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 % | 441.87 | +9.3 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 356.73 | +35.4 % vs SMA200 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 467.35 | EMA50: 442.08 | |
| MACD-Histogramm | Bärisch | 10 % | -0.725 | Bearisch | |
| RSI(14) | Neutral | 10 % | 58.7 | Neutral (30–70) | |
| Stoch %K(14) | Bärisch | 5 % | 81.7 | Überkauft | |
| ADX(14)+DI | Neutral | 10 % | 10.6 | +DI: 18.2 / −DI: 20.1 | |
| Z-Score(60) | Neutral | 5 % | 1.20 | In Range | |
| 52W-Position | Bullisch | 5 % | 98.2 % | Hoch 487.14 / Tief 250.48 | |
| Bollinger(20,2σ) | Bärisch | 5 % | 85.2 % | Upper 488.66 / Mid 469.08 / Lower 449.50 | |
| LinReg-Slope(60) | Bullisch | 10 % | +2.5857 | R²=0.84 / annualisiert +153.6 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-05-20 | Norwood Anthony R | Officer, EVP & CHRO | Open Market Sale | -292 | 468,77 | -136.880,84 | -28,3% | |
| 2026-02-17 | EISNOR DI-ANN | Director | Open Market Sale | -500 | 389,88 | -194.939,80 | -40,3% | |
| 2026-02-13 | RAMU RAYMOND R | Officer, Exec. VP & Chief Customer Off. | Open Market Sale | -3.709 | 387,73 | -1.438.107,26 | -297,0% | |
| 2026-02-13 | SUGAR PATRICK D | Officer, EVP Operations | Open Market Sale | -2.706 | 386,74 | -1.046.518,71 | -216,2% | |
| 2026-02-13 | RAMU RAYMOND R | Officer, Exec. VP & Chief Customer Off. | Open Market Sale | -1.517 | 388,48 | -589.318,70 | -121,7% | |
| 2026-02-13 | Benton Kelly W | Officer, VP & CAO | Open Market Sale | -800 | 389,00 | -311.200,00 | -64,3% | |
| 2026-02-13 | HOLZGREFE FREDERICK J III | Officer, President & CEO | Open Market Sale | -4.775 | 388,80 | -1.856.535,28 | -383,5% | |
| 2026-02-13 | Batteh Matthew J | Officer, Chief Financial Officer | Open Market Sale | -150 | 389,50 | -58.425,60 | -12,1% | |
| 2026-02-13 | Batteh Matthew J | Officer, Chief Financial Officer | Open Market Sale | -766 | 388,94 | -297.928,12 | -61,5% | |
| 2026-02-12 | Batteh Matthew J | Officer, Chief Financial Officer | Open Market Sale | -1.110 | 375,71 | -417.037,43 | -86,1% | |
| 2025-12-08 | EISNOR DI-ANN | Director | Open Market Sale | -297 | 336,73 | -100.008,81 | -20,7% | |
| 2025-12-02 | Benton Kelly W | Officer, VP & CAO | Open Market Sale | -1.000 | 314,43 | -314.427,50 | -64,9% | |
| 2025-11-26 | EPPS DONNA E | Director | Open Market Purchase | 422 | 277,60 | 117.145,09 | +24,2% | |
| 2025-11-26 | EPPS DONNA E | Director | Open Market Sale | -422 | 277,43 | -117.075,46 | -24,2% | |
| 2025-11-18 | RAMU RAYMOND R | Officer, Exec. VP & Chief Customer Off. | Open Market Sale | -1.000 | 266,57 | -266.570,00 | -55,1% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 2.389.103 | 2.328.611 | 60.492 | 839.244.370 | Aufgestockt | +2,6% | |
