Stammdaten
Peloton Interactive, Inc. bietet interaktive Fitness-Produkte in Nordamerika und international an. Es bietet verbundene Fitness-Produkte mit Touchscreen an, die Live- und On-Demand-Kurse unter den Namen Peloton Bike, Peloton Bike+, Peloton Tread und Peloton Tread+ streamen. Das Unternehmen bietet auch verbundene Fitness-Abonnements für verschiedene Haushaltsbenutzer und Zugang zu verschiedenen Live- und On-Demand-Kursen sowie die Peloton Digital App für verbundene Fitness-Abonnenten, um Zugang zu ihren Kursen zu ermöglichen. Zum 30. Juni 2021 hatte es ungefähr 5,9 Millionen Mitglieder. Das Unternehmen vermarktet und verkauft seine interaktiven Fitness-Produkte direkt über seine Einzelhandelszentren und bei onepeloton.com. Peloton Interactive, Inc. wurde 2012 gegründet und hat seinen Sitz in New York, New York. KI
Unternehmen & Branche
| Name | PELOTON INTERACTIVE, INC. |
|---|---|
| Ticker | PTON |
| CIK | 0001639825 |
| Börse | Nasdaq |
| Sektor | Zyklischer Konsum |
| Industrie | Freizeit, Sport & Erholung |
| SIC | 3949 · Sporting & Athletic Goods, NEC |
Wertpapier & Kennzahlen
| CUSIP | 70614W100 |
|---|---|
| ISIN | US70614W1009 |
| Typ | Common Stock |
| Marktkapitalisierung | 2,37 Mrd. USD |
| Beta | 2,52 |
Sitz & Kontakt
| Geschäftsadresse | C/O PELOTON INTERACTIVE, INC. 441 NINTH AVE., SIXTH FLOOR, 10001 NEW YORK, NY |
|---|---|
| Telefon | (929) 567-0006 |
| EIN (IRS) | 47-3533761 |
Listing & Historie
| Listing-Börsen | Nasdaq |
|---|---|
| Fiskaljahr-Ende | 30.06. |
| SEC-Filer-Status | Large accelerated filer |
Bewertung
| KUV (P/S) | 0,95 vs. 9,06 (2021) ▼ |
|---|---|
| EV/EBITDA | 62,6 |
| FCF-Rendite | 14,0 % vs. -1,3 % (2021) ▲ |
Qualität & Bilanz
| Bruttomarge | 50,9 % vs. 36,2 % (2021) ▲ |
|---|---|
| Operative Marge | -1,5 % vs. -4,7 % (2021) ▲ |
| Nettomarge | -4,8 % vs. -4,7 % (2021) ▼ |
| ROIC | -7,4 % vs. -7,8 % (2021) ▲ |
| Nettoverschuldung/EBITDA | 18,3 |
| Zinsdeckungsgrad | -0,3 vs. -12,7 (2021) ▲ |
| Forderungslaufzeit (DSO) | 15 T vs. 6 T (2021) ▲ |
| Lagerreichweite (DIO) | 61 T vs. 133 T (2021) ▼ |
| Verbindlichkeitslaufzeit (DPO) | 20 T vs. 52 T (2021) ▼ |
| Cash-Conversion-Cycle (CCC) | 56 T vs. 88 T (2021) ▼ |
Basis: SEC-XBRL-Jahresabschluss bis 30.06.2025, 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) | 20,78 | 4,99 | – | – | – | – | |
| KUV (P/S) | 9,06 | 0,83 | 0,95 | 0,46 | 1,09 | 0,97 | |
| EV/EBITDA | – | – | – | – | 68,9 | 17,1 | |
| FCF-Rendite | -1,3 % | -68,3 % | -14,5 % | -5,3 % | 12,3 % | 17,4 % | |
| Qualität & Bilanz | |||||||
| Bruttomarge | 36,2 % | 19,5 % | 33,0 % | 44,7 % | 50,9 % | 52,0 % | |
| Operative Marge | -4,7 % | -76,3 % | -42,8 % | -19,6 % | -1,5 % | 4,5 % | |
| Nettomarge | -4,7 % | -78,9 % | -45,1 % | -20,4 % | -4,8 % | 0,9 % | |
| ROIC | -7,8 % | -200,2 % | -323,8 % | -34,3 % | -7,4 % | 1,5 % | |
| Nettoverschuldung/EBITDA | – | – | – | – | 18,3 | 3,6 | |
| Zinsdeckungsgrad | -12,7 | -63,6 | -12,3 | -4,7 | -0,3 | 0,9 | |
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™ ⓘ
ⓘ
PTON
PELOTON INTERACTIVE, INC.
Effektiv
Neutral
Handelsvolumen
Mittel
Insider
0,0
Keine Insider-Käufe
Institutionell
66,3
90 neu, 152 erhöht, -822545K $ netto
Aktivist
49,7
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 | Bullisch | 10 % | 5.87 | +11.6 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 5.75 | +14.0 % vs SMA200 | |
| SMA-Cross | Bullisch | 10 % | GOLDEN | vor 4 Tagen @ 6.26 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 6.12 | EMA50: 5.85 | |
| MACD-Histogramm | Bullisch | 10 % | 0.014 | Bullisch | |
| RSI(14) | Neutral | 10 % | 62.5 | Neutral (30–70) | |
| Stoch %K(14) | Bärisch | 5 % | 97.6 | Überkauft | |
| ADX(14)+DI | Neutral | 10 % | 15.3 | +DI: 31.5 / −DI: 19.6 | |
| Z-Score(60) | Bärisch | 5 % | 2.00 | Extrem überkauft | |
| 52W-Position | Neutral | 5 % | 53.7 % | Hoch 9.00 / Tief 3.71 | |
| Bollinger(20,2σ) | Bärisch | 5 % | 98.4 % | Upper 6.56 / Mid 6.09 / Lower 5.62 | |
| LinReg-Slope(60) | Bullisch | 10 % | +0.0153 | R²=0.47 / annualisiert +66.7 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-07-20 | Kirol Charles Peter | Officer, Chief Operating Officer | Open Market Sale | -3.198 | 6,49 | -20.753,10 | -4,7% | |
| 2026-07-14 | Baig Saqib | Officer, Chief Accounting Officer | Open Market Sale | -5.000 | 6,12 | -30.588,50 | -6,9% | |
| 2026-06-09 | Baig Saqib | Officer, Interim CFO, CAO | Open Market Sale | -5.000 | 5,66 | -28.300,00 | -6,4% | |
| 2026-05-22 | Baig Saqib | Officer, Interim CFO, CAO | Open Market Sale | -5.000 | 5,45 | -27.250,00 | -6,2% | |
| 2026-05-20 | Sanders Dion C. | Officer, Chief Commercial Officer | Open Market Sale | -112.523 | 5,19 | -583.600,54 | -132,2% | |
