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 | Bärisch | 10 % | 79.09 | -26.4 % vs SMA50 | |
| Kurs vs SMA200 | Bärisch | 15 % | 88.48 | -34.2 % vs SMA200 | |
| EMA20 vs EMA50 | Bärisch | 5 % | 61.15 | EMA50: 72.41 | |
| MACD-Histogramm | Bullisch | 10 % | 1.056 | Bullisch | |
| RSI(14) | Neutral | 10 % | 38.5 | Neutral (30–70) | |
| Stoch %K(14) | Neutral | 5 % | 46.8 | Neutral | |
| ADX(14)+DI | Bärisch | 10 % | 35.0 | +DI: 19.6 / −DI: 27.3 | |
| Z-Score(60) | Neutral | 5 % | -1.23 | In Range | |
| 52W-Position | Bärisch | 5 % | 6.6 % | Hoch 142.03 / Tief 52.34 | |
| Bollinger(20,2σ) | Neutral | 5 % | 44.0 % | Upper 67.44 / Mid 59.21 / Lower 50.97 | |
| LinReg-Slope(60) | Bärisch | 10 % | -0.8119 | R²=0.60 / annualisiert -254.2 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | Sentell Stephanie Ann | Officer, Chief Operations Officer | Open Market Sale | -258 | 102,21 | -26.370,18 | -5,6% | |
| 2026-03-06 | Sentell Stephanie Ann | Officer, Chief Operations Officer | Open Market Sale | -225 | 93,60 | -21.060,00 | -4,5% | |
| 2026-01-20 | Sentell Stephanie Ann | Officer, Chief Operations Officer | Open Market Sale | -200 | 99,19 | -19.838,00 | -4,2% | |
| 2025-12-19 | Sentell Stephanie Ann | Officer, Chief Operations Officer | Open Market Sale | -200 | 85,78 | -17.156,00 | -3,6% | |
| 2025-11-25 | Sentell Stephanie Ann | Officer, Chief Operations Officer | Open Market Sale | -900 | 85,03 | -76.527,00 | -16,2% | |
| 2025-11-25 | Sentell Stephanie Ann | Officer, Chief Operations Officer | Open Market Sale | -200 | 85,65 | -17.130,00 | -3,6% | |
| 2025-07-08 | Fogertey Katherine Irene | Officer, Chief Financial Officer | Open Market Sale | -670 | 140,03 | -93.816,95 | -19,9% | |
| 2025-07-07 | Fogertey Katherine Irene | Officer, Chief Financial Officer | Open Market Sale | -1.243 | 141,72 | -176.154,36 | -37,3% | |
| 2025-07-07 | Fogertey Katherine Irene | Officer, Chief Financial Officer | Open Market Sale | -88 | 142,03 | -12.498,24 | -2,6% | |
| 2025-07-07 | Fogertey Katherine Irene | Officer, Chief Financial Officer | Open Market Sale | -692 | 140,40 | -97.155,14 | -20,6% | |
| 2025-07-02 | Meyer Daniel Harris | Director, 10% Owner | Open Market Sale | -14.200 | 140,31 | -1.992.454,54 | -422,3% | |
| 2025-07-01 | Meyer Daniel Harris | Director, 10% Owner | Open Market Sale | -6.377 | 140,01 | -892.845,68 | -189,3% | |
| 2025-07-01 | Meyer Daniel Harris | Director, 10% Owner | Open Market Sale | -5.200 | 138,44 | -719.867,20 | -152,6% | |
| 2025-07-01 | Meyer Daniel Harris | Director, 10% Owner | Open Market Sale | -3.400 | 137,78 | -468.447,24 | -99,3% | |
| 2025-07-01 | Meyer Daniel Harris | Director, 10% Owner | Open Market Sale | -823 | 140,36 | -115.512,58 | -24,5% | |
| 2025-06-26 | Meyer Daniel Harris | Director, 10% Owner | Open Market Sale | -20.000 | 140,07 | -2.801.344,00 | -593,8% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 9.604.309 | 8.806.872 | 797.437 | 512.719.557 | Aufgestockt | +9,1% | |
| VANGUARD GROUP INC | 4.313.524 | 0 | 4.313.524 | 350.128.743 | Neu | +100,0% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.734.685 | 0 | 1.734.685 | 153.467.582 | Neu | +100,0% | |
| WELLINGTON MANAGEMENT GROUP LLP | 1.718.733 | 5.591.935 | -3.873.202 | 152.056.308 | Reduziert | -69,3% | |