| ALLIANCEBERNSTEIN L.P. | 2.499.330 | 2.314.180 | 185.150 | 816.081.232 | Aufgestockt | +8,0% | |
| VANGUARD GROUP INC | 2.451.650 | 0 | 2.451.650 | 800.512.758 | Neu | +100,0% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.195.689 | 0 | 1.195.689 | 420.021.632 | Neu | +100,0% | |
| VIKING GLOBAL INVESTORS LP | 1.088.582 | 0 | 1.088.582 | 355.443.795 | Neu | +100,0% | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 986.821 | 1.090.786 | -103.965 | 346.650.481 | Reduziert | -9,5% | |
| STATE STREET CORP | 826.001 | 811.568 | 14.433 | 290.157.631 | Aufgestockt | +1,8% | |
| MORGAN STANLEY | 807.731 | 771.698 | 36.033 | 283.740.476 | Aufgestockt | +4,7% | |
| FIRST TRUST ADVISORS LP | 804.284 | 740.798 | 63.486 | 282.528.785 | Aufgestockt | +8,6% | |
| WASATCH ADVISORS LP | 708.880 | 734.205 | -25.325 | 249.015.366 | Reduziert | -3,4% | |
| Invesco Ltd. | 689.722 | 923.912 | -234.190 | 242.285.544 | Reduziert | -25,3% | |
| Capital World Investors | 555.352 | 407.265 | 148.087 | 195.084.051 | Aufgestockt | +36,4% | |
| JPMORGAN CHASE & CO | 569.918 | 0 | 569.918 | 186.089.644 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 513.390 | 497.944 | 15.446 | 180.385.875 | Aufgestockt | +3,1% | |
| DIMENSIONAL FUND ADVISORS LP | 454.986 | 477.249 | -22.263 | 159.800.076 | Reduziert | -4,7% | |
| VOYA INVESTMENT MANAGEMENT LLC | 387.501 | 253.020 | 134.481 | 135.874.819 | Aufgestockt | +53,2% | |
| Neuberger Berman Group LLC | 383.417 | 283.559 | 99.858 | 134.686.723 | Aufgestockt | +35,2% | |
| FIL Ltd | 382.500 | 625.000 | -242.500 | 134.364.600 | Reduziert | -38,8% | |
| NORGES BANK | 399.397 | 0 | 399.397 | 130.411.108 | Neu | +100,0% | |
| JANUS HENDERSON GROUP PLC | 322.397 | 325.645 | -3.248 | 113.249.388 | Reduziert | -1,0% | |
| CITADEL ADVISORS LLC | 308.420 | 132.576 | 175.844 | 108.341.777 | Aufgestockt | +132,6% | |
| Slate Path Capital LP | 308.000 | 0 | 308.000 | 108.194.240 | Neu | +100,0% | |
| Holocene Advisors, LP | 297.378 | 29.346 | 268.032 | 104.462.944 | Aufgestockt | +913,4% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 288.842 | 267.415 | 21.427 | 101.464.418 | Aufgestockt | +8,0% | |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 257.963 | 146.485 | 111.478 | 90.617.243 | Aufgestockt | +76,1% | |
| FMR LLC | 255.351 | 408.711 | -153.360 | 89.699.565 | Reduziert | -37,5% | |
| NORTHERN TRUST CORP | 235.853 | 226.732 | 9.121 | 82.850.441 | Aufgestockt | +4,0% | |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 227.777 | 75.999 | 151.778 | 80.014.000 | Aufgestockt | +199,7% | |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 182.492 | 184.718 | -2.226 | 64.105.753 | Reduziert | -1,2% | |
