONAL FUND ADVISORS LP | 4.818.522 | 4.875.511 | -1,2% | 144.552.440 | 6,89 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 4.770.552 | 4.878.380 | -2,2% | 143.116.559 | 6,82 |
| STATE STREET CORP | 4.753.986 | 5.054.040 | -5,9% | 142.619.580 | 6,79 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.766.184 | 0 | +100,0% | 112.985.520 | 5,38 |
| Azora Capital LP | 3.137.941 | 3.133.051 | +0,2% | 94.138.230 | 4,48 |
| HoldCo Asset Management, LP | 2.061.000 | 2.061.000 | 0,0% | 61.830.000 | 2,95 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.044.360 | 1.983.571 | +3,1% | 61.342.308 | 2,92 |
| Verition Fund Management LLC | 2.015.022 | 2.270.482 | -11,3% | 60.450.660 | 2,88 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.825.962 | 2.036.828 | -10,4% | 54.778.860 | 2,61 |
| GOLDMAN SACHS GROUP INC | 1.423.076 | 1.275.279 | +11,6% | 42.692.267 | 2,03 |
| MORGAN STANLEY | 1.336.199 | 1.565.804 | -14,7% | 40.086.014 | 1,91 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.203.607 | 1.337.669 | -10,0% | 36.108.210 | 1,72 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.127.856 | 1.140.629 | -1,1% | 33.835.704 | 1,61 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.090.223 | 1.118.341 | -2,5% | 32.706.690 | 1,56 |
| Nuveen, LLC | 861.383 | 714.103 | +20,6% | 25.841.490 | 1,23 |
| NORTHERN TRUST CORP | 826.479 | 820.399 | +0,7% | 24.794.370 | 1,18 |
| AMERICAN CENTURY COMPANIES INC | 800.820 | 890.144 | -10,0% | 24.024.619 | 1,14 |
| TWO SIGMA INVESTMENTS, LP | 628.705 | 565.605 | +11,2% | 18.861.150 | 0,90 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 287 | 80,9 | 2.395 |
| 31.12.2025 | ✓ | 278 | 84,1 | 2.195 |
| 30.09.2025 | ✓ | 277 | 75,1 | 1.748 |
| 30.06.2025 | ✓ | 229 | 44,8 | 1.084 |
| 31.03.2025 | ✓ | 224 | 44,7 | 1.120 |
| 31.12.2024 | ✓ | 209 | 40,9 | 1.115 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| HoldCo Asset Management, LP | 2.061.000 | 54.348.570 |
| Nearwater Capital Markets, Ltd | 329.500 | 8.688.915 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 209.293 | 5.519.056 |
| Ruffer LLP | 130.048 | 3.434.480 |
| Jefferies Financial Group Inc. | 115.569 | 3.047.555 |
| Curi Capital, LLC | 87.182 | 2.298.990 |
| Artemis Investment Management LLP | 72.849 | 1.921.028 |
| Edgestream Partners, L.P. | 57.052 | 1.504.461 |
| HSBC HOLDINGS PLC | 50.729 | 1.338.677 |
| North Reef Capital Management LP | 50.344 | 1.327.571 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Azora Capital LP | 3.133.051 | 2.568.074 | +454.5 % | 82.618.555 |
| Verition Fund Management LLC | 2.270.482 | 1.451.245 | +177.1 % | 59.872.610 |
| STATE STREET CORP | 5.054.040 | 728.883 | +16.9 % | 133.275.035 |
| MILLENNIUM MANAGEMENT LLC | 656.993 | 623.028 | +1834.3 % | 17.324.905 |
| GOLDMAN SACHS GROUP INC | 1.275.279 | 582.448 | +84.1 % | 33.629.100 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 2.036.828 | 417.632 | +25.8 % | 53.711.154 |
| MORGAN STANLEY | 1.565.804 | 361.195 | +30.0 % | 41.290.262 |
| ROYCE & ASSOCIATES LP | 316.854 | 303.385 | +2252.5 % | 8.355.440 |
| BlackRock, Inc. | 12.363.035 | 290.369 | +2.4 % | 326.013.234 |
| Glendon Capital Management LP | 381.184 | 208.771 | +121.1 % | 10.051.822 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Invesco Ltd. | 447.603 | -1.183.589 | -72.6 % | 11.803.295 |