| BALYASNY ASSET MANAGEMENT L.P. | 1.697.857 | 268.876 | 1.428.981 | 150.209.409 | Aufgestockt | +531,5% | |
| STATE STREET CORP | 1.485.669 | 1.442.060 | 43.609 | 131.437.136 | Aufgestockt | +3,0% | |
| CITADEL ADVISORS LLC | 1.431.115 | 1.672.813 | -241.698 | 126.610.744 | Reduziert | -14,4% | |
| TENOR CAPITAL MANAGEMENT Co., L.P. | 122.919.000 | 109.600.000 | 13.319.000 | 116.493.645 | Aufgestockt | +12,2% | |
| 12 West Capital Management LP | 1.243.595 | 1.963.595 | -720.000 | 110.020.850 | Reduziert | -36,7% | |
| GILDER GAGNON HOWE & CO LLC | 1.155.577 | 1.269.116 | -113.539 | 102.233.867 | Reduziert | -8,9% | |
| GOLDMAN SACHS GROUP INC | 1.047.265 | 561.153 | 486.112 | 92.651.535 | Aufgestockt | +86,6% | |
| Anomaly Capital Management, LP | 1.021.608 | 0 | 1.021.608 | 90.381.660 | Neu | +100,0% | |
| MILLENNIUM MANAGEMENT LLC | 999.463 | 286.005 | 713.458 | 88.422.492 | Aufgestockt | +249,5% | |
| GEODE CAPITAL MANAGEMENT, LLC | 947.480 | 920.206 | 27.274 | 83.840.800 | Aufgestockt | +3,0% | |
| Swedbank AB | 937.200 | 1.036.000 | -98.800 | 82.914.084 | Reduziert | -9,5% | |
| BANK OF AMERICA CORP /DE/ | 899.013 | 822.289 | 76.724 | 79.535.679 | Aufgestockt | +9,3% | |
| UBS Group AG | 896.166 | 1.096.070 | -199.904 | 79.152.518 | Reduziert | -18,2% | |
| MARSHALL WACE, LLP | 893.084 | 282.980 | 610.104 | 79.011.140 | Aufgestockt | +215,6% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 825.915 | 915.337 | -89.422 | 73.068.700 | Reduziert | -9,8% | |
| JANE STREET GROUP, LLC | 679.158 | 395.788 | 283.370 | 60.085.108 | Aufgestockt | +71,6% | |
| Fisher Asset Management, LLC | 678.246 | 702.101 | -23.855 | 60.004.422 | Reduziert | -3,4% | |
| DIMENSIONAL FUND ADVISORS LP | 670.111 | 653.672 | 16.439 | 59.275.713 | Aufgestockt | +2,5% | |
| BNP Paribas Asset Management Holding S.A. | 592.670 | 576.095 | 16.575 | 52.433.515 | Aufgestockt | +2,9% | |
| JPMORGAN CHASE & CO | 1.338.775 | 0 | 1.338.775 | 51.229.057 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 585.017 | 460.558 | 124.459 | 50.834.618 | Aufgestockt | +27,0% | |
| MORGAN STANLEY | 997.613 | 1.346.153 | -348.540 | 41.607.756 | Reduziert | -25,9% | |
| Cannell & Spears LLC | 452.694 | 355.248 | 97.446 | 40.049.838 | Aufgestockt | +27,4% | |
| FMR LLC | 442.255 | 465.322 | -23.067 | 39.126.330 | Reduziert | -5,0% | |
| DeepCurrents Investment Group LLC | 38.269.000 | 38.269.000 | 0 | 36.354.096 | Unverändert | 0,0% | |
| WASATCH ADVISORS LP | 407.283 | 349.671 | 57.612 | 36.032.327 | Aufgestockt | +16,5% | |
| NORTHERN TRUST CORP | 400.999 | 390.103 | 10.896 | 35.476.382 | Aufgestockt | +2,8% | |
| JENNISON ASSOCIATES LLC | 386.724 | 588.325 | -201.601 | 34.213.472 | Reduziert | -34,3% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 377.820 | 374.648 | 3.172 | 33.425.735 | Aufgestockt | +0,8% | |
| Junto Capital Management LP | 375.538 | 0 | 375.538 | 33.223.847 | Neu | +100,0% | |
| Squarepoint Ops LLC | 340.766 | 1.196.075 | -855.309 | 30.147.568 | Reduziert | -71,5% | |
| Neuberger Berman Group LLC | 6.706.531 | 6.497.192 | 209.339 | 27.036.035 | Aufgestockt | +3,2% | |
| Aperture Investors, LLC | 294.582 | 207.366 | 87.216 | 26.061.670 | Aufgestockt | +42,1% | |
| Opti Capital Management, LP | 25.768.000 | 7.000.000 | 18.768.000 | 24.582.672 | Aufgestockt | +268,1% | |
