Stammdaten
Velocity Financial, Inc. ist ein Immobilienfinanzierungsunternehmen in den Vereinigten Staaten. Es vergibt und verwaltet primär Investorenkredite, die durch 14-Einheiten-Mehrfamilienmiet- und kleine Geschäftsimmobilien besichert sind. Das Unternehmen bietet seine Produkte über ein Netzwerk unabhängiger Hypothekenmakler. Velocity Financial, Inc. wurde 2004 gegründet und hat seinen Sitz in Westlake Village, Kalifornien.
Unternehmen & Branche
| Name | Velocity Financial, Inc. |
|---|---|
| Ticker | VEL |
| CIK | 0001692376 |
| Boerse | NYSE |
| Sektor | Financial Services |
| Industrie | Financial - Mortgages |
| SIC | 6199 · Finance Services |
Wertpapier & Kennzahlen
| CUSIP | 92262D101 |
|---|---|
| ISIN | US92262D1019 |
| Typ | Common Stock |
| Marktkapitalisierung | 694,1 Mio. USD |
| KGV (P/E) | 6,38 |
| Beta | 0,74 |
Sitz & Kontakt
| Sitz (Inkorporation) | DE |
|---|---|
| Geschäftsadresse | 2945 TOWNSGATE ROAD SUITE 110, 91361 WESTLAKE VILLAGE, CA |
| Telefon | 866-505-3863 |
| EIN (IRS) | 00-0000000 |
Listing & Historie
| Listing-Börsen | NYSE |
|---|---|
| Fiskaljahr-Ende | 31.12. |
| SEC-Filer-Status | Accelerated filer<br>Smaller reporting company |
| Frühere Namen | Velocity Financial, LLC (bis 2020) |
Bewertung
| KBV (P/B) | 1,03 vs. 1,30 (2021) ▼ |
|---|---|
| FCF-Rendite | 2,6 % vs. 13,0 % (2021) ▼ |
| Buyback-Rendite | 1,1 % |
Qualität & Bilanz
| ROIC | 15,6 % vs. 8,6 % (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 | TTM* | Verlauf |
|---|---|---|---|---|---|---|---|
| Bewertung | |||||||
| KBV (P/B) | 1,30 | 0,83 | 1,31 | 1,27 | 1,22 | 1,00 | |
| FCF-Rendite | 13,0 % | 15,4 % | 8,6 % | 5,7 % | 2,2 % | 3,8 % | |
| Buyback-Rendite | – | 0,1 % | 0,2 % | 0,2 % | 0,9 % | 1,4 % | |
| Qualität & Bilanz | |||||||
| ROIC | 8,6 % | 8,5 % | 12,1 % | 13,2 % | 15,6 % | 15,7 % | |
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™ ⓘ
ⓘ
VEL
Velocity Financial, Inc.
Effektiv
Neutral
Handelsvolumen
Niedrig
Insider
0,0
Keine Insider-Käufe
Institutionell
32,7
14 neu, 32 erhöht, -75488K $ netto
Aktivist
0,0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,69% (Stand: 31.05.2026)
Score-Verlauf (90 Tage)
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (12 Monate)
Indexierte Darstellung (Start = 100) — die Kursform bleibt sichtbar, absolute Kurse sind angemeldeten Mitgliedern vorbehalten.