| MILLENNIUM MANAGEMENT LLC | 178.439 | 64.316 | 114.123 | 62.682.052 | Aufgestockt | +177,4% | |
| GOLDMAN SACHS GROUP INC | 178.389 | 172.895 | 5.494 | 62.664.426 | Aufgestockt | +3,2% | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 170.145 | 0 | 170.145 | 59.768.536 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 167.983 | 175.376 | -7.393 | 59.009.125 | Reduziert | -4,2% | |
| Junto Capital Management LP | 175.635 | 0 | 175.635 | 57.348.340 | Neu | +100,0% | |
| Capital Research Global Investors | 162.641 | 176.035 | -13.394 | 57.132.530 | Reduziert | -7,6% | |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 157.926 | 170.166 | -12.240 | 55.476.245 | Reduziert | -7,2% | |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 155.600 | 228.751 | -73.151 | 54.659.168 | Reduziert | -32,0% | |
| Stephens Investment Management Group LLC | 141.326 | 127.193 | 14.133 | 49.644.997 | Aufgestockt | +11,1% | |
| Capital International Investors | 139.775 | 1.115.424 | -975.649 | 49.100.162 | Reduziert | -87,5% | |
| Jain Global LLC | 135.839 | 0 | 135.839 | 47.717.524 | Neu | +100,0% | |
| UBS Group AG | 121.692 | 42.609 | 79.083 | 42.747.966 | Aufgestockt | +185,6% | |
| Allspring Global Investments Holdings, LLC | 118.743 | 146.995 | -28.252 | 42.139.516 | Reduziert | -19,2% | |
| BANK OF AMERICA CORP /DE/ | 119.297 | 87.974 | 31.323 | 41.906.650 | Aufgestockt | +35,6% | |
| RAYMOND JAMES FINANCIAL INC | 112.172 | 112.599 | -427 | 39.403.762 | Reduziert | -0,4% | |
| BALYASNY ASSET MANAGEMENT L.P. | 110.857 | 192.160 | -81.303 | 38.941.847 | Reduziert | -42,3% | |
| ENVESTNET ASSET MANAGEMENT INC | 110.481 | 107.881 | 2.600 | 38.809.734 | Aufgestockt | +2,4% | |
| AQR CAPITAL MANAGEMENT LLC | 108.258 | 11.596 | 96.662 | 37.596.944 | Aufgestockt | +833,6% | |
| ZWJ INVESTMENT COUNSEL INC | 104.559 | 102.548 | 2.011 | 36.729.011 | Aufgestockt | +2,0% | |
| AMERIPRISE FINANCIAL INC | 101.162 | 171.434 | -70.272 | 35.536.827 | Reduziert | -41,0% | |
| Life Cycle Investment Partners Ltd | 94.758 | 59.371 | 35.387 | 33.286.590 | Aufgestockt | +59,6% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2.389.103 | 2.328.611 | +2,6% | 839.244.370 | 10,44 |
| ALLIANCEBERNSTEIN L.P. | 2.499.330 | 2.314.180 | +8,0% | 816.081.232 | 10,15 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.195.689 | 0 | +100,0% | 420.021.632 | 5,22 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 986.821 | 1.090.786 | -9,5% | 346.650.481 | 4,31 |
| STATE STREET CORP | 826.001 | 811.568 | +1,8% | 290.157.631 | 3,61 |
| MORGAN STANLEY | 807.731 | 771.698 | +4,7% | 283.740.476 | 3,53 |
| FIRST TRUST ADVISORS LP | 804.284 | 740.798 | +8,6% | 282.528.785 | 3,51 |
| WASATCH ADVISORS LP | 708.880 | 734.205 | -3,4% | 249.015.366 | 3,10 |