| AMERICAN CENTURY COMPANIES INC | 890.144 | -629.758 | -41.4 % | 23.473.132 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 500.742 | -407.210 | -44.8 % | 13.204.567 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 4.878.380 | -403.636 | -7.6 % | 128.642.887 |
| TWO SIGMA ADVISERS, LP | 18.900 | -298.442 | -94.0 % | 498.393 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.285.066 | -184.938 | -12.6 % | 33.887.190 |
| JPMORGAN CHASE & CO | 458.033 | -168.392 | -26.9 % | 12.078.329 |
| ExodusPoint Capital Management, LP | 114.499 | -156.838 | -57.8 % | 3.019.339 |
| FIRST TRUST ADVISORS LP | 28.051 | -152.835 | -84.5 % | 739.704 |
| AMERIPRISE FINANCIAL INC | 360.815 | -126.813 | -26.0 % | 9.514.688 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 29.04.2026 | Vanguard Portfolio Management | Passiv (13G) | 6,19 % | 5.192.136 | Neu | |
| 29.04.2026 | Vanguard Capital Management | Passiv (13G) | 5,25 % | 4.403.534 | Neu | |
| 26.03.2026 | Israel A. Englander | Passiv (13G) | 5,60 % | 4.701.289 | Neu | |
| 26.03.2026 | Integrated Core Strategies (US) LLC | Passiv (13G) | 5,40 % | 4.565.343 | Neu | |
| 26.03.2026 | Millennium Group Management LLC | Passiv (13G) | 5,60 % | 4.701.289 | Neu | |
| 26.03.2026 | Millennium Management LLC | Passiv (13G) | 5,60 % | 4.701.289 | Neu | |
| 26.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -11,51 pp | |
| 14.08.2025 | Fuller & Thaler Asset Management, Inc. | Passiv (13G) | 5,90 % | 2.734.140 | Neu | |
| 11.08.2025 | STATE STREET CORPORATION | Passiv (13G) | 5,20 % | 2.393.791 | +0,20 pp | |
| 13.05.2025 | STATE STREET CORPORATION | Passiv (13G) | 5,00 % | 2.302.704 | -0,30 pp | |
| 25.04.2025 | BlackRock, Inc. | Passiv (13G/A) | 14,60 % | 6.769.632 | +1,30 pp | |
| 05.02.2025 | BlackRock, Inc. | Passiv (13G/A) | 13,30 % | 6.188.878 | Neu | |
| 05.02.2025 | STATE STREET CORPORATION | Passiv (13G) | 5,30 % | 2.258.466 | Neu | |
| 13.02.2024 | The Vanguard Group | Passiv (13G/A) | 11,51 % | 5.025.964 | -0,14 pp | |
| 09.02.2024 | Dimensional Fund Advisors LP | Passiv (13G/A) | 5,80 % | 2.525.556 | -1,20 pp | |
| 23.01.2024 | . BlackRock, Inc. | Passiv (13G/A) | 14,50 % | 6.338.165 | +0,10 pp | |
| 10.02.2023 | Dimensional Fund Advisors LP | Passiv (13G/A) | 7,00 % | 3.144.534 | +1,30 pp | |
| 09.02.2023 | The Vanguard Group | Passiv (13G/A) | 11,65 % | 5.246.761 | +0,96 pp | |
| 26.01.2023 | . BlackRock, Inc. | Passiv (13G/A) | 14,40 % | 6.490.805 | 0,00 pp | |
| 20.01.2023 | . BlackRock, Inc. | Passiv (13G) | 14,40 % | 6.490.805 | -0,30 pp | |
| 09.02.2022 | The Vanguard Group | Passiv (13G/A) | 10,69 % | 5.202.346 | +0,39 pp | |
| 08.02.2022 | Dimensional Fund Advisors LP | Passiv (13G/A) | 5,70 % | 2.775.007 | -0,90 pp | |
| 28.01.2022 | . BlackRock, Inc. | Passiv (13G/A) | 14,70 % | 7.167.441 | -0,10 pp |
US Congress Trades (STOCK Act)
| Datum | Mitglied | Partei | Kammer | Typ | Betrag-Bereich |
|---|---|---|---|---|---|
| 25.09.2025 | Lisa McClain | – | House | Verkauf | $1,001 – $15,000 |
Quelle: House eFD & Senate eFD (STOCK Act PTR). Betragsangaben sind Bereichsangaben — keine Exaktwerte. Tiefenanalyse für diese Aktie → · Alle Kongress-Bestände →
Stammdaten
Beacon Financial Corp. befasst sich mit der Erbringung von Finanzplanungs-, Beratungs- und Bankdienstleistungen.