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bärisch | 10 % | 18.20 | -4.5 % vs SMA50 | |
| Kurs vs SMA200 | Bärisch | 15 % | 18.64 | -6.8 % vs SMA200 | |
| SMA-Cross | Bärisch | 10 % | DEATH | vor 45 Tagen @ 19.14 | |
| EMA20 vs EMA50 | Bärisch | 5 % | 17.53 | EMA50: 17.88 | |
| MACD-Histogramm | Bullisch | 10 % | 0.063 | Bullisch | |
| RSI(14) | Neutral | 10 % | 44.9 | Neutral (30–70) | |
| Stoch %K(14) | Neutral | 5 % | 41.8 | Neutral | |
| ADX(14)+DI | Neutral | 10 % | 17.4 | +DI: 13.7 / −DI: 16.9 | |
| Z-Score(60) | Neutral | 5 % | -0.88 | In Range | |
| 52W-Position | Neutral | 5 % | 23.7 % | Hoch 20.76 / Tief 16.33 | |
| Bollinger(20,2σ) | Neutral | 5 % | 42.6 % | Upper 17.73 / Mid 17.42 / Lower 17.12 | |
| LinReg-Slope(60) | Bärisch | 10 % | -0.0328 | R²=0.37 / annualisiert -45.4 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | Szczepaniak Mark R | Officer, Chief Financial Officer | Open Market Sale | -1.573 | 19,30 | -30.358,90 | -54,4% | |
| 2026-04-17 | Taylor Jeffrey T. | Officer, Executive VP, Capital Markets | Open Market Sale | -2.130 | 20,00 | -42.600,00 | -76,3% | |
| 2026-04-01 | Szczepaniak Mark R | Officer, Chief Financial Officer | Open Market Sale | -1.573 | 18,13 | -28.518,49 | -51,1% | |
| 2026-03-31 | Kelly Roland Thomas | Officer, Chief Legal Officer and GC | Open Market Sale | -814 | 18,22 | -14.827,58 | -26,5% | |
| 2026-03-30 | Kelly Roland Thomas | Officer, Chief Legal Officer and GC | Open Market Sale | -14.026 | 18,03 | -252.943,48 | -452,9% | |
| 2026-03-17 | Kelly Roland Thomas | Officer, Chief Legal Officer and GC | Open Market Sale | -5.160 | 18,06 | -93.213,85 | -166,9% | |
| 2026-03-02 | Szczepaniak Mark R | Officer, Chief Financial Officer | Open Market Sale | -1.573 | 18,32 | -28.817,36 | -51,6% | |
| 2026-02-02 | Taylor Jeffrey T. | Officer, Executive VP, Capital Markets | Open Market Sale | -1.772 | 20,33 | -36.024,76 | -64,5% | |
| 2026-02-02 | Szczepaniak Mark R | Officer, Chief Financial Officer | Open Market Sale | -1.573 | 20,53 | -32.291,65 | -57,8% | |
| 2026-01-26 | Taylor Jeffrey T. | Officer, Executive VP, Capital Markets | Open Market Sale | -1.770 | 20,00 | -35.400,00 | -63,4% | |
| 2026-01-15 | Szczepaniak Mark R | Officer, Chief Financial Officer | Open Market Sale | -1.573 | 19,51 | -30.686,87 | -54,9% | |
| 2025-12-31 | Taylor Jeffrey T. | Officer, Executive VP, Capital Markets | Open Market Sale | -3.049 | 20,13 | -61.387,96 | -109,9% | |
| 2025-12-16 | Taylor Jeffrey T. | Officer, Executive VP, Capital Markets | Open Market Sale | -7.571 | 20,03 | -151.646,37 | -271,5% | |
| 2025-12-02 | Kelly Roland Thomas | Officer, Chief Legal Officer and GC | Open Market Sale | -6.655 | 19,38 | -128.965,25 | -230,9% | |
| 2025-12-01 | Szczepaniak Mark R | Officer, Chief Financial Officer | Open Market Sale | -1.572 | 19,34 | -30.409,08 | -54,4% | |
| 2025-12-01 | Szczepaniak Mark R | Officer, Chief Financial Officer | Open Market Sale | -1.572 | 19,34 | -30.409,08 | -54,4% | |
| 2025-11-03 | Szczepaniak Mark R | Officer, Chief Financial Officer | Open Market Sale | -1.572 | 18,50 | -29.087,82 | -52,1% | |
| 2025-10-01 | Szczepaniak Mark R | Officer, Chief Financial Officer | Open Market Sale | -1.572 | 18,05 | -28.366,90 | -50,8% | |