| Invesco Ltd. | 689.722 | 923.912 | -25,3% | 242.285.544 | 3,01 |
| Capital World Investors | 555.352 | 407.265 | +36,4% | 195.084.051 | 2,43 |
| GEODE CAPITAL MANAGEMENT, LLC | 513.390 | 497.944 | +3,1% | 180.385.875 | 2,24 |
| JPMORGAN CHASE & CO | 490.396 | 569.918 | -14,0% | 164.778.331 | 2,05 |
| DIMENSIONAL FUND ADVISORS LP | 454.986 | 477.249 | -4,7% | 159.800.076 | 1,99 |
| VOYA INVESTMENT MANAGEMENT LLC | 387.501 | 253.020 | +53,2% | 135.874.819 | 1,69 |
| Neuberger Berman Group LLC | 383.417 | 283.559 | +35,2% | 134.686.723 | 1,68 |
| FIL Ltd | 382.500 | 625.000 | -38,8% | 134.364.600 | 1,67 |
| JANUS HENDERSON GROUP PLC | 322.397 | 325.645 | -1,0% | 113.249.388 | 1,41 |
| CITADEL ADVISORS LLC | 308.420 | 132.576 | +132,6% | 108.341.777 | 1,35 |
| Slate Path Capital LP | 308.000 | 0 | +100,0% | 108.194.240 | 1,35 |
| Holocene Advisors, LP | 297.378 | 29.346 | +913,4% | 104.462.944 | 1,30 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 446 | 29,5 | 9.068 |
| 31.12.2025 | ✓ | 423 | 30,2 | 8.757 |
| 30.09.2025 | ✓ | 426 | 31,1 | 8.373 |
| 30.06.2025 | ✓ | 422 | 29,7 | 6.912 |
| 31.03.2025 | ✓ | 448 | 32,4 | 9.695 |
| 31.12.2024 | ✓ | 468 | 32,2 | 12.916 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| NORGES BANK | 399.397 | 130.411.108 |
| Capital Research Global Investors | 176.035 | 57.478.948 |
| Junto Capital Management LP | 175.635 | 57.348.340 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 146.485 | 47.830.282 |
| Interval Partners, LP | 124.699 | 40.716.717 |
| Anomaly Capital Management, LP | 86.148 | 28.129.045 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 75.999 | 24.815.000 |
| MILLENNIUM MANAGEMENT LLC | 64.316 | 21.000.460 |
| Life Cycle Investment Partners Ltd | 59.371 | 19.385.818 |
| Amundi | 49.358 | 16.116.374 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Invesco Ltd. | 923.912 | 222.494 | +31.7 % | 301.675.746 |
| FIRST TRUST ADVISORS LP | 740.798 | 183.669 | +33.0 % | 241.885.452 |
| CITADEL ADVISORS LLC | 132.576 | 94.176 | +245.3 % | 43.288.715 |
| JPMORGAN CHASE & CO | 569.918 | 88.193 | +18.3 % | 186.089.644 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 170.166 | 85.968 | +102.1 % | 55.562.602 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 184.718 | 66.286 | +56.0 % | 60.314.265 |
| FIL Ltd | 625.000 | 62.500 | +11.1 % | 204.075.000 |
| ROYCE & ASSOCIATES LP | 72.431 | 60.700 | +517.4 % | 23.650.170 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.798.841 | 43.690 | +2.5 % | 587.358 |
| ALLIANCEBERNSTEIN L.P. | 2.314.180 | 40.784 | +1.8 % | 755.626.054 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Capital International Investors | 1.115.424 | -303.638 | -21.4 % | 364.226.170 |