| Man Group plc | 275.532 | 7.023 | 268.509 | 24.376.316 | Aufgestockt | +3823,3% | |
| RENAISSANCE TECHNOLOGIES LLC | 252.000 | 0 | 252.000 | 20.454.840 | Neu | +100,0% | |
| IMC-Chicago, LLC | 230.900 | 317.290 | -86.390 | 20.427.723 | Reduziert | -27,2% | |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 230.000 | 503.000 | -273.000 | 20.348.100 | Reduziert | -54,3% | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 223.507 | 0 | 223.507 | 19.773.664 | Neu | +100,0% | |
| NORGES BANK | 243.100 | 0 | 243.100 | 19.732.427 | Neu | +100,0% | |
| PRINCIPAL FINANCIAL GROUP INC | 196.732 | 192.417 | 4.315 | 17.404.880 | Aufgestockt | +2,2% | |
| CITIGROUP INC | 381.482 | 510.744 | -129.262 | 16.682.216 | Reduziert | -25,3% | |
| OBERWEIS ASSET MANAGEMENT INC/ | 187.570 | 0 | 187.570 | 16.594.318 | Neu | +100,0% | |
| Think Investments LP | 178.100 | 0 | 178.100 | 15.756.507 | Neu | +100,0% | |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 171.576 | 178.583 | -7.007 | 15.179.000 | Reduziert | -3,9% | |
| Champlain Investment Partners, LLC | 170.983 | 214.193 | -43.210 | 15.126.866 | Reduziert | -20,2% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9.604.309 | 8.806.872 | +9,1% | 512.719.557 | 13,49 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.734.685 | 0 | +100,0% | 153.467.582 | 4,04 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.718.733 | 5.591.935 | -69,3% | 152.056.308 | 4,00 |
| BALYASNY ASSET MANAGEMENT L.P. | 1.697.857 | 268.876 | +531,5% | 150.209.409 | 3,95 |
| STATE STREET CORP | 1.485.669 | 1.442.060 | +3,0% | 131.437.136 | 3,46 |
| CITADEL ADVISORS LLC | 1.431.115 | 1.672.813 | -14,4% | 126.610.744 | 3,33 |
| TENOR CAPITAL MANAGEMENT Co., L.P. | 122.919.000 | 109.600.000 | +12,2% | 116.493.645 | 3,07 |
| 12 West Capital Management LP | 1.243.595 | 1.963.595 | -36,7% | 110.020.850 | 2,90 |
| GILDER GAGNON HOWE & CO LLC | 1.155.577 | 1.269.116 | -8,9% | 102.233.867 | 2,69 |
| GOLDMAN SACHS GROUP INC | 1.047.265 | 561.153 | +86,6% | 92.651.535 | 2,44 |
| Anomaly Capital Management, LP | 1.021.608 | 0 | +100,0% | 90.381.660 | 2,38 |
| MILLENNIUM MANAGEMENT LLC | 999.463 | 286.005 | +249,5% | 88.422.492 | 2,33 |
| GEODE CAPITAL MANAGEMENT, LLC | 947.480 | 920.206 | +3,0% | 83.840.800 | 2,21 |
| Swedbank AB | 937.200 | 1.036.000 | -9,5% | 82.914.084 | 2,18 |
| BANK OF AMERICA CORP /DE/ | 899.013 | 822.289 | +9,3% | 79.535.679 | 2,09 |
| UBS Group AG | 896.166 | 1.096.070 | -18,2% | 79.152.518 | 2,08 |
| MARSHALL WACE, LLP | 893.084 | 282.980 | +215,6% | 79.011.140 | 2,08 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 825.915 | 915.337 | -9,8% | 73.068.700 | 1,92 |
| JPMORGAN CHASE & CO | 2.414.341 | 1.338.775 | +80,3% | 62.912.200 | 1,66 |
| JANE STREET GROUP, LLC | 679.158 | 395.788 | +71,6% | 60.085.108 | 1,58 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 388 | 283,3 | 4.259 |
| 31.12.2025 | ✓ | 376 | 281,0 | 3.993 |
| 30.09.2025 | ✓ | 377 | 305,9 | 4.635 |
| 30.06.2025 | ✓ | 414 | 289,0 | 6.708 |
| 31.03.2025 | ✓ | 387 | 301,0 | 4.185 |
| 31.12.2024 | ✓ | 389 | 285,3 | 5.702 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Swedbank AB | 1.036.000 | 84.092.120 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 503.000 | 40.828.510 |
| Cannell & Spears LLC | 355.248 | 28.835.480 |