| 2025-09-02 | Szczepaniak Mark R | Officer, Chief Financial Officer | Open Market Sale | -1.572 | 18,85 | -29.632,20 | -53,1% | |
| 2025-08-12 | Szczepaniak Mark R | Officer, Chief Financial Officer | Open Market Sale | -1.572 | 18,00 | -28.296,00 | -50,7% | |
| 2025-07-01 | Szczepaniak Mark R | Officer, Chief Financial Officer | Open Market Sale | -1.572 | 18,44 | -28.987,68 | -51,9% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13.353.103 | 13.353.103 | 0 | 241.557.633 | Unverändert | 0,0% | |
| Allianz Asset Management GmbH | 12.637.764 | 12.637.764 | 0 | 228.617.151 | Unverändert | 0,0% | |
| Beach Point Capital Management LP | 6.561.686 | 6.947.566 | -385.880 | 119.025.112 | Reduziert | -5,6% | |
| BlackRock, Inc. | 1.641.916 | 1.672.114 | -30.198 | 29.702.261 | Reduziert | -1,8% | |
| HBK INVESTMENTS L P | 737.500 | 0 | 737.500 | 13.341.375 | Neu | +100,0% | |
| VANGUARD GROUP INC | 554.568 | 0 | 554.568 | 11.512.831 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 582.550 | 502.022 | 80.528 | 10.538.068 | Aufgestockt | +16,0% | |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 482.715 | 450.046 | 32.669 | 8.732.314 | Aufgestockt | +7,3% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 480.652 | 0 | 480.652 | 8.694.995 | Neu | +100,0% | |
| AMERICAN CENTURY COMPANIES INC | 285.369 | 232.790 | 52.579 | 5.162.325 | Aufgestockt | +22,6% | |
| GOLDMAN SACHS GROUP INC | 275.123 | 173.061 | 102.062 | 4.976.975 | Aufgestockt | +59,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 249.500 | 242.606 | 6.894 | 4.514.451 | Aufgestockt | +2,8% | |
| STATE STREET CORP | 218.145 | 207.886 | 10.259 | 3.946.243 | Aufgestockt | +4,9% | |
| TUDOR INVESTMENT CORP ET AL | 124.002 | 40.206 | 83.796 | 2.243.196 | Aufgestockt | +208,4% | |
| NOMURA HOLDINGS INC | 112.500 | 0 | 112.500 | 2.035.125 | Neu | +100,0% | |
| Qube Research & Technologies Ltd | 105.861 | 131.811 | -25.950 | 1.915.025 | Reduziert | -19,7% | |
| MORGAN STANLEY | 88.450 | 105.527 | -17.077 | 1.600.060 | Reduziert | -16,2% | |
| D. E. Shaw & Co., Inc. | 87.734 | 14.907 | 72.827 | 1.587.108 | Aufgestockt | +488,5% | |
| HSBC HOLDINGS PLC | 86.750 | 70.168 | 16.582 | 1.576.248 | Aufgestockt | +23,6% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 85.400 | 87.551 | -2.151 | 1.544.886 | Reduziert | -2,5% | |
| NORTHERN TRUST CORP | 80.658 | 77.295 | 3.363 | 1.459.103 | Aufgestockt | +4,4% | |
| Man Group plc | 76.382 | 0 | 76.382 | 1.381.750 | Neu | +100,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 74.400 | 149.405 | -75.005 | 1.345.896 | Reduziert | -50,2% | |
| NFJ INVESTMENT GROUP, LLC | 72.611 | 72.611 | 0 | 1.313.533 | Unverändert | 0,0% | |
| JANE STREET GROUP, LLC | 57.600 | 0 | 57.600 | 1.195.776 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 64.671 | 60.826 | 3.845 | 1.169.898 | Aufgestockt | +6,3% | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 59.232 | 98.250 | -39.018 | 1.071.507 | Reduziert | -39,7% | |
| AQR CAPITAL MANAGEMENT LLC | 58.906 | 75.064 | -16.158 | 1.065.609 | Reduziert | -21,5% | |
| Creative Planning | 53.898 | 56.956 | -3.058 | 975.015 | Reduziert | -5,4% | |
| Mariner, LLC | 42.514 | 44.949 | -2.435 | 769.075 | Reduziert | -5,4% | |
| BNP PARIBAS FINANCIAL MARKETS | 39.038 | 5.240 | 33.798 | 706.197 | Aufgestockt | +645,0% | |