| VIKING GLOBAL INVESTORS LP | 1.088.582 | -295.306 | -21.3 % | 355.443.795 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.090.786 | -120.803 | -10.0 % | 356.163.445 |
| MORGAN STANLEY | 771.698 | -115.016 | -13.0 % | 251.975.328 |
| T. Rowe Price Investment Management, Inc. | 557.291 | -101.284 | -15.4 % | 181.967 |
| Squarepoint Ops LLC | 90.000 | -91.952 | -50.5 % | 29.386.800 |
| FMR LLC | 408.711 | -70.097 | -14.6 % | 133.452.488 |
| Walleye Capital LLC | 28.912 | -68.064 | -70.2 % | 9.440.346 |
| BALYASNY ASSET MANAGEMENT L.P. | 192.160 | -67.397 | -26.0 % | 62.744.083 |
| BANK OF AMERICA CORP /DE/ | 87.974 | -64.329 | -42.2 % | 28.725.271 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 15.05.2026 | T. Rowe Price Associates, Inc. | Passiv (13G/A) | 8,70 % | 2.325.979 | +2,10 pp | |
| 30.04.2026 | Vanguard Capital Management | Passiv (13G) | 5,25 % | 1.400.154 | Neu | |
| 27.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -9,38 pp | |
| 17.02.2026 | Ott David C. | Passiv (13G/A) | 4,10 % | 1.088.582 | -0,92 pp | |
| 17.02.2026 | Viking Long Fund Master Ltd. | Passiv (13G/A) | 1,00 % | 269.662 | -0,30 pp | |
| 17.02.2026 | Viking Long Fund GP LLC | Passiv (13G/A) | 1,00 % | 269.662 | -0,30 pp | |
| 17.02.2026 | VIKING GLOBAL PERFORMANCE LLC | Passiv (13G/A) | 2,70 % | 709.638 | -0,60 pp | |
| 17.02.2026 | Viking Global Opportunities Portfolio GP LLC | Passiv (13G/A) | 0,40 % | 109.282 | -0,10 pp | |
| 17.02.2026 | Viking Global Opportunities Parent GP LLC | Passiv (13G/A) | 0,40 % | 109.282 | -0,10 pp | |
| 17.02.2026 | HALVORSEN OLE ANDREAS | Passiv (13G/A) | 4,10 % | 1.088.582 | -0,92 pp | |
| 17.02.2026 | Shabet Rose Sharon | Passiv (13G/A) | 4,10 % | 1.088.582 | -0,92 pp | |
| 17.02.2026 | Viking Global Opportunities Liquid Portfolio Sub-Master LP | Passiv (13G/A) | 0,40 % | 109.282 | -0,10 pp | |
| 17.02.2026 | Viking Global Opportunities GP LLC | Passiv (13G/A) | 0,40 % | 109.282 | -0,10 pp | |
| 17.02.2026 | VIKING GLOBAL INVESTORS LP | Passiv (13G/A) | 4,10 % | 1.088.582 | -0,92 pp | |
| 17.02.2026 | Viking Global Equities Master Ltd. | Passiv (13G/A) | 2,60 % | 695.449 | -0,60 pp | |
| 17.02.2026 | Viking Global Equities II LP | Passiv (13G/A) | 0,10 % | 14.189 | 0,00 pp | |
| 13.02.2026 | Capital International Investors | Passiv (13G/A) | 4,30 % | 1.150.724 | -2,00 pp | |
| 14.11.2025 | AllianceBernstein L.P. | Passiv (13G/A) | 8,50 % | 2.273.396 | +2,20 pp | |
| 14.11.2025 | T. Rowe Price Associates, Inc. | Passiv (13G/A) | 6,60 % | 1.755.227 | -3,80 pp | |
| 10.09.2025 | Shabet Rose Sharon | Passiv (13G) | 5,02 % | 1.337.356 | Neu | |
| 10.09.2025 | VIKING GLOBAL INVESTORS LP | Passiv (13G) | 5,02 % | 1.337.356 | Neu | |