| 2026-05-20 | Baig Saqib | Officer, Interim CFO, CAO | Open Market Sale | -5.973 | 5,19 | -30.981,35 | -7,0% | |
| 2026-05-18 | Baig Saqib | Officer, Interim CFO, CAO | Open Market Sale | -29.075 | 5,27 | -153.353,18 | -34,7% | |
| 2026-04-27 | Baig Saqib | Officer, Interim CFO, CAO | Open Market Sale | -15.000 | 5,50 | -82.500,00 | -18,7% | |
| 2026-04-20 | Kirol Charles Peter | Officer, Chief Operating Officer | Open Market Sale | -3.670 | 5,16 | -18.948,21 | -4,3% | |
| 2026-04-16 | Kirol Charles Peter | Officer, Chief Operating Officer | Open Market Sale | -19.806 | 5,02 | -99.436,02 | -22,5% | |
| 2026-03-16 | Coddington Elizabeth F | Officer, Chief Financial Officer | Open Market Sale | -21.819 | 3,87 | -84.500,62 | -19,1% | |
| 2026-03-16 | Caldwell Nick V. | Officer, Chief Product Officer | Open Market Sale | -42.632 | 3,86 | -164.768,42 | -37,3% | |
| 2026-02-20 | Cotter Jennifer Cunningham | Officer, Chief Content Officer | Open Market Sale | -154.497 | 4,41 | -681.671,66 | -154,5% | |
| 2026-02-20 | Sanders Dion C. | Officer, Chief Commercial Officer | Open Market Sale | -146.844 | 4,41 | -647.934,47 | -146,8% | |
| 2026-02-18 | Baig Saqib | Officer, Chief Accounting Officer | Open Market Sale | -5.722 | 4,31 | -24.642,94 | -5,6% | |
| 2026-02-17 | Sanders Dion C. | Officer, Chief Commercial Officer | Open Market Sale | -88.242 | 4,14 | -365.039,51 | -82,7% | |
| 2026-02-17 | Caldwell Nick V. | Officer, Chief Product Officer | Open Market Sale | -50.570 | 4,15 | -209.885,73 | -47,6% | |
| 2026-02-17 | Kirol Charles Peter | Officer, Chief Operating Officer | Open Market Sale | -6.419 | 4,14 | -26.549,63 | -6,0% | |
| 2026-02-17 | Coddington Elizabeth F | Officer, Chief Financial Officer | Open Market Sale | -238.013 | 4,18 | -994.180,30 | -225,3% | |
| 2026-02-17 | Baig Saqib | Officer, Chief Accounting Officer | Open Market Sale | -30.918 | 4,14 | -127.944,87 | -29,0% | |
| 2026-02-17 | Stern Peter C | Director, Officer, President and CEO | Open Market Sale | -31.461 | 4,14 | -130.213,93 | -29,5% | |
| 2026-02-17 | Cotter Jennifer Cunningham | Officer, Chief Content Officer | Open Market Sale | -125.432 | 4,15 | -519.965,81 | -117,8% | |
| 2026-01-21 | Kirol Charles Peter | Officer, Chief Operating Officer | Open Market Sale | -3.399 | 5,85 | -19.895,03 | -4,5% | |
| 2026-01-16 | Kirol Charles Peter | Officer, Chief Operating Officer | Open Market Sale | -22.520 | 6,47 | -145.650,35 | -33,0% | |
| 2026-01-13 | Caldwell Nick V. | Officer, Chief Product Officer | Open Market Sale | -25.135 | 7,00 | -175.947,51 | -39,9% | |
| 2026-01-13 | Baig Saqib | Officer, Chief Accounting Officer | Open Market Sale | -10.000 | 6,87 | -68.680,00 | -15,6% | |
| 2026-01-09 | Baig Saqib | Officer, Chief Accounting Officer | Open Market Sale | -5.000 | 6,95 | -34.750,00 | -7,9% | |
| 2026-01-09 | Caldwell Nick V. | Officer, Chief Product Officer | Open Market Sale | -75.762 | 7,00 | -530.334,00 | -120,2% | |
| 2026-01-02 | Stern Peter C | Director, Officer, President and CEO | Open Market Sale | -124.405 | 6,04 | -750.896,14 | -170,1% | |
| 2025-12-16 | Caldwell Nick V. | Officer, Chief Product Officer | Open Market Sale | -64.617 | 6,21 | -401.349,11 | -90,9% | |
| 2025-12-15 | Coddington Elizabeth F | Officer, Chief Financial Officer | Open Market Sale | -21.820 | 6,31 | -137.749,66 | -31,2% | |
| 2025-12-08 | Baig Saqib | Officer, Chief Accounting Officer | Open Market Sale | -5.000 | 6,39 | -31.944,00 | -7,2% | |
| 2025-11-20 | Cotter Jennifer Cunningham | Officer, Chief Content Officer | Open Market Sale | -131.495 | 6,64 | -873.626,48 | -197,9% | |
| 2025-11-20 | Sanders Dion C. | Officer, Chief Commercial Officer | Open Market Sale | -111.036 | 6,64 | -737.745,39 | -167,2% | |
| 2025-11-19 | Baig Saqib | Officer, Chief Accounting Officer | Open Market Sale | -2.387 | 6,97 | -16.638,58 | -3,8% | |
| 2025-11-17 | Caldwell Nick V. | Officer, Chief Product Officer | Open Market Sale | -68.262 | 7,25 | -495.001,89 | -112,2% | |
| 2025-11-17 | Sanders Dion C. | Officer, Chief Commercial Officer | Open Market Sale | -124.047 | 7,22 | -895.879,84 | -203,0% | |
| 2025-11-17 | Coddington Elizabeth F | Officer, Chief Financial Officer | Open Market Sale | -238.014 | 7,18 | -1.709.511,75 | -387,3% | |
| 2025-11-17 | Baig Saqib | Officer, Chief Accounting Officer | Open Market Sale | -42.267 | 7,25 | -306.609,04 | -69,5% | |
| 2025-11-17 | Stern Peter C | Director, Officer, President and CEO | Open Market Sale | -31.456 | 7,27 | -228.675,68 | -51,8% | |