| XTX Topco Ltd | 37.986 | 0 | 37.986 | 687.167 | Neu | +100,0% | |
| PEAK6 LLC | 32.863 | 0 | 32.863 | 682.236 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 36.303 | 30.975 | 5.328 | 656.721 | Aufgestockt | +17,2% | |
| JPMORGAN CHASE & CO | 31.435 | 0 | 31.435 | 652.591 | Neu | +100,0% | |
| Quantinno Capital Management LP | 35.244 | 33.665 | 1.579 | 637.564 | Aufgestockt | +4,7% | |
| MILLENNIUM MANAGEMENT LLC | 33.615 | 68.710 | -35.095 | 608.095 | Reduziert | -51,1% | |
| FIRST TRUST ADVISORS LP | 31.230 | 31.302 | -72 | 564.950 | Reduziert | -0,2% | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 31.167 | 31.167 | 0 | 563.811 | Unverändert | 0,0% | |
| Empowered Funds, LLC | 29.169 | 29.169 | 0 | 527.667 | Unverändert | 0,0% | |
| ALPS ADVISORS INC | 28.447 | 24.567 | 3.880 | 514.606 | Aufgestockt | +15,8% | |
| RENAISSANCE TECHNOLOGIES LLC | 27.700 | 0 | 27.700 | 501.093 | Neu | +100,0% | |
| Trexquant Investment LP | 24.262 | 30.122 | -5.860 | 438.900 | Reduziert | -19,5% | |
| Campbell & CO Investment Adviser LLC | 19.796 | 10.865 | 8.931 | 358.110 | Aufgestockt | +82,2% | |
| PDT Partners, LLC | 19.718 | 19.718 | 0 | 356.699 | Unverändert | 0,0% | |
| UBS Group AG | 17.432 | 32.936 | -15.504 | 315.345 | Reduziert | -47,1% | |
| TWO SIGMA INVESTMENTS, LP | 17.144 | 24.544 | -7.400 | 310.135 | Reduziert | -30,1% | |
| VOYA INVESTMENT MANAGEMENT LLC | 17.016 | 22.756 | -5.740 | 307.819 | Reduziert | -25,2% | |
| PharVision Advisers, LLC | 14.477 | 0 | 14.477 | 300.543 | Neu | +100,0% | |
| MARSHALL WACE, LLP | 14.266 | 0 | 14.266 | 296.163 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13.353.103 | 13.353.103 | 0,0% | 241.557.633 | 34,28 | 17 Q |
| Allianz Asset Management GmbH | 12.637.764 | 12.637.764 | 0,0% | 228.617.151 | 32,44 | 17 Q |
| Beach Point Capital Management LP | 6.561.686 | 6.947.566 | -5,6% | 119.025.112 | 16,89 | 17 Q |
| BlackRock, Inc. | 1.641.916 | 1.672.114 | -1,8% | 29.702.261 | 4,22 | 7 Q |
| HBK INVESTMENTS L P | 737.500 | 0 | +100,0% | 13.341.375 | 1,89 | 1 Q |
| DIMENSIONAL FUND ADVISORS LP | 582.550 | 502.022 | +16,0% | 10.538.068 | 1,50 | 17 Q |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 482.715 | 450.046 | +7,3% | 8.732.314 | 1,24 | 17 Q |
| AMERICAN CENTURY COMPANIES INC | 285.369 | 232.790 | +22,6% | 5.162.325 | 0,73 | 7 Q |
| GOLDMAN SACHS GROUP INC | 275.123 | 173.061 | +59,0% | 4.976.975 | 0,71 | 13 Q |
| GEODE CAPITAL MANAGEMENT, LLC | 249.500 | 242.606 | +2,8% | 4.514.451 | 0,64 | 17 Q |
| STATE STREET CORP | 218.145 | 207.886 | +4,9% | 3.946.243 | 0,56 | 17 Q |
| TUDOR INVESTMENT CORP ET AL | 124.002 | 40.206 | +208,4% | 2.243.196 | 0,32 | 2 Q |
| NOMURA HOLDINGS INC | 112.500 | 0 | +100,0% | 2.035.125 | 0,29 | 4 Q |
| Qube Research & Technologies Ltd | 105.861 | 131.811 | -19,7% | 1.915.025 | 0,27 | 6 Q |
| MORGAN STANLEY | 88.450 | 105.527 | -16,2% | 1.600.060 | 0,23 | 17 Q |
| D. E. Shaw & Co., Inc. | 87.734 | 14.907 | +488,5% | 1.587.108 | 0,23 | 2 Q |
| HSBC HOLDINGS PLC | 86.750 | 70.168 | +23,6% | 1.576.248 | 0,22 | 17 Q |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 85.400 | 87.551 | -2,5% | 1.544.886 | 0,22 | 10 Q |
| NORTHERN TRUST CORP | 80.658 | 77.295 | +4,4% | 1.459.103 | 0,21 | 17 Q |