| 10.09.2025 | Viking Global Opportunities Parent GP LLC | Passiv (13G) | 0,50 % | 133.559 | Neu | |
| 10.09.2025 | Viking Global Equities II LP | Passiv (13G) | 0,10 % | 17.345 | Neu | |
| 10.09.2025 | Viking Global Opportunities Liquid Portfolio Sub-Master LP | Passiv (13G) | 0,50 % | 133.559 | Neu | |
| 10.09.2025 | Viking Global Equities Master Ltd. | Passiv (13G) | 3,20 % | 849.944 | Neu | |
| 10.09.2025 | Viking Global Opportunities GP LLC | Passiv (13G) | 0,50 % | 133.559 | Neu | |
| 10.09.2025 | Viking Long Fund Master Ltd. | Passiv (13G) | 1,30 % | 336.508 | Neu | |
| 10.09.2025 | Viking Global Opportunities Portfolio GP LLC | Passiv (13G) | 0,50 % | 133.559 | Neu | |
| 10.09.2025 | HALVORSEN OLE ANDREAS | Passiv (13G) | 5,02 % | 1.337.356 | Neu | |
| 10.09.2025 | Ott David C. | Passiv (13G) | 5,02 % | 1.337.356 | Neu | |
| 10.09.2025 | Viking Long Fund GP LLC | Passiv (13G) | 1,30 % | 336.508 | Neu | |
| 10.09.2025 | VIKING GLOBAL PERFORMANCE LLC | Passiv (13G) | 3,30 % | 867.289 | Neu | |
| 13.08.2025 | AllianceBernstein L.P. | Passiv (13G/A) | 6,30 % | 1.678.722 | -2,20 pp | |
| 14.05.2025 | AllianceBernstein L.P. | Passiv (13G/A) | 8,50 % | 2.275.661 | +1,20 pp | |
| 24.04.2025 | BlackRock, Inc. | Passiv (13G/A) | 9,10 % | 2.422.077 | Neu | |
| 07.03.2025 | T. Rowe Price Associates, Inc. | Passiv (13G/A) | 10,40 % | 2.778.303 | +0,80 pp | |
| 14.02.2025 | Capital International Investors | Passiv (13G/A) | 6,30 % | 1.684.515 | -2,00 pp | |
| 14.02.2025 | T. Rowe Price Associates, Inc. | Passiv (13G/A) | 9,60 % | 2.542.884 | Neu | |
| 05.02.2025 | AllianceBernstein L.P. | Passiv (13G) | 7,30 % | 1.939.615 | +4,20 pp | |
| 14.11.2024 | T. ROWE PRICE ASSOCIATES, INC. | Passiv (13G/A) | 11,40 % | 3.021.443 | +0,70 pp |
US Congress Trades (STOCK Act)
| Datum | Mitglied | Partei | Kammer | Typ | Betrag-Bereich |
|---|---|---|---|---|---|
| 13.01.2025 | Rob Bresnahan | – | House | Verkauf | $1,001 – $15,000 |
| 23.10.2024 | Julia Letlow | – | House | Kauf | $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
Saia, Inc. ist ein Transportunternehmen in Nordamerika, das durch seine Tochtergesellschaften tätig ist. Das Unternehmen erbringt Less-than-Truckload-Dienste für Sendungen zwischen 400 und 10.000 Pfund sowie weitere Mehrwert-Services, einschließlich Non-Asset-Truckload-, Expressdiensten und Logistikdienstleistungen. Zum 31. Dezember 2021 betrieb das Unternehmen 176 eigene und geleaste Einrichtungen und war Eigentümer von etwa 5.600 Zugmaschinen und 19.300 Anhängern. Das Unternehmen war früher als SCS Transportation, Inc. bekannt und änderte seinen Namen im Juli 2006 in Saia, Inc. Saia, Inc. wurde 1924 gegründet und hat seinen Sitz in Johns Creek, Georgia.