| RENAISSANCE TECHNOLOGIES LLC | 252.000 | 20.454.840 |
| NORGES BANK | 243.100 | 19.732.427 |
| Woodline Partners LP | 223.330 | 18.127.696 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 178.583 | 14.496.000 |
| Alyeska Investment Group, L.P. | 125.295 | 10.170.195 |
| EFG International AG | 97.736 | 7.912.671 |
| Opti Capital Management, LP | 7.000.000 | 6.619.200 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| TENOR CAPITAL MANAGEMENT Co., L.P. | 109.600.000 | 72.528.000 | +195.6 % | 103.516.770 |
| WELLINGTON MANAGEMENT GROUP LLP | 5.591.935 | 3.001.024 | +115.8 % | 244.583.437 |
| Neuberger Berman Group LLC | 6.497.192 | 454.836 | +7.5 % | 16.327.901 |
| BlackRock, Inc. | 8.806.872 | 440.553 | +5.3 % | 470.159.907 |
| CANADA PENSION PLAN INVESTMENT BOARD | 545.700 | 380.623 | +230.6 % | 44.294.469 |
| BALYASNY ASSET MANAGEMENT L.P. | 268.876 | 256.556 | +2082.4 % | 21.824.665 |
| UBS Group AG | 1.096.070 | 238.613 | +27.8 % | 88.847.661 |
| 12 West Capital Management LP | 1.963.595 | 210.000 | +12.0 % | 159.385.006 |
| Assenagon Asset Management S.A. | 221.635 | 209.527 | +1730.5 % | 17.990.113 |
| Van Berkom & Associates Inc. | 923.347 | 199.687 | +27.6 % | 74.948 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| ADVENT CAPITAL MANAGEMENT /DE/ | 7.159.000 | -19.198.000 | -72.8 % | 6.783.246 |
| BANK OF AMERICA CORP /DE/ | 822.289 | -13.309.246 | -94.2 % | 66.055.241 |
| OAKTREE CAPITAL MANAGEMENT LP | 5.686.000 | -6.030.000 | -51.5 % | 5.387.485 |
| FMR LLC | 465.322 | -3.345.577 | -87.8 % | 37.770.173 |
| NEW YORK STATE COMMON RETIREMENT FUND | 17.099 | -2.874.000 | -99.4 % | 1.387.926 |
| JPMORGAN CHASE & CO | 1.338.775 | -2.808.030 | -67.7 % | 51.229.057 |
| TORONTO DOMINION BANK | 902 | -2.058.121 | -100.0 % | 73.215 |
| Point72 Asset Management, L.P. | 20.274.900 | -1.428.100 | -6.6 % | 20.469.241 |
| WELLS FARGO & COMPANY/MN | 2.956.948 | -1.427.694 | -32.6 % | 8.653.794 |
| AMERIPRISE FINANCIAL INC | 76.035 | -754.687 | -90.8 % | 6.171.761 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 15.05.2026 | Wellington Group Holdings LLP | Passiv (13G/A) | 4,30 % | 1.718.844 | -3,10 pp | |
| 15.05.2026 | Wellington Management Group LLP | Passiv (13G/A) | 4,30 % | 1.718.844 | -3,10 pp | |
| 15.05.2026 | Wellington Investment Advisors Holdings LLP | Passiv (13G/A) | 4,30 % | 1.718.844 | -3,10 pp | |
| 30.04.2026 | Vanguard Capital Management | Passiv (13G) | 5,05 % | 2.033.412 | Neu | |
| 29.04.2026 | Vanguard Portfolio Management | Passiv (13G) | 5,79 % | 2.334.032 | Neu | |
| 27.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -11,32 pp | |
| 10.02.2026 | Wellington Investment Advisors Holdings LLP | Passiv (13G/A) | 7,40 % | 2.998.240 | +1,00 pp | |
| 10.02.2026 | Wellington Group Holdings LLP | Passiv (13G/A) | 7,40 % | 2.998.240 | +1,00 pp | |
| 10.02.2026 | Wellington Management Company LLP | Passiv (13G/A) | 6,70 % | 2.998.240 | +0,90 pp | |
| 10.02.2026 | Wellington Management Group LLP | Passiv (13G/A) | 7,40 % | 2.998.240 | +1,00 pp | |
| 12.11.2025 | Wellington Group Holdings LLP | Passiv (13G) | 6,40 % | 2.591.080 | +1,50 pp | |
| 12.11.2025 | Wellington Investment Advisors Holdings LLP | Passiv (13G) | 6,40 % | 2.591.080 | +1,50 pp | |
| 12.11.2025 | Wellington Management Company LLP | Passiv (13G) | 5,80 % | 2.591.080 | -0,20 pp | |