Unternehmen & Branche
| Name | Beacon Financial Corp |
|---|---|
| Ticker | BBT |
| CIK | 0001108134 |
| Boerse | NYSE |
| Sektor | Financial Services |
| Industrie | Asset Management |
| SIC | 6036 · Savings Institutions, Not Federally Chartered |
Wertpapier & Kennzahlen
| CUSIP | 084680107 |
|---|---|
| ISIN | US0846801076 |
| Typ | Common Stock |
| Marktkapitalisierung | 2,49 Mrd. USD |
| KGV (P/E) | 28,81 |
| Beta | 0,56 |
| Dividendenrendite | 0,02 % |
Bewertung
| KBV (P/B) | 1,00 vs. 1,17 (2021) ▼ |
|---|---|
| KUV (P/S) | 83,29 vs. 3,18 (2021) ▲ |
| FCF-Rendite | 8,5 % vs. 6,0 % (2021) ▲ |
| Ausschüttungsquote | 69,9 % vs. 20,7 % (2021) ▲ |
Qualität & Bilanz
| Nettomarge | 301,4 % vs. 27,3 % (2021) ▲ |
|---|---|
| ROIC | 3,6 % vs. 10,0 % (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) | 1,17 | 1,34 | 0,90 | 1,08 | 0,93 | |
| KUV (P/S) | 3,18 | 3,21 | 2,62 | 3,30 | 77,23 | |
| FCF-Rendite | 6,0 % | 8,2 % | 9,7 % | 7,6 % | 9,2 % | |
| Buyback-Rendite | 5,0 % | 9,4 % | 2,2 % | 1,3 % | – | |
| Ausschüttungsquote | 20,7 % | 26,5 % | 63,9 % | 69,9 % | 69,9 % | |
| Qualität & Bilanz | ||||||
| Nettomarge | 27,3 % | 22,4 % | 18,2 % | 17,2 % | 301,4 % | |
| ROIC | 10,0 % | 9,3 % | 6,3 % | 5,6 % | 3,6 % | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 46.217.000 | 0,55 | 22.227.616.000 | 2.504.781.000 | |
| 2025-12-31 | 10-K | 29.947.000 | 90.271.000 | 1,03 | 23.220.372.000 | 2.496.061.000 |
| 2025-09-30 | 10-Q | -50.240.000 | -0,57 | 22.821.439.000 | 2.414.996.000 | |
| 2025-06-30 | 10-Q | 113.673.000 | 30.366.000 | 0,66 | 12.034.748.000 | 1.222.311.000 |
| 2025-03-31 | 10-Q | 110.443.000 | 25.719.000 | 0,56 | 12.013.199.000 | 1.196.760.000 |
| 2024-12-31 | 10-K | 400.000.000 | 61.003.000 | 1,43 | 12.273.408.000 | 1.167.424.000 |
| 2024-09-30 | 10-Q | 125.614.000 | 37.509.000 | 0,88 | 11.604.562.000 | 1.070.451.000 |
| 2024-06-30 | 10-Q | 108.665.000 | 24.025.000 | 0,57 | 12.219.454.000 | 1.012.942.000 |
| 2024-03-31 | 10-Q | 55.541.000 | -20.188.000 | -0,47 | 12.146.611.000 | 1.009.923.000 |
| 2023-12-31 | 10-K | 411.829.000 | 69.598.000 | 1,60 | 12.430.821.000 | 1.012.221.000 |
| 2023-09-30 | 10-Q | 107.799.000 | 19.545.000 | 0,45 | 12.139.953.000 | 951.009.000 |
| 2023-06-30 | 10-Q | 109.853.000 | 23.861.000 | 0,55 | 12.090.321.000 | 973.381.000 |
| 2023-03-31 | 10-Q | 114.139.000 | 27.637.000 | 0,63 | 12.319.976.000 | 995.480.000 |
| 2022-12-31 | 10-K | 413.534.000 | 92.533.000 | 2,02 | 11.662.864.000 | 954.062.000 |
| 2022-09-30 | 10-Q | 108.335.000 | 18.717.000 | 0,42 | 11.317.074.000 | 942.562.000 |
| 2022-06-30 | 10-Q | 97.709.000 | 23.115.000 | 0,50 | 11.578.968.000 | 1.014.050.000 |
| 2022-03-31 | 10-Q | 89.744.000 | 20.196.000 | 0,42 | 12.097.008.000 | 1.093.861.000 |
| 2021-12-31 | 10-K | 434.414.000 | 118.664.000 | 2,39 | 11.554.913.000 | 1.182.435.000 |
| 2021-09-30 | 10-Q | 145.003.000 | 63.749.000 | 1,31 | 11.845.876.000 | 1.178.075.000 |
| 2021-06-30 | 10-Q | 97.404.000 | 21.636.000 | 0,43 | 12.273.325.000 | 1.175.389.000 |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|
| Deposit Account | 19,7 Mio. | 10,5 Mio. | 11,6 Mio. | 58,8 % | +86,6% | |
| Wealth Management Fees | 9,7 Mio. | 6,0 Mio. | 4,6 Mio. | 29,1 % | +62,7% | |
| Financial Service Other | 4,1 Mio. | 2,4 Mio. | 2,0 Mio. | 12,1 % | +69,5% |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 11.05.2026 | – | 0,55 |
| Q3 2025 | 30.09.2025 | 10.11.2025 | – | -0,57 |
| Q2 2025 | 30.06.2025 | 11.08.2025 | 113,7 Mio. USD | 0,66 |
| Q1 2025 | 31.03.2025 | 11.05.2026 | 110,4 Mio. USD | 0,21 |
| Q3 2024 | 30.09.2024 | 10.11.2025 | 125,6 Mio. USD | 0,23 |
| Q2 2024 | 30.06.2024 | 11.08.2025 | 108,7 Mio. USD | 0,57 |
| Q1 2024 | 31.03.2024 | 12.05.2025 | 55,5 Mio. USD | -0,47 |