Unternehmen & Branche
| Name | SAIA INC |
|---|---|
| Ticker | SAIA |
| CIK | 0001177702 |
| Boerse | Nasdaq |
| Sektor | Industrials |
| Industrie | Trucking |
| SIC | 4213 · Trucking (No Local) |
Wertpapier & Kennzahlen
| CUSIP | 78709y105 |
|---|---|
| ISIN | US78709Y1055 |
| Typ | Common Stock |
| Marktkapitalisierung | 12,80 Mrd. USD |
| KGV (P/E) | 50,47 |
| Beta | 2,10 |
Bewertung
| KBV (P/B) | 4,97 vs. 7,27 (2021) ▼ |
|---|---|
| KUV (P/S) | 3,96 vs. 3,88 (2021) ▲ |
| EV/EBITDA | 21,8 vs. 18,6 (2021) ▲ |
| FCF-Rendite | 0,2 % vs. 1,1 % (2021) ▼ |
Qualität & Bilanz
| Operative Marge | 10,9 % vs. 14,6 % (2021) ▼ |
|---|---|
| Nettomarge | 7,9 % vs. 11,1 % (2021) ▼ |
| ROIC | 8,9 % vs. 19,0 % (2021) ▼ |
| Nettoverschuldung/EBITDA | 0,5 vs. 0,0 (2021) ▲ |
| Zinsdeckungsgrad | 21,4 vs. 104,3 (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) | 7,27 | 3,51 | 5,99 | 5,24 | 3,38 | |
| KUV (P/S) | 3,88 | 1,99 | 4,04 | 3,78 | 2,69 | |
| EV/EBITDA | 18,6 | 8,7 | 17,9 | 17,9 | 15,0 | |
| FCF-Rendite | 1,1 % | 1,9 % | 1,2 % | -3,8 % | 0,3 % | |
| Qualität & Bilanz | ||||||
| Operative Marge | 14,6 % | 16,9 % | 16,0 % | 15,0 % | 10,9 % | |
| Nettomarge | 11,1 % | 12,8 % | 12,3 % | 11,3 % | 7,9 % | |
| ROIC | 19,0 % | 21,0 % | 17,2 % | 13,8 % | 8,9 % | |
| Nettoverschuldung/EBITDA | 0,0 | -0,1 | -0,3 | 0,4 | 0,5 | |
| Zinsdeckungsgrad | 104,3 | 180,2 | 181,7 | 54,0 | 21,4 | |
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 | 806.226.000 | 49.869.000 | 1,86 | 3.563.637.000 | 2.626.237.000 |
| 2025-12-31 | 10-K | 3.234.286.000 | 255.036.000 | 9,52 | 3.482.681.000 | 2.577.699.000 |
| 2025-09-30 | 10-Q | 839.644.000 | 86.316.000 | 3,22 | 3.500.960.000 | 2.526.027.000 |
| 2025-06-30 | 10-Q | 817.115.000 | 71.391.000 | 2,67 | 3.457.726.000 | 2.436.522.000 |
| 2025-03-31 | 10-Q | 787.575.000 | 49.810.000 | 1,86 | 3.365.221.000 | 2.360.427.000 |
| 2024-12-31 | 10-K | 3.209.074.000 | 362.065.000 | 13,51 | 3.166.857.000 | 2.311.271.000 |
| 2024-09-30 | 10-Q | 842.103.000 | 92.748.000 | 3,46 | 3.082.124.000 | 2.231.485.000 |
| 2024-06-30 | 10-Q | 823.244.000 | 102.519.000 | 3,83 | 2.957.122.000 | 2.136.086.000 |
| 2024-03-31 | 10-Q | 754.775.000 | 90.695.000 | 3,38 | 2.765.714.000 | 2.028.938.000 |
| 2023-12-31 | 10-K | 2.881.433.000 | 354.857.000 | 13,26 | 2.583.565.000 | 1.941.494.000 |
| 2023-09-30 | 10-Q | 775.144.000 | 98.213.000 | 3,67 | 2.485.319.000 | 1.849.463.000 |
| 2023-06-30 | 10-Q | 694.622.000 | 91.319.000 | 3,42 | 2.337.111.000 | 1.746.222.000 |
| 2023-03-31 | 10-Q | 660.535.000 | 76.097.000 | 2,85 | 2.242.799.000 | 1.650.940.000 |
| 2022-12-31 | 10-K | 2.792.057.000 | 357.422.000 | 13,40 | 2.174.710.000 | 1.579.341.000 |
| 2022-09-30 | 10-Q | 729.561.000 | 97.891.000 | 3,67 | 2.140.324.000 | 1.506.482.000 |
| 2022-06-30 | 10-Q | 745.554.000 | 109.245.000 | 4,10 | 2.047.855.000 | 1.403.762.000 |
| 2022-03-31 | 10-Q | 661.216.000 | 79.424.000 | 2,98 | 1.932.349.000 | 1.291.490.000 |
| 2021-12-31 | 10-K | 2.288.704.000 | 253.235.000 | 9,48 | 1.845.250.000 | 1.220.333.000 |
| 2021-09-30 | 10-Q | 616.216.000 | 79.709.000 | 2,98 | 1.789.259.000 | 1.144.726.000 |