| 12.11.2025 | Wellington Management Group LLP | Passiv (13G) | 6,40 % | 2.591.080 | +1,50 pp | |
| 12.08.2025 | Wellington Investment Advisors Holdings LLP | Passiv (13G/A) | 4,90 % | 1.952.613 | -1,70 pp | |
| 12.08.2025 | Wellington Management Group LLP | Passiv (13G/A) | 4,90 % | 1.952.613 | -1,70 pp | |
| 12.08.2025 | Wellington Group Holdings LLP | Passiv (13G/A) | 4,90 % | 1.952.613 | -1,70 pp | |
| 12.05.2025 | Wellington Investment Advisors Holdings LLP | Passiv (13G) | 6,60 % | 2.625.559 | Neu | |
| 12.05.2025 | Wellington Management Company LLP | Passiv (13G) | 6,00 % | 2.625.559 | Neu | |
| 12.05.2025 | Wellington Management Group LLP | Passiv (13G) | 6,60 % | 2.625.559 | Neu | |
| 12.05.2025 | Wellington Group Holdings LLP | Passiv (13G) | 6,60 % | 2.625.559 | Neu | |
| 30.04.2025 | BlackRock, Inc. | Passiv (13G/A) | 14,30 % | 5.747.239 | Neu | |
| 13.02.2024 | The Vanguard Group | Passiv (13G/A) | 11,32 % | 4.467.466 | +0,85 pp | |
| 22.01.2024 | . BlackRock, Inc. | Passiv (13G/A) | 15,60 % | 6.158.465 | -0,20 pp | |
| 30.05.2023 | Daniel H. Meyer(1) | Aktivist (13D/A) | 9,20 % | 3.757.054 | -1,00 pp | |
| 30.05.2023 | DHM 2012 Gift Trust U/A/D 10/31/12(1) | Aktivist (13D/A) | 7,70 % | 3.166.363 | -0,10 pp | |
| 13.03.2023 | Alger Associates, Inc. 13-3017981 | Passiv (13G/A) | 0,70 % | 263.811 | -5,30 pp | |
| 14.02.2023 | Alger Associates, Inc. 13-3017981 | Passiv (13G/A) | 6,00 % | 2.370.170 | -4,40 pp | |
| 14.02.2023 | Gilder, Gagnon, Howe & Co. LLC | Passiv (13G/A) | 4,10 % | 1.616.128 | -2,70 pp | |
| 10.02.2023 | . BlackRock, Inc. | Passiv (13G/A) | 15,80 % | 6.193.007 | 0,00 pp | |
| 09.02.2023 | The Vanguard Group | Passiv (13G/A) | 10,47 % | 4.114.443 | +0,19 pp | |
| 27.01.2023 | . BlackRock, Inc. | Passiv (13G/A) | 15,80 % | 6.204.596 | 0,00 pp | |
| 23.01.2023 | . BlackRock, Inc. | Passiv (13G/A) | 15,80 % | 6.204.596 | -1,20 pp | |
| 10.05.2022 | Alger Associates, Inc. 13-3017981 | Passiv (13G/A) | 10,40 % | 4.081.160 | +1,10 pp | |
| 11.03.2022 | . BlackRock, Inc. | Passiv (13G/A) | 17,00 % | 6.662.315 | 0,00 pp | |
| 14.02.2022 | Alger Associates, Inc. 13-3017981 | Passiv (13G/A) | 9,30 % | 3.640.306 | +2,04 pp | |
| 14.02.2022 | Gilder, Gagnon, Howe & Co. LLC | Passiv (13G/A) | 6,80 % | 2.650.672 | Neu | |
| 14.02.2022 | Select Equity Group, L.P. | Passiv (13G/A) | Ausstieg | 0 | -7,18 pp | |
| 14.02.2022 | George S. Loening | Passiv (13G/A) | Ausstieg | 0 | -7,18 pp | |
| 10.02.2022 | The Vanguard Group | Passiv (13G/A) | 10,28 % | 4.022.593 | +0,28 pp |
US Congress Trades (STOCK Act)
| Datum | Mitglied | Partei | Kammer | Typ | Betrag-Bereich |
|---|---|---|---|---|---|
| 05.01.2026 | Gilbert Cisneros | – | 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
Shake Shack Inc. besitzt, betreibt und lizenziert Shake Shack-Restaurants (Shacks) in den Vereinigten Staaten und international. Die Shacks bieten Hamburger, Hot Dogs, Hähnchen, Kartoffelpommes, Shakes, gefrorene Vanillepaste, Bier, Wein und andere Produkte. Mit Stand 29. Dezember 2021 betrieb das Unternehmen 369 Shacks, darunter 218 im Inland von der Gesellschaft betriebene Shacks, 25 im Inland lizenzierte Shacks und 126 international lizenzierte Shacks. Shake Shack Inc. wurde 2001 gegründet und hat seinen Hauptsitz in New York, New York.