| 2025-11-17 | Cotter Jennifer Cunningham | Officer, Chief Content Officer | Open Market Sale | -148.432 | 7,22 | -1.072.079,81 | -242,9% | |
| 2025-11-17 | Kirol Charles Peter | Officer, Chief Operating Officer | Open Market Sale | -7.936 | 7,29 | -57.852,65 | -13,1% | |
| 2025-11-12 | Boone Karen | Director | Open Market Sale | -25.000 | 7,43 | -185.857,50 | -42,1% | |
| 2025-10-22 | Kirol Charles Peter | Officer, Chief Operating Officer | Open Market Sale | -8.989 | 8,00 | -71.912,00 | -16,3% | |
| 2025-10-20 | Kirol Charles Peter | Officer, Chief Operating Officer | Open Market Sale | -3.596 | 7,56 | -27.171,38 | -6,2% | |
| 2025-10-16 | Kirol Charles Peter | Officer, Chief Operating Officer | Open Market Sale | -20.554 | 7,57 | -155.671,89 | -35,3% | |
| 2025-09-30 | Kirol Charles Peter | Officer, Chief Operating Officer | Open Market Sale | -8.969 | 9,00 | -80.721,00 | -18,3% | |
| 2025-09-18 | Sanders Dion C. | Officer, Chief Commercial Officer | Open Market Sale | -110.753 | 8,05 | -891.340,14 | -202,0% | |
| 2025-09-18 | Cotter Jennifer Cunningham | Officer, Chief Content Officer | Open Market Sale | -110.235 | 8,05 | -887.160,26 | -201,0% | |
| 2025-09-16 | Cotter Jennifer Cunningham | Officer, Chief Content Officer | Open Market Sale | -128.429 | 7,79 | -1.000.449,07 | -226,7% | |
| 2025-09-16 | Coddington Elizabeth F | Officer, Chief Financial Officer | Open Market Sale | -238.664 | 7,85 | -1.872.462,28 | -424,3% | |
| 2025-09-16 | Stern Peter C | Director, Officer, President and CEO | Open Market Sale | -152.265 | 7,78 | -1.184.149,68 | -268,3% | |
| 2025-09-16 | Sanders Dion C. | Officer, Chief Commercial Officer | Open Market Sale | -127.911 | 7,78 | -995.160,37 | -225,5% | |
| 2025-09-16 | Caldwell Nick V. | Officer, Chief Product Officer | Open Market Sale | -206.901 | 7,78 | -1.609.317,36 | -364,6% | |
| 2025-09-15 | Coddington Elizabeth F | Officer, Chief Financial Officer | Open Market Sale | -21.819 | 8,09 | -176.541,89 | -40,0% | |
| 2025-09-04 | Kirol Charles Peter | Officer, Chief Operating Officer | Open Market Sale | -8.969 | 8,00 | -71.752,00 | -16,3% | |
| 2025-08-28 | Kirol Charles Peter | Officer, Chief Operating Officer | Open Market Sale | -3.587 | 7,60 | -27.254,03 | -6,2% | |
| 2025-08-22 | Caldwell Nick V. | Officer, Chief Product Officer | Open Market Sale | -10.477 | 8,00 | -83.816,00 | -19,0% | |
| 2025-08-20 | Cotter Jennifer Cunningham | Officer, Chief Content Officer | Open Market Sale | -134.476 | 7,61 | -1.023.913,71 | -232,0% | |
| 2025-08-20 | Baig Saqib | Officer, Chief Accounting Officer | Open Market Sale | -21.736 | 7,62 | -165.532,68 | -37,5% | |
| 2025-08-20 | Sanders Dion C. | Officer, Chief Commercial Officer | Open Market Sale | -113.439 | 7,61 | -863.679,17 | -195,7% | |
| 2025-08-18 | Cotter Jennifer Cunningham | Officer, Chief Content Officer | Open Market Sale | -146.315 | 8,37 | -1.224.437,08 | -277,4% | |
| 2025-08-18 | Caldwell Nick V. | Officer, Chief Product Officer | Open Market Sale | -66.949 | 8,42 | -563.610,16 | -127,7% | |
| 2025-08-18 | Baig Saqib | Officer, Chief Accounting Officer | Open Market Sale | -32.672 | 8,35 | -272.781,80 | -61,8% | |
| 2025-08-18 | Coddington Elizabeth F | Officer, Chief Financial Officer | Open Market Sale | -118.681 | 8,44 | -1.001.121,71 | -226,8% | |
| 2025-08-18 | Coddington Elizabeth F | Officer, Chief Financial Officer | Open Market Sale | -67.139 | 8,39 | -563.611,76 | -127,7% | |
| 2025-08-18 | Sanders Dion C. | Officer, Chief Commercial Officer | Open Market Sale | -122.917 | 8,34 | -1.025.656,32 | -232,4% | |
| 2025-08-07 | Caldwell Nick V. | Officer, Chief Product Officer | Open Market Sale | -30.290 | 8,00 | -242.320,00 | -54,9% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
⚠ Vorläufige Daten: Erst 3189 von typischerweise 8405 Fonds (38 %) 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 |
|---|---|---|---|---|---|---|---|
| LINDEN ADVISORS LP | 139.590.000 | 0 | 139.590.000 | 187.375.496 | Neu | +100,0% | |
| BlackRock, Inc. | 37.698.198 | 0 | 37.698.198 | 145.842.144 | Neu | +100,0% | |
| Nantahala Capital Management, LLC | 29.938.900 | 0 | 29.938.900 | 128.437.881 | Neu | +100,0% | |
| Context Capital Management, LLC | 66.886.000 | 75.787.000 | -8.901.000 | 108.520.065 | Reduziert | -11,7% | |
| DnB Asset Management AS | 22.685.343 | 0 | 22.685.343 | 97.320.121 | Neu | +100,0% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 17.969.331 | 0 | 17.969.331 | 77.088.430 | Neu | +100,0% | |
| D. E. Shaw & Co., Inc. | 17.868.666 | 0 | 17.868.666 | 76.656.577 | Neu | +100,0% | |
| Quinn Opportunity Partners LLC | 14.051.730 | 0 | 14.051.730 | 60.281.922 | Neu | +100,0% | |