| 2021-06-30 | 10-Q | 571.333.000 | 62.474.000 | 2,34 | 1.647.395.000 | 1.063.158.000 |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 30.04.2026 | 806,2 Mio. USD | 1,86 |
| Q3 2025 | 30.09.2025 | 30.10.2025 | 839,6 Mio. USD | 3,22 |
| Q2 2025 | 30.06.2025 | 30.10.2025 | 817,1 Mio. USD | 2,67 |
| Q1 2025 | 31.03.2025 | 30.04.2026 | 787,6 Mio. USD | 1,86 |
| Q3 2024 | 30.09.2024 | 30.10.2025 | 842,1 Mio. USD | 3,46 |
| Q2 2024 | 30.06.2024 | 30.10.2025 | 823,2 Mio. USD | 3,83 |
| Q1 2024 | 31.03.2024 | 30.10.2025 | 754,8 Mio. USD | 3,38 |
| Q3 2023 | 30.09.2023 | 25.10.2024 | 775,1 Mio. USD | 3,67 |
| Q2 2023 | 30.06.2023 | 25.10.2024 | 694,6 Mio. USD | 3,42 |
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 | |
|---|---|---|---|---|
| 30.04.2026 | 10-Q | 31.03.2026 | 30 Tage | SEC » |
| 24.02.2026 | 10-K | 31.12.2025 | 55 Tage | SEC » |
| 30.10.2025 | 10-Q | 30.09.2025 | 30 Tage | SEC » |
| 25.07.2025 | 10-Q | 30.06.2025 | 25 Tage | SEC » |
| 28.04.2025 | 10-Q | 31.03.2025 | 28 Tage | SEC » |
| 24.02.2025 | 10-K | 31.12.2024 | 55 Tage | SEC » |
| 25.10.2024 | 10-Q | 30.09.2024 | 25 Tage | SEC » |
| 26.07.2024 | 10-Q | 30.06.2024 | 26 Tage | SEC » |
| 26.04.2024 | 10-Q | 31.03.2024 | 26 Tage | SEC » |
| 23.02.2024 | 10-K | 31.12.2023 | 54 Tage | SEC » |
| 27.10.2023 | 10-Q | 30.09.2023 | 27 Tage | SEC » |
| 28.07.2023 | 10-Q | 30.06.2023 | 28 Tage | SEC » |
| 28.04.2023 | 10-Q | 31.03.2023 | 28 Tage | SEC » |
| 23.02.2023 | 10-K | 31.12.2022 | 54 Tage | SEC » |
| 01.11.2022 | 10-Q | 30.09.2022 | 32 Tage | SEC » |
| 27.07.2022 | 10-Q | 30.06.2022 | 27 Tage | SEC » |
| 02.05.2022 | 10-Q | 31.03.2022 | 32 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 » |
| 28.04.2021 | 10-Q | 31.03.2021 | 28 Tage | SEC » |
| 24.02.2021 | 10-K | 31.12.2020 | 55 Tage | SEC » |
| 29.10.2020 | 10-Q | 30.09.2020 | 29 Tage | SEC » |
| 29.07.2020 | 10-Q | 30.06.2020 | 29 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 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… |
| 26.04.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 08.02.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 08.03.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 04.01.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 15.12.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 13.09.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 23.08.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 03.03.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 of the Original Form 8-K. Except as described above, this Amendment does not modify or update any of the… |
| 02.03.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 12.11.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 06.08.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 29.07.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 30.06.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 06.03.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Director or Principal Officers; Election of Directors; Appointment of Principal Officers… |
| 08.01.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Director or Principal Officers; Election of Directors; Appointment of Principal Officers The… |
Hinweis
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