Unternehmen & Branche
| Name | Shake Shack Inc. |
|---|---|
| Ticker | SHAK |
| CIK | 0001620533 |
| Boerse | NYSE |
| Sektor | Consumer Cyclical |
| Industrie | Restaurants |
| SIC | 5810 · Retail-Eating & Drinking Places |
Wertpapier & Kennzahlen
| CUSIP | 819047101 |
|---|---|
| ISIN | US8190471016 |
| Typ | Common Stock |
| KGV (P/E) | 53,51 |
| Beta | 1,73 |
Bewertung
| KBV (P/B) | 6,47 vs. 6,69 (2021) ▼ |
|---|---|
| KUV (P/S) | 2,35 vs. 3,70 (2021) ▼ |
| EV/EBITDA | 23,3 vs. 72,4 (2021) ▼ |
| FCF-Rendite | 1,7 % vs. -1,6 % (2021) ▲ |
Qualität & Bilanz
| Operative Marge | 4,3 % vs. -2,1 % (2021) ▲ |
|---|---|
| Nettomarge | 3,2 % vs. -0,6 % (2021) ▲ |
| ROIC | 3,2 % vs. -0,4 % (2021) ▲ |
| Nettoverschuldung/EBITDA | 3,2 vs. 8,9 (2021) ▼ |
| Zinsdeckungsgrad | 29,0 vs. -10,1 (2021) ▲ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit Marktkapitalisierung zum Bilanzstichtag, Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | Verlauf |
|---|---|---|---|---|---|---|
| Bewertung | ||||||
| KBV (P/B) | 6,69 | 4,05 | 7,52 | 12,42 | 6,47 | |
| KUV (P/S) | 3,70 | 1,85 | 3,07 | 4,66 | 2,35 | |
| EV/EBITDA | 72,4 | 47,0 | 39,9 | 59,9 | 23,3 | |
| FCF-Rendite | -1,6 % | -3,9 % | -0,4 % | 0,6 % | 1,7 % | |
| Qualität & Bilanz | ||||||
| Operative Marge | -2,1 % | -3,0 % | 0,5 % | 0,2 % | 4,3 % | |
| Nettomarge | -0,6 % | -2,4 % | 1,9 % | 0,8 % | 3,2 % | |
| ROIC | -0,4 % | -1,9 % | 1,7 % | 0,8 % | 3,2 % | |
| Nettoverschuldung/EBITDA | 8,9 | 10,7 | 5,6 | 4,6 | 3,2 | |
| Zinsdeckungsgrad | -10,1 | -17,7 | 3,4 | 1,5 | 29,0 | |
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 |
|---|---|---|---|---|---|---|
| 2026-04-01 | 10-Q | 366.737.000 | -290.000 | -0,01 | 1.917.632.000 | 525.912.000 |
| 2025-12-31 | 10-K | 1.445.306.000 | 45.725.000 | 1,09 | 1.896.209.000 | 525.327.000 |
| 2025-09-30 | 10-Q | 367.411.000 | 12.501.000 | 0,30 | 1.827.185.000 | 509.015.000 |
| 2025-09-24 | 10-Q | 367.411.000 | 12.501.000 | 0,30 | 1.827.185.000 | 509.015.000 |
| 2025-06-30 | 10-Q | 356.466.000 | 17.148.000 | 0,41 | 1.775.033.000 | 494.097.000 |
| 2025-06-25 | 10-Q | 356.466.000 | 17.148.000 | 0,41 | 1.775.033.000 | 494.097.000 |
| 2025-03-31 | 10-Q | 320.898.000 | 4.245.000 | 0,10 | 1.727.464.000 | 473.316.000 |
| 2025-03-26 | 10-Q | 320.898.000 | 4.245.000 | 0,10 | 1.727.464.000 | 473.316.000 |
| 2024-12-31 | 10-K | 1.252.608.000 | 10.207.000 | 0,24 | 1.696.971.000 | 470.018.000 |
| 2024-12-25 | 10-K | 1.252.608.000 | 10.207.000 | 0,24 | 1.696.971.000 | 470.018.000 |
| 2024-09-30 | 10-Q | 316.924.000 | -10.211.000 | -0,26 | 1.675.419.000 | 456.102.000 |
| 2024-09-25 | 10-Q | 316.924.000 | -10.211.000 | -0,26 | 1.675.419.000 | 456.102.000 |
| 2024-06-30 | 10-Q | 316.496.000 | 9.668.000 | 0,23 | 1.661.758.000 | 462.400.000 |
| 2024-06-26 | 10-Q | 316.496.000 | 9.668.000 | 0,23 | 1.661.758.000 | 462.400.000 |
| 2024-03-31 | 10-Q | 290.504.000 | 2.040.000 | 0,05 | 1.618.832.000 | 446.386.000 |
| 2024-03-27 | 10-Q | 290.504.000 | 2.040.000 | 0,05 | 1.618.832.000 | 446.386.000 |
| 2023-12-31 | 10-K | 1.087.533.000 | 20.264.000 | 0,48 | 1.605.857.000 | 443.417.000 |
| 2023-12-27 | 10-K | 1.087.533.000 | 20.264.000 | 0,48 | 1.605.857.000 | 443.417.000 |