| Alyeska Investment Group, L.P. | 12.123.812 | 0 | 12.123.812 | 52.011.153 | Neu | +100,0% | |
| UBS Group AG | 11.994.430 | 0 | 11.994.430 | 51.397.005 | Neu | +100,0% | |
| STATE STREET CORP | 16.115.111 | 0 | 16.115.111 | 48.551.202 | Neu | +100,0% | |
| DME Capital Management, LP | 10.113.940 | 0 | 10.113.940 | 43.388.803 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 9.988.727 | 0 | 9.988.727 | 42.860.061 | Neu | +100,0% | |
| FRANKLIN RESOURCES INC | 30.231.471 | 0 | 30.231.471 | 41.783.011 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 9.272.085 | 0 | 9.272.085 | 39.777.245 | Neu | +100,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.199.534 | 0 | 8.199.534 | 35.176.001 | Neu | +100,0% | |
| MACKAY SHIELDS LLC | 21.499.000 | 19.417.000 | 2.082.000 | 34.867.996 | Aufgestockt | +10,7% | |
| JANE STREET GROUP, LLC | 7.969.844 | 0 | 7.969.844 | 33.994.779 | Neu | +100,0% | |
| HBK INVESTMENTS L P | 24.002.500 | 0 | 24.002.500 | 33.674.841 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 6.869.770 | 0 | 6.869.770 | 29.471.312 | Neu | +100,0% | |
| Pale Fire Capital SE | 6.234.577 | 0 | 6.234.577 | 26.746.335 | Neu | +100,0% | |
| HENNESSY ADVISORS INC | 4.487.400 | 4.487.400 | 0 | 26.520.534 | Unverändert | 0,0% | |
| SCOGGIN MANAGEMENT LP | 5.507.900 | 0 | 5.507.900 | 23.628.891 | Neu | +100,0% | |
| DEUTSCHE BANK AG\ | 9.533.163 | 0 | 9.533.163 | 21.802.059 | Neu | +100,0% | |
| TWO SIGMA INVESTMENTS, LP | 4.713.491 | 0 | 4.713.491 | 20.220.876 | Neu | +100,0% | |
| Calamos Advisors LLC | 13.225.284 | 0 | 13.225.284 | 19.878.468 | Neu | +100,0% | |
| Schonfeld Strategic Advisors LLC | 4.437.463 | 0 | 4.437.463 | 19.036.715 | Neu | +100,0% | |
| MORGAN STANLEY | 3.992.143 | 0 | 3.992.143 | 17.126.299 | Neu | +100,0% | |
| CITIGROUP INC | 3.731.249 | 0 | 3.731.249 | 16.007.058 | Neu | +100,0% | |
| Technology Crossover Management IX, Ltd. | 3.676.413 | 0 | 3.676.413 | 15.771.812 | Neu | +100,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.633.167 | 0 | 3.633.167 | 15.586.286 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 3.399.638 | 0 | 3.399.638 | 14.584.447 | Neu | +100,0% | |
| FMR LLC | 6.001.784 | 0 | 6.001.784 | 13.567.144 | Neu | +100,0% | |
| Sculptor Capital LP | 9.351.200 | 0 | 9.351.200 | 12.694.250 | Neu | +100,0% | |
| AQR CAPITAL MANAGEMENT LLC | 2.988.182 | 0 | 2.988.182 | 12.221.666 | Neu | +100,0% | |
| GROUP ONE TRADING LLC | 2.770.521 | 0 | 2.770.521 | 11.885.535 | Neu | +100,0% | |
| Neuberger Berman Group LLC | 2.642.631 | 0 | 2.642.631 | 11.306.317 | Neu | +100,0% | |
| Technology Crossover Management X, Ltd. | 2.541.626 | 0 | 2.541.626 | 10.903.576 | Neu | +100,0% | |
| SIMPLEX TRADING, LLC | 2.518.179 | 0 | 2.518.179 | 10.802.987 | Neu | +100,0% | |
| COATUE MANAGEMENT LLC | 2.500.000 | 0 | 2.500.000 | 10.725.000 | Neu | +100,0% | |
| IMC-Chicago, LLC | 2.410.653 | 0 | 2.410.653 | 10.341.701 | Neu | +100,0% | |
| CastleKnight Management LP | 2.405.200 | 0 | 2.405.200 | 10.318.308 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 2.830.039 | 0 | 2.830.039 | 10.149.190 | Neu | +100,0% | |
| Nuveen, LLC | 2.352.667 | 0 | 2.352.667 | 10.092.941 | Neu | +100,0% | |
| Qube Research & Technologies Ltd | 2.337.631 | 0 | 2.337.631 | 10.028.437 | Neu | +100,0% | |
| NOMURA HOLDINGS INC | 2.306.525 | 0 | 2.306.525 | 9.894.992 | Neu | +100,0% | |
| BARCLAYS PLC | 2.170.628 | 0 | 2.170.628 | 9.311.994 | Neu | +100,0% | |
| Walleye Trading LLC | 2.159.839 | 0 | 2.159.839 | 9.265.709 | Neu | +100,0% | |
| MILLENNIUM MANAGEMENT LLC | 2.127.916 | 0 | 2.127.916 | 9.128.760 | Neu | +100,0% | |
| Aperture Investors, LLC | 2.070.484 | 0 | 2.070.484 | 8.882.376 | Neu | +100,0% |
Top-Fondshalter (Stand: 30.06.2026) ⓘ
⚠ Vorläufige Daten: Erst 3189 von typischerweise 8405 Fonds (38 %) 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 |
|---|---|---|---|---|---|---|---|
| Context Capital Management, LLC | 66.886.000 | 75.787.000 | -11,7% | 108.520.065 | 55,42 | 100 % | 17 Q |
| MACKAY SHIELDS LLC | 21.499.000 | 19.417.000 | +10,7% | 34.867.996 | 17,81 | 5 % | 5 Q |
| HENNESSY ADVISORS INC | 4.487.400 | 4.487.400 | 0,0% | 26.520.534 | 13,54 | 100 % | 6 Q |
| ZAZOVE ASSOCIATES LLC | 2.000.000 | 0 | +100,0% | 3.233.450 | 1,65 | – | 1 Q |
| KIRR MARBACH & CO LLC /IN/ | 484.565 | 483.506 | +0,2% | 2.863.780 | 1,46 | 92 % | 5 Q |
| Clare Market Investments LLC | 442.150 | 92.500 | +378,0% | 2.613.107 | 1,33 | 100 % | 3 Q |
| COMMONWEALTH EQUITY SERVICES, LLC | 396.300 | 414.605 | -4,4% | 2.342.132 | 1,20 | – | 17 Q |
| Concurrent Investment Advisors, LLC | 287.168 | 229.549 | +25,1% | 1.697.163 | 0,87 | 100 % | 6 Q |