| Q3 2023 | 30.09.2023 | 12.11.2024 | 107,8 Mio. USD | 0,45 |
| Q2 2023 | 30.06.2023 | 09.08.2024 | 109,9 Mio. USD | 0,55 |
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 | |
|---|---|---|---|---|
| 11.05.2026 | 10-Q | 31.03.2026 | 41 Tage | SEC » |
| 02.03.2026 | 10-K | 31.12.2025 | 61 Tage | SEC » |
| 10.11.2025 | 10-Q | 30.09.2025 | 41 Tage | SEC » |
| 11.08.2025 | 10-Q | 30.06.2025 | 42 Tage | SEC » |
| 12.05.2025 | 10-Q | 31.03.2025 | 42 Tage | SEC » |
| 19.03.2025 | 10-K/A | 31.12.2024 | 78 Tage | SEC » |
| 03.03.2025 | 10-K | 31.12.2024 | 62 Tage | SEC » |
| 12.11.2024 | 10-Q | 30.09.2024 | 43 Tage | SEC » |
| 09.08.2024 | 10-Q | 30.06.2024 | 40 Tage | SEC » |
| 10.05.2024 | 10-Q | 31.03.2024 | 40 Tage | SEC » |
| 28.02.2024 | 10-K | 31.12.2023 | 59 Tage | SEC » |
| 09.11.2023 | 10-Q | 30.09.2023 | 40 Tage | SEC » |
| 09.08.2023 | 10-Q | 30.06.2023 | 40 Tage | SEC » |
| 10.05.2023 | 10-Q | 31.03.2023 | 40 Tage | SEC » |
| 01.03.2023 | 10-K | 31.12.2022 | 60 Tage | SEC » |
| 09.11.2022 | 10-Q | 30.09.2022 | 40 Tage | SEC » |
| 09.08.2022 | 10-Q | 30.06.2022 | 40 Tage | SEC » |
| 10.05.2022 | 10-Q | 31.03.2022 | 40 Tage | SEC » |
| 01.03.2022 | 10-K | 31.12.2021 | 60 Tage | SEC » |
| 09.11.2021 | 10-Q | 30.09.2021 | 40 Tage | SEC » |
| 09.08.2021 | 10-Q | 30.06.2021 | 40 Tage | SEC » |
| 10.05.2021 | 10-Q | 31.03.2021 | 40 Tage | SEC » |
| 01.03.2021 | 10-K | 31.12.2020 | 60 Tage | SEC » |
| 09.11.2020 | 10-Q | 30.09.2020 | 40 Tage | SEC » |
| 10.08.2020 | 10-Q | 30.06.2020 | 41 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 16.12.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | or “blue sky” laws. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of… |
| 14.05.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 22.03.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 14.09.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 10.04.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 02.02.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 26.01.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Original Filing. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain… |
| 30.12.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 13.10.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 12.09.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 14.03.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 21.12.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 29.10.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors of Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 25.08.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 25.05.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 02.04.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 18.03.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 12.03.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 26.01.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 13.08.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-05-14 | 3 | 28,38 | 85 |
| 2026-05-08 | 4.619 | 28,88 | 133.397 |
| 2026-05-06 | 774 | 28,70 | 22.214 |
| 2026-04-29 | 12.320 | 31,82 | 392.022 |
| 2026-04-06 | 35 | 30,25 | 1.059 |
| 2026-03-27 | 250 | 29,63 | 7.408 |
| 2026-03-26 | 250 | 29,77 | 7.443 |
| 2026-03-19 | 91 | 28,53 | 2.596 |
| 2026-03-05 | 5 | 30,08 | 150 |
| 2026-02-27 | 23 | 31,05 | 714 |
| 2026-02-26 | 1.989 | 31,19 | 62.037 |
| 2026-02-09 | 105 | 31,57 | 3.315 |
| 2026-02-02 | 601 | 28,35 | 17.038 |
| 2026-01-16 | 270 | 27,39 | 7.395 |
| 2025-12-22 | 8.662 | 27,50 | 238.205 |
| 2025-12-18 | 10.720 | 27,96 | 299.731 |
| 2025-12-16 | 78 | 27,46 | 2.142 |
Hinweis
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