| 2023-09-30 | 10-Q | 276.207.000 | 7.627.000 | 0,19 | 1.564.856.000 | 416.354.000 |
| 2023-09-27 | 10-Q | 276.207.000 | 7.627.000 | 0,19 | 1.564.856.000 | 416.354.000 |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Shack Sales | 1,4 Mrd. | 1,2 Mrd. | 1,0 Mrd. | 869,3 Mio. | 715,0 Mio. | 92,8 % | +15,2% | |
| Franchise | 54,1 Mio. | 45,0 Mio. | 40,7 Mio. | 31,2 Mio. | 24,9 Mio. | 3,6 % | +20,2% | |
| Sales Based Royalties | 51,5 Mio. | 43,5 Mio. | 39,9 Mio. | 30,2 Mio. | 24,2 Mio. | 3,4 % | +18,5% | |
| Initial Territoryand Opening Fees | 2,6 Mio. | 1,6 Mio. | 861.000 | 1,0 Mio. | 754.000 | 0,2 % | +67,2% |
Regionen
| Region | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| US | 1,4 Mrd. | 1,2 Mrd. | 1,1 Mrd. | 875,0 Mio. | 718,1 Mio. | 97,4 % | +15,4% | |
| Non Us | 38,2 Mio. | 33,3 Mio. | 30,8 Mio. | 25,4 Mio. | 21,8 Mio. | 2,6 % | +14,9% |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| 2026 | 01.04.2026 | 07.05.2026 | 366,7 Mio. USD | -0,01 |
| Q3 2025 | 24.09.2025 | 30.10.2025 | 367,4 Mio. USD | 0,30 |
| Q2 2025 | 25.06.2025 | 31.07.2025 | 356,5 Mio. USD | 0,41 |
| Q1 2025 | 26.03.2025 | 07.05.2026 | 320,9 Mio. USD | 0,10 |
| Q3 2024 | 25.09.2024 | 30.10.2025 | 316,9 Mio. USD | -0,26 |
| Q2 2024 | 26.06.2024 | 31.07.2025 | 316,5 Mio. USD | 0,23 |
| Q1 2024 | 27.03.2024 | 01.05.2025 | 290,5 Mio. USD | 0,05 |
| Q3 2023 | 27.09.2023 | 31.10.2024 | 276,2 Mio. USD | 0,19 |
| Q2 2023 | 28.06.2023 | 02.08.2024 | 271,8 Mio. USD | 0,16 |
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 | |
|---|---|---|---|---|
| 07.05.2026 | 10-Q | 01.04.2026 | 36 Tage | SEC » |
| 26.02.2026 | 10-K | 31.12.2025 | 57 Tage | SEC » |
| 30.10.2025 | 10-Q | 24.09.2025 | 36 Tage | SEC » |
| 31.07.2025 | 10-Q | 25.06.2025 | 36 Tage | SEC » |
| 01.05.2025 | 10-Q | 26.03.2025 | 36 Tage | SEC » |
| 21.02.2025 | 10-K | 25.12.2024 | 58 Tage | SEC » |
| 31.10.2024 | 10-Q | 25.09.2024 | 36 Tage | SEC » |
| 02.08.2024 | 10-Q | 26.06.2024 | 37 Tage | SEC » |
| 03.05.2024 | 10-Q | 27.03.2024 | 37 Tage | SEC » |
| 29.02.2024 | 10-K | 27.12.2023 | 64 Tage | SEC » |
| 03.11.2023 | 10-Q | 27.09.2023 | 37 Tage | SEC » |
| 04.08.2023 | 10-Q | 28.06.2023 | 37 Tage | SEC » |
| 05.05.2023 | 10-Q | 29.03.2023 | 37 Tage | SEC » |
| 27.04.2023 | 10-K/A | 28.12.2022 | 120 Tage | SEC » |
| 23.02.2023 | 10-K | 28.12.2022 | 57 Tage | SEC » |
| 04.11.2022 | 10-Q | 28.09.2022 | 37 Tage | SEC » |
| 05.08.2022 | 10-Q | 29.06.2022 | 37 Tage | SEC » |
| 06.05.2022 | 10-Q | 30.03.2022 | 37 Tage | SEC » |
| 18.02.2022 | 10-K | 29.12.2021 | 51 Tage | SEC » |
| 05.11.2021 | 10-Q | 29.09.2021 | 37 Tage | SEC » |
| 06.08.2021 | 10-Q | 30.06.2021 | 37 Tage | SEC » |
| 07.05.2021 | 10-Q | 31.03.2021 | 37 Tage | SEC » |
| 26.02.2021 | 10-K | 30.12.2020 | 58 Tage | SEC » |
| 30.10.2020 | 10-Q | 23.09.2020 | 37 Tage | SEC » |
| 31.07.2020 | 10-Q | 24.06.2020 | 37 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
HOCH Abgang Schlüsselpersonen (12.06.2026)
HOCH Abgang Schlüsselpersonen (07.05.2026)