| Benefit Street Partners LLC | 250.000 | 250.000 | 0,0% | 1.477.500 | 0,75 | 100 % | 2 Q |
| Louisiana State Employees Retirement System | 182.800 | 0 | +100,0% | 1.080.348 | 0,55 | 100 % | 1 Q |
| ALBION FINANCIAL GROUP /UT | 145.000 | 145.000 | 0,0% | 856.950 | 0,44 | 0 % | 17 Q |
| Banco Santander, S.A. | 130.376 | 181.917 | -28,3% | 770.522 | 0,39 | 100 % | 7 Q |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 131.266 | 87.362 | +50,3% | 769.219 | 0,39 | 4 % | 7 Q |
| NEW YORK STATE COMMON RETIREMENT FUND | 127.956 | 117.656 | +8,8% | 756.220 | 0,39 | 100 % | 17 Q |
| Police & Firemen's Retirement System of New Jersey | 120.661 | 105.789 | +14,1% | 713.107 | 0,36 | 100 % | 7 Q |
| YOUSIF CAPITAL MANAGEMENT, LLC | 110.513 | 0 | +100,0% | 653.132 | 0,33 | 24 % | 1 Q |
| ANGELES WEALTH MANAGEMENT, LLC | 107.604 | 0 | +100,0% | 635.940 | 0,32 | 0 % | 1 Q |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 98.922 | 0 | +100,0% | 584.629 | 0,30 | 100 % | 1 Q |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 94.000 | 0 | +100,0% | 555.540 | 0,28 | 100 % | 1 Q |
| Procyon Advisors, LLC | 53.307 | 52.357 | +1,8% | 315.044 | 0,16 | 100 % | 6 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 116 | 99,2 | 196 |
| 31.03.2026 | ✓ | 444 | 729,2 | 2.028 |
| 31.12.2025 | ✓ | 458 | 922,0 | 3.015 |
| 30.09.2025 | ✓ | 481 | 856,5 | 4.111 |
| 30.06.2025 | ✓ | 462 | 810,5 | 3.258 |
| 31.03.2025 | ✓ | 458 | 506,3 | 2.352 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| Pale Fire Capital SE | 6.234.577 | 26.746.335 |
| MACKAY SHIELDS LLC | 19.417.000 | 26.005.440 |
| Sculptor Capital LP | 9.300.000 | 12.474.602 |
| COATUE MANAGEMENT LLC | 2.500.000 | 10.725.000 |
| Kanen Wealth Management LLC | 1.762.197 | 7.559.825 |
| Bastion Asset Management Inc. | 1.655.100 | 7.019.818 |
| Simcoe Capital Management, LLC | 1.209.925 | 5.190.578 |
| Bridgewater Associates, LP | 782.897 | 3.358.628 |
| Cinctive Capital Management LP | 591.877 | 2.539.152 |
| STEADFAST CAPITAL MANAGEMENT LP | 501.000 | 2.149.290 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| DnB Asset Management AS | 22.685.343 | 11.908.716 | +110.5 % | 97.320.121 |
| DME Capital Management, LP | 10.113.940 | 9.867.480 | +4003.7 % | 43.388.803 |
| Quinn Opportunity Partners LLC | 14.051.730 | 8.260.614 | +142.6 % | 60.281.922 |
| Alyeska Investment Group, L.P. | 12.123.812 | 6.661.468 | +122.0 % | 52.011.153 |
| Nantahala Capital Management, LLC | 12.000.000 | 6.067.324 | +102.3 % | 51.480.000 |
| UBS Group AG | 7.813.980 | 4.296.668 | +122.2 % | 33.462.874 |
| T. Rowe Price Investment Management, Inc. | 11.627.891 | 2.689.135 | +30.1 % | 49.884 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.535.034 | 2.459.008 | +228.5 % | 15.165.296 |
| CITADEL ADVISORS LLC | 2.868.985 | 2.071.234 | +259.6 % | 12.307.946 |
| AQR CAPITAL MANAGEMENT LLC | 2.988.182 | 1.985.318 | +198.0 % | 12.221.666 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| FMR LLC | 6.001.784 | -44.331.737 | -88.1 % | 13.567.144 |
| LAZARD ASSET MANAGEMENT LLC | 849.000 | -39.598.570 | -97.9 % | 11.377 |
| D. E. Shaw & Co., Inc. | 17.856.566 | -33.280.595 | -65.1 % | 76.604.668 |
| CANADA PENSION PLAN INVESTMENT BOARD | 1.588.900 | -30.105.860 | -95.0 % | 6.816.381 |
| BNP PARIBAS FINANCIAL MARKETS | 2.818.735 | -7.440.513 | -72.5 % | 7.133.883 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 3.056.288 | -6.216.673 | -67.0 % | 13.113 |
| MILLENNIUM MANAGEMENT LLC | 965.216 | -5.855.121 | -85.8 % | 4.140.777 |
| SILVERBACK ASSET MANAGEMENT LLC | 1.368.000 | -5.752.000 | -80.8 % | 1.834.530 |
| FRANKLIN RESOURCES INC | 30.231.471 | -5.654.607 | -15.8 % | 41.783.011 |
| Context Capital Management, LLC | 75.787.000 | -5.149.000 | -6.4 % | 101.554.580 |
Zusätzlich aktuell von 109 Mutual Funds/ETFs gehalten (N-PORT). Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Δ-Balken |
|---|---|---|---|---|---|---|
| 04.06.2026 | BlackRock, Inc. | Passiv (13G/A) | 14,00 % | 58.215.193 | Neu | |
| 15.05.2026 | Nantahala Capital Management, LLC (+2) | Passiv (13G) | 7,31 % | 29.938.900 | +3,92 pp | |
| 14.05.2026 | DNB Asset Management AS | Passiv (13G) | 6,61 % | 22.685.343 | Neu | |
| 06.05.2026 | Abigail P. Johnson (+1) | Passiv (13G/A) | 0,70 % | 2.780.177 | -6,40 pp | |
| 30.04.2026 | Vanguard Capital Management | Passiv (13G) | 5,15 % | 21.103.675 | Neu | |
| 27.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -10,02 pp | |
| 17.02.2026 | T. Rowe Price Investment Management, Inc. | Passiv (13G/A) | 2,20 % | 8.938.756 | -3,60 pp | |
| 15.05.2025 | D. E. Shaw & Co., L.L.C. | Passiv (13G/A) | 3,90 % | 15.010.260 | -1,10 pp | |
| 15.05.2025 | D. E. Shaw & Co., L.P. (+1) | Passiv (13G/A) | 4,00 % | 15.358.326 | -1,10 pp | |
| 14.05.2025 | T. Rowe Price Investment Management, Inc. | Passiv (13G) | 5,80 % | 21.760.678 | Neu | |
| 12.05.2025 | Abigail P. Johnson (+1) | Passiv (13G) | 7,10 % | 26.468.431 | Neu | |
| 07.05.2025 | The Vanguard Group | Passiv (13G/A) | 10,02 % | 37.482.845 | +0,06 pp | |
| 30.04.2025 | The Vanguard Group | Passiv (13G/A) | 9,96 % | 37.246.627 | +1,10 pp | |
| 07.04.2025 | Morgan Stanley | Passiv (13G/A) | 3,90 % | 14.441.779 | -7,20 pp | |
| 07.04.2025 | Morgan Stanley Investment Management Inc. | Passiv (13G/A) | 3,80 % | 14.048.619 | -7,10 pp | |
| 14.02.2025 | Nantahala Capital Management, LLC (+2) | Passiv (13G/A) | 3,39 % | 12.314.603 | -1,81 pp | |
| 26.12.2024 | D. E. Shaw & Co., L.L.C. | Passiv (13G) | 5,00 % | 18.263.744 | Neu | |
| 26.12.2024 | D. E. Shaw & Co., L.P. (+1) | Passiv (13G) | 5,10 % | 18.465.045 | Neu | |
| 14.11.2024 | Nantahala Capital Management, LLC (+2) | Passiv (13G) | 5,20 % | 18.643.331 | Neu | |
| 14.11.2024 | T. ROWE PRICE ASSOCIATES, INC. | Passiv (13G/A) | 0,10 % | 302.615 | -5,90 pp | |
| 13.11.2024 | Capital World Investors | Passiv (13G/A) | 2,20 % | 7.742.528 | -5,50 pp | |
| 08.11.2024 | . BlackRock, Inc. | Passiv (13G) | 7,10 % | 25.368.657 | 0,00 pp | |
| 22.10.2024 | . BlackRock, Inc. | Passiv (13G) | 7,10 % | 25.368.657 | +2,20 pp | |
| 07.03.2024 | . BlackRock, Inc. | Passiv (13G/A) | 4,90 % | 17.129.622 | -0,10 pp | |
| 14.02.2024 | T. ROWE PRICE ASSOCIATES, INC. | Passiv (13G/A) | 6,00 % | 20.683.306 | -0,20 pp | |
| 13.02.2024 | The Vanguard Group | Passiv (13G/A) | 8,86 % | 30.339.386 | +0,21 pp | |
| 09.02.2024 | Capital World Investors | Passiv (13G/A) | 7,70 % | 26.259.325 | -0,10 pp | |
| 09.02.2024 | Morgan Stanley | Passiv (13G/A) | 11,10 % | 38.075.066 | -0,50 pp | |
| 09.02.2024 | Morgan Stanley Investment Management Inc. | Passiv (13G/A) | 10,90 % | 37.438.280 | -0,60 pp | |
| 31.01.2024 | . BlackRock, Inc. | Passiv (13G) | 5,00 % | 17.131.002 | +0,01 pp | |
| 10.10.2023 | Morgan Stanley | Passiv (13G/A) | 11,60 % | 39.490.728 | +5,50 pp | |
| 10.10.2023 | Morgan Stanley Investment Management Inc. | Passiv (13G/A) | 11,50 % | 39.002.152 | +5,70 pp | |
| 12.06.2023 | T. ROWE PRICE ASSOCIATES, INC. | Passiv (13G/A) | 6,20 % | 20.972.712 | -9,30 pp | |
| 14.02.2023 | T. ROWE PRICE ASSOCIATES, INC. | Passiv (13G/A) | 15,50 % | 48.455.871 | 0,00 pp | |
| 13.02.2023 | Capital World Investors | Passiv (13G) | 7,80 % | 24.473.268 | Neu | |
| 10.02.2023 | John Paul Foley | Passiv (13G/A) | 4,40 % | 14.399.690 | -1,20 pp | |
| 10.02.2023 | Morgan Stanley | Passiv (13G) | 6,10 % | 19.183.900 | +5,50 pp | |
| 10.02.2023 | Morgan Stanley Investment Management Inc. | Passiv (13G) | 5,80 % | 18.214.912 | Neu | |
| 09.02.2023 | The Vanguard Group | Passiv (13G/A) | 8,65 % | 27.127.665 | +0,29 pp | |
| 12.12.2022 | T. ROWE PRICE ASSOCIATES, INC. | Passiv (13G/A) | 15,50 % | 48.467.324 | +5,20 pp |
US Congress Trades (STOCK Act)
| Datum | Mitglied | Partei | Kammer | Typ | Betrag-Bereich |
|---|---|---|---|---|---|
| 05.06.2026 | James Banks | – | Senate | Verkauf | $1,001 – $15,000 |
| 19.03.2026 | Maria Elvira Salazar | – | House | Kauf | $1,001 – $15,000 |
| 19.03.2026 | Maria Elvira Salazar | – | 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 →
Finanzkennzahlen (SEC XBRL) ⓘ
Währung:
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 630.900.000 $ | 26.400.000 $ | 0,06 $ | 2.017.400.000 $ | -241.900.000 $ |
| 2025-12-31 | 10-Q | 656.500.000 $ | -38.800.000 $ | -0,09 $ | 2.164.600.000 $ | -326.700.000 $ |
| 2025-09-30 | 10-Q | 550.800.000 $ | 13.900.000 $ | 0,03 $ | 2.170.100.000 $ | -347.000.000 $ |
| 2025-06-30 | 10-K | – | -118.900.000 $ | -0,30 $ | 2.125.300.000 $ | -413.800.000 $ |
| 2025-03-31 | 10-Q | 624.000.000 $ | -47.700.000 $ | -0,12 $ | 2.064.800.000 $ | -491.300.000 $ |
| 2024-12-31 | 10-Q | 673.900.000 $ | -92.000.000 $ | -0,24 $ | 2.109.800.000 $ | -497.200.000 $ |
| 2024-09-30 | 10-Q | 586.000.000 $ | -900.000 $ | 0,00 $ | 2.157.100.000 $ | -480.300.000 $ |
| 2024-06-30 | 10-K | – | -551.900.000 $ | -1,51 $ | 2.185.200.000 $ | -519.100.000 $ |
| 2024-03-31 | 10-Q | – | -167.300.000 $ | -0,45 $ | 2.408.500.000 $ | -590.400.000 $ |
| 2023-12-31 | 10-Q | – | -194.900.000 $ | -0,54 $ | 2.569.400.000 $ | -499.300.000 $ |
| 2023-09-30 | 10-Q | – | -159.300.000 $ | -0,44 $ | 2.672.800.000 $ | -370.900.000 $ |
| 2023-06-30 | 10-K | – | -1.261.700.000 $ | -3,64 $ | 2.769.100.000 $ | -295.100.000 $ |
| 2023-03-31 | 10-Q | – | -275.900.000 $ | -0,79 $ | 3.016.300.000 $ | -127.000.000 $ |