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 12.06.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 07.05.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 09.03.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 24.02.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 25.11.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 23.04.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 21.06.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 13.06.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 of this Current Report on Form 8-K. The voting results are set forth below: Votes For Votes Against… |
| 17.04.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 21.03.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 26.02.2024 | Item 4.02 — Bilanzkorrekturen | EXTREM | SEC | Item 4.02 Non-Reliance on Previously Issued Financial Statements or a Related Audit Report or Completed Interim Review… |
| 15.02.2024 | Item 4.02 — Bilanzkorrekturen | EXTREM | SEC | Item 4.02 Non-Reliance on Previously Issued Financial Statements or a Related Audit Report or Completed Interim Review… |
| 02.02.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 26.01.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 11.12.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 03.08.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 10.07.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 16.05.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 19.10.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 09.06.2021 | 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 | 1 | 63,91 | 64 |
| 2026-05-04 | 2 | 98,36 | 197 |
| 2026-05-01 | 1 | 102,46 | 102 |
| 2026-04-30 | 6.323 | 100,61 | 636.157 |
| 2026-04-28 | 1.730 | 101,45 | 175.509 |
| 2026-04-27 | 1.178 | 103,02 | 121.358 |
| 2026-04-21 | 247 | 104,69 | 25.858 |
| 2026-04-20 | 3 | 103,73 | 311 |
| 2026-04-15 | 46 | 102,76 | 4.727 |
| 2026-04-13 | 88 | 98,61 | 8.678 |
| 2026-04-09 | 144 | 97,86 | 14.092 |
| 2026-04-08 | 1.118 | 92,80 | 103.750 |
| 2026-04-02 | 766 | 90,69 | 69.469 |
| 2026-04-01 | 834 | 88,47 | 73.784 |
| 2026-03-31 | 2.600 | 83,53 | 217.178 |
| 2026-03-30 | 1.612 | 81,32 | 131.088 |
| 2026-03-25 | 10 | 90,04 | 900 |
| 2026-03-24 | 339 | 90,87 | 30.805 |
| 2026-03-18 | 3.998 | 90,50 | 361.819 |
| 2026-03-17 | 158.125 | 90,55 | 14.318.219 |
| 2026-03-06 | 2 | 96,79 | 194 |
| 2026-03-05 | 262 | 97,40 | 25.519 |
| 2026-02-27 | 307 | 98,61 | 30.273 |
| 2026-02-06 | 1.973 | 93,07 | 183.627 |
| 2026-02-05 | 295 | 94,48 | 27.872 |
| 2026-02-04 | 509 | 93,67 | 47.678 |
| 2026-02-03 | 10.042 | 92,72 | 931.094 |
| 2026-02-02 | 140 | 88,57 | 12.400 |
| 2026-01-21 | 9.949 | 97,16 | 966.645 |
| 2026-01-20 | 25.489 | 99,12 | 2.526.470 |
| 2026-01-16 | 637 | 100,77 | 64.190 |
| 2026-01-15 | 515 | 99,93 | 51.464 |
| 2026-01-14 | 974 | 98,45 | 95.890 |
| 2026-01-13 | 3.492 | 96,72 | 337.746 |
| 2026-01-12 | 3.810 | 93,29 | 355.435 |
| 2026-01-09 | 4.182 | 91,80 | 383.908 |
| 2026-01-06 | 146 | 83,51 | 12.192 |
| 2025-12-30 | 47 | 81,92 | 3.850 |
| 2025-12-22 | 3.567 | 85,71 | 305.728 |
Hinweis
Ersteller: Verantwortlich für Erstellung und Verbreitung ist der Betreiber dieser Website (siehe Impressum). Die Einstufung wird arbeitstäglich automatisiert neu berechnet — Stand: 14.06.2026.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in besprochenen Werten halten. Methodik: Signal-Komponenten und Gewichte.