| 2022-12-31 | 10-Q | – | -335.400.000 $ | -0,98 $ | 3.301.100.000 $ | 30.500.000 $ |
| 2022-09-30 | 10-Q | – | -408.500.000 $ | -1,20 $ | 3.592.500.000 $ | 258.500.000 $ |
| 2022-06-30 | 10-K | – | -2.827.700.000 $ | -8,77 $ | 4.028.500.000 $ | 592.900.000 $ |
| 2022-03-31 | 10-Q | – | -757.100.000 $ | -2,27 $ | 4.414.800.000 $ | 1.753.000.000 $ |
| 2021-12-31 | 10-Q | – | -439.400.000 $ | -1,39 $ | 5.482.500.000 $ | 2.368.900.000 $ |
| 2021-09-30 | 10-Q | – | -376.000.000 $ | -1,25 $ | 4.414.500.000 $ | 1.506.900.000 $ |
| 2021-06-30 | 10-K | – | -189.000.000 $ | -0,64 $ | 4.485.600.000 $ | 1.754.100.000 $ |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Subscription And Circulation | 1,7 Mrd. | 1,7 Mrd. | 1,7 Mrd. | 1,4 Mrd. | 872,2 Mio. | 67,2 % | -2,0% | |
| Product | 817,1 Mio. | 991,7 Mio. | 1,1 Mrd. | 2,2 Mrd. | 3,1 Mrd. | 32,8 % | -17,6% |
Quartalsverlauf
| Segment | Q2 FY2026 | Q1 FY2026 | Q3 FY2025 | Q2 FY2025 | Q1 FY2025 | Q3 FY2024 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|---|
| Subscription And Circulation | 412,6 Mio. | 398,4 Mio. | 418,5 Mio. | 420,6 Mio. | 426,3 Mio. | 437,8 Mio. | 62,8 % | -1,9% | |
| Product | 243,9 Mio. | 152,4 Mio. | 205,5 Mio. | 253,4 Mio. | 159,6 Mio. | 279,9 Mio. | 37,2 % | -3,7% |
Regionen
| Region | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| North America | 2,3 Mrd. | 2,5 Mrd. | 2,6 Mrd. | 3,3 Mrd. | 3,7 Mrd. | 91,3 % | -8,6% | |
| US | 2,2 Mrd. | 2,4 Mrd. | 2,5 Mrd. | 3,1 Mrd. | – | 87,8 % | -8,5% | |
| Non Us | 216,5 Mio. | 213,5 Mio. | 209,1 Mio. | 322,5 Mio. | 283,0 Mio. | 8,7 % | +1,4% |
Quartalsverlauf
| Region | Q2 FY2026 | Q1 FY2026 | Q3 FY2025 | Q2 FY2025 | Q1 FY2025 | Q3 FY2024 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|---|
| North America | 591,7 Mio. | 494,4 Mio. | 572,1 Mio. | 616,7 Mio. | 535,9 Mio. | 659,7 Mio. | 90,1 % | -4,1% | |
| US | 566,4 Mio. | 475,3 Mio. | 549,5 Mio. | 592,2 Mio. | 515,4 Mio. | 632,4 Mio. | 86,3 % | -4,4% | |
| Non Us | 64,8 Mio. | 56,5 Mio. | 52,0 Mio. | 57,3 Mio. | 50,1 Mio. | 58,0 Mio. | 9,9 % | +13,1% |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q3 2026 | 31.03.2026 | 07.05.2026 | 630,9 Mio. USD | 0,06 |
| Q2 2025 | 31.12.2025 | 05.02.2026 | 656,5 Mio. USD | -0,09 |
| Q1 2025 | 30.09.2025 | 06.11.2025 | 550,8 Mio. USD | 0,03 |
| Q3 2025 | 31.03.2025 | 08.05.2025 | 624,0 Mio. USD | -0,12 |
| Q2 2024 | 31.12.2024 | 06.02.2025 | 673,9 Mio. USD | -0,24 |
| Q1 2024 | 30.09.2024 | 31.10.2024 | 586,0 Mio. USD | 0,00 |
| Q3 2024 | 31.03.2024 | 02.05.2024 | 717,7 Mio. USD | -0,45 |
| Q2 2023 | 31.12.2023 | 01.02.2024 | 743,6 Mio. USD | -0,54 |
| Q1 2023 | 30.09.2023 | 02.11.2023 | 595,5 Mio. USD | -0,44 |
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 | |
|---|---|---|---|---|
| 07.05.2026 | 10-Q | 31.03.2026 | 37 Tage | SEC » |
| 05.02.2026 | 10-Q | 31.12.2025 | 36 Tage | SEC » |
| 06.11.2025 | 10-Q | 30.09.2025 | 37 Tage | SEC » |
| 07.08.2025 | 10-K | 30.06.2025 | 38 Tage | SEC » |
| 08.05.2025 | 10-Q | 31.03.2025 | 38 Tage | SEC » |
| 06.02.2025 | 10-Q | 31.12.2024 | 37 Tage | SEC » |
| 31.10.2024 | 10-Q | 30.09.2024 | 31 Tage | SEC » |
| 22.08.2024 | 10-K | 30.06.2024 | 53 Tage | SEC » |
| 02.05.2024 | 10-Q | 31.03.2024 | 32 Tage | SEC » |
| 01.02.2024 | 10-Q | 31.12.2023 | 32 Tage | SEC » |
| 02.11.2023 | 10-Q | 30.09.2023 | 33 Tage | SEC » |
| 23.08.2023 | 10-K | 30.06.2023 | 54 Tage | SEC » |
| 04.05.2023 | 10-Q | 31.03.2023 | 34 Tage | SEC » |
| 01.02.2023 | 10-Q | 31.12.2022 | 32 Tage | SEC » |
| 03.11.2022 | 10-Q | 30.09.2022 | 34 Tage | SEC » |
| 07.09.2022 | 10-K | 30.06.2022 | 69 Tage | SEC » |
| 10.05.2022 | 10-Q | 31.03.2022 | 40 Tage | SEC » |
| 08.02.2022 | 10-Q | 31.12.2021 | 39 Tage | SEC » |
| 05.11.2021 | 10-Q | 30.09.2021 | 36 Tage | SEC » |
| 27.08.2021 | 10-K | 30.06.2021 | 58 Tage | SEC » |
| 07.05.2021 | 10-Q | 31.03.2021 | 37 Tage | SEC » |
| 05.02.2021 | 10-Q | 31.12.2020 | 36 Tage | SEC » |
| 06.11.2020 | 10-Q | 30.09.2020 | 37 Tage | SEC » |
| 11.09.2020 | 10-K | 30.06.2020 | 73 Tage | SEC » |
Kapitalerhöhungen & Emissions-Historie
Emissions-Historie aus den finalen SEC-Prospekten: Börsengang (424B4) und Kapitalerhöhungen (424B5, Folge-/Sekundärplatzierungen). Volumen = Brutto-Erlös (bei Börsengängen zusätzlich der Ausgabepreis). Wiederholte Kapitalerhöhungen deuten auf Verwässerung der Altaktionäre hin.
| Datum (US) | Art | Volumen | |
|---|---|---|---|
| 18.11.2021 | Kapitalerhöhung | $1,07 Mrd · $46,00/Aktie | SEC » |
| 16.11.2021 | Kapitalerhöhung | $1,00 Mrd | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). Beträge in US-Dollar.
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 | |
|---|---|---|---|---|---|
| 24.10.2025 | HV-Einladung | — | — | DEFA14A | SEC » |
| 24.10.2025 | HV-Einladung | 09.12.2025 Jahres-HV | 15.10.2025 | DEF 14A | SEC » |
| 02.12.2024 | HV-Einladung | — | — | DEFA14A | SEC » |
| 31.10.2024 | HV-Einladung | — | — | DEFA14A | SEC » |
| 22.10.2024 | HV-Einladung | — | — | DEFA14A | SEC » |
| 22.10.2024 | HV-Einladung | 03.12.2024 Jahres-HV | 11.10.2024 | DEF 14A | SEC » |
| 06.12.2023 | HV-Einladung | — | — | DEFA14A | SEC » |
| 26.10.2023 | HV-Einladung | — | — | DEFA14A | SEC » |
| 26.10.2023 | HV-Einladung | 07.12.2023 Jahres-HV | 12.10.2023 | DEF 14A | SEC » |
| 25.10.2022 | HV-Einladung | — | — | DEFA14A | SEC » |
| 25.10.2022 | HV-Einladung | 06.12.2022 Jahres-HV | 10.10.2022 | DEF 14A | SEC » |
| 25.10.2021 | HV-Einladung | — | — | DEFA14A | SEC » |
| 25.10.2021 | HV-Einladung | 07.12.2021 Jahres-HV | 11.10.2021 | DEF 14A | SEC » |
| 22.10.2020 | HV-Einladung | — | — | DEFA14A | SEC » |
| 22.10.2020 | HV-Einladung | 09.12.2020 Jahres-HV | 12.10.2020 | 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 | |
|---|---|---|---|---|---|---|---|
| 05.02.2026 | 10-Q | -0,15 | k. A. | 0,00 | 42 | Peloton verzeichnet anhaltende Rückgänge bei Umsatz (-2,6% im Q2 YoY) und der bezahlten Connected-Fitness-Abonnentenbasis (-7,4% auf 2,66 Mio.), während die monatliche Churn-Rate besorgniserregend von 1,4% auf 1,9% stieg. Auf der Positivseite verbes… | 🔒 |
Kritische 8-K Meldungen ⓘ
WARNUNG: Kritische 8-K-Meldung(en)
HOCH Abgang Schlüsselpersonen (26.05.2026)
HOCH Abgang Schlüsselpersonen (26.05.2026)
| Datum | Meldung | Tags | Schwere | Filing | Auszug |
|---|---|---|---|---|---|
| 26.05.2026 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 17.03.2026 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Section 13(a) of the Exchange Act.☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 11.03.2026 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Section 13(a) of the Exchange Act.☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 05.02.2026 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | t forth by specific reference in such a filing. Item 5.02. Departure of Directors or Certain Officers; Election of… |
| 16.09.2025 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Section 13(a) of the Exchange Act.☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 09.04.2025 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Section 13(a) of the Exchange Act.☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 17.01.2025 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Section 13(a) of the Exchange Act.☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 02.12.2024 | 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… |
| 31.10.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Section 13(a) of the Exchange Act.☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 02.05.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Section 13(a) of the Exchange Act.☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 19.12.2023 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Section 13(a) of the Exchange Act.☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 12.12.2023 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Section 13(a) of the Exchange Act.☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 06.12.2023 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Section 13(a) of the Exchange Act.☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 26.09.2023 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Section 13(a) of the Exchange Act.☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 08.02.2022 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 25.10.2021 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 27.04.2020 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
8-K-Ereignisse (KI)
🔒 Die vollständige KI-Einordnung je 8-K ist Teil des Kunden-Abos — freischalten.
| Datum | Ereignis | Sentiment | Materialität | Zusammenfassung | Filing |
|---|---|---|---|---|---|
| 26.05.2026 | Personalwechsel | 0,15 | 60 | Peloton ernennt Siddharth Thacker zum neuen CFO ab 22. Juni 2026. Interim-CFO Saqib Baig scheidet aus der Position aus, bleibt aber als Chie… 🔒 | SEC |
| 07.05.2026 | Quartalszahlen | 0,00 | 50 | Peloton Interactive kündigte am 7. Mai 2026 die Finanzergebnisse für das erste Quartal 2026 (per 31. März 2026) an und veranstaltet eine Tel… 🔒 | SEC |
| 17.03.2026 | Personalwechsel | -0,30 | 52 | Jen Cotter, Chief Content Officer (CCO) von Peloton Interactive, wechselt zum 31. März 2026 in eine nicht-executive beratende Rolle. Dies ma… 🔒 | SEC |
| 11.03.2026 | Personalwechsel | -0,15 | 70 | Peloton ernennt Saqib Baig, Chief Accounting Officer, zum Interim CFO ab 27. März 2026. Die interne Ernennung folgt dem Ausscheiden des bish… 🔒 | SEC |
| 05.02.2026 | Personalwechsel | -0,35 | 65 | CFO Liz Coddington tritt zum 27. März 2026 zurück, um eine externe Gelegenheit zu verfolgen. Kein Dissens oder Meinungsverschiedenheiten ver… 🔒 | SEC |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-06-30 | 2.954 | 5,77 | 17.045 |
| 2026-06-29 | 66.999 | 5,72 | 383.234 |
| 2026-06-23 | 55.223 | 5,43 | 299.861 |
| 2026-06-22 | 58.136 | 5,77 | 335.445 |
| 2026-06-18 | 3.936 | 5,53 | 21.766 |
| 2026-06-11 | 12.945 | 5,59 | 72.363 |
| 2026-06-05 | 1.500 | 6,17 | 9.255 |
| 2026-05-26 | 114.034 | 5,71 | 651.134 |
| 2026-05-19 | 864.447 | 5,30 | 4.581.569 |
| 2026-05-18 | 148.700 | 5,29 | 786.623 |
| 2026-05-04 | 966 | 5,36 | 5.178 |
| 2026-04-28 | 2.122 | 5,31 | 11.268 |
| 2026-04-20 | 192.238 | 5,10 | 980.414 |
| 2026-04-16 | 176.974 | 4,86 | 860.094 |
| 2026-04-15 | 180.269 | 4,77 | 859.883 |
| 2026-04-10 | 856 | 4,74 | 4.057 |
| 2026-04-09 | 995 | 4,64 | 4.617 |
| 2026-04-07 | 100 | 4,65 | 465 |
| 2026-03-27 | 3.050 | 4,07 | 12.414 |
| 2026-03-25 | 6.994 | 4,11 | 28.745 |
| 2026-02-20 | 64.463 | 4,42 | 284.926 |
| 2026-02-19 | 64.438 | 4,32 | 278.372 |
| 2026-02-10 | 468 | 4,40 | 2.059 |
| 2026-02-06 | 20.000 | 4,39 | 87.800 |
| 2026-02-05 | 369 | 5,91 | 2.181 |
| 2026-02-04 | 2.113 | 5,72 | 12.086 |
| 2026-01-30 | 23.332 | 5,73 | 133.692 |