| Man Group plc | 76.382 | 0 | +100,0% | 1.381.750 | 0,20 | 1 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 102 | 40,1 | 725 |
| 31.12.2025 | ✓ | 106 | 39,3 | 797 |
| 30.09.2025 | ✓ | 106 | 39,2 | 702 |
| 30.06.2025 | ✓ | 94 | 39,0 | 720 |
| 31.03.2025 | ✓ | 82 | 36,8 | 686 |
| 31.12.2024 | ✓ | 73 | 34,2 | 668 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| TUDOR INVESTMENT CORP ET AL | 40.206 | 834.677 |
| D. E. Shaw & Co., Inc. | 14.907 | 309.469 |
| PharVision Advisers, LLC | 14.477 | 300.543 |
| CANADA PENSION PLAN INVESTMENT BOARD | 13.600 | 282.336 |
| Squarepoint Ops LLC | 10.606 | 220.181 |
| IEQ CAPITAL, LLC | 10.070 | 209.053 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 886 | 18.393 |
| Marquette Asset Management, LLC | 27 | 561 |
| OPTIMA CAPITAL LLC | 27 | 561 |
| Trust Co | 17 | 353 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Beach Point Capital Management LP | 6.947.566 | 1.570.115 | +29.2 % | 126.561.234 |
| VANGUARD GROUP INC | 554.568 | 75.448 | +15.7 % | 11.512.831 |
| DIMENSIONAL FUND ADVISORS LP | 502.022 | 47.944 | +10.6 % | 10.417.229 |
| AQR CAPITAL MANAGEMENT LLC | 75.064 | 46.221 | +160.3 % | 1.558.329 |
| AMERICAN CENTURY COMPANIES INC | 232.790 | 40.834 | +21.3 % | 4.832.720 |
| GEODE CAPITAL MANAGEMENT, LLC | 242.606 | 21.631 | +9.8 % | 5.037.590 |
| Sterling Capital Management LLC | 17.566 | 16.910 | +2577.7 % | 364.670 |
| BlackRock, Inc. | 1.672.114 | 14.490 | +0.9 % | 34.713.087 |
| UBS Group AG | 32.936 | 11.585 | +54.3 % | 683.751 |
| GSA CAPITAL PARTNERS LLP | 50.909 | 11.032 | +27.7 % | 1.057 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Caption Management, LLC | 5.643 | -512.901 | -98.9 % | 117.149 |
| MILLENNIUM MANAGEMENT LLC | 68.710 | -148.372 | -68.3 % | 1.426.420 |
| CITADEL ADVISORS LLC | 60.826 | -105.743 | -63.5 % | 1.262.748 |
| MARSHALL WACE, LLP | 14.266 | -91.892 | -86.6 % | 296.163 |
| TWO SIGMA INVESTMENTS, LP | 24.544 | -72.426 | -74.7 % | 509.533 |
| PEAK6 LLC | 32.863 | -67.137 | -67.1 % | 682.236 |
| JANE STREET GROUP, LLC | 57.600 | -62.840 | -52.2 % | 1.195.776 |
| HRT FINANCIAL LP | 16.467 | -48.076 | -74.5 % | 341 |
| Trexquant Investment LP | 30.122 | -35.466 | -54.1 % | 625.333 |
| SIMPLEX TRADING, LLC | 1.644 | -33.406 | -95.3 % | 34.129 |
Zusätzlich aktuell von 8 Mutual Funds/ETFs gehalten (N-PORT). Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck | Δ visuell |
|---|---|---|---|---|---|---|---|
| 13.02.2026 | Beach Point Capital Management LP (+1) | Passiv (13G/A) | 17,90 % | 6.949.566 | +3,40 pp | ||
| 12.08.2025 | Snow Phipps Group AIV (Offshore), L.P. | Aktivist (13D/A) | 0,70 % | 260.705 | 0,00 pp | ||
| 12.08.2025 | Snow Phipps Group (B), L.P. | Aktivist (13D/A) | 0,20 % | 61.719 | 0,00 pp | ||
| 12.08.2025 | Ian K. Snow (+1) | Aktivist (13D/A) | 34,70 % | 13.353.103 | -1,90 pp | ||
| 12.08.2025 | SPG Co-Investment, L.P. | Aktivist (13D/A) | 0,10 % | 48.851 | 0,00 pp | ||
| 12.08.2025 | Snow Phipps Group (RPV), L.P. | Aktivist (13D/A) | 1,70 % | 642.654 | -0,10 pp | ||
| 12.08.2025 | Snow Phipps Group AIV, L.P. | Aktivist (13D/A) | 32,10 % | 12.339.174 | -1,70 pp | ||
| 08.08.2025 | Beach Point Capital Management LP (+1) | Passiv (13G/A) | 14,50 % | 5.300.859 | Neu | ||
| 01.05.2025 | Pacific Investment Management Company LLC | Aktivist (13D/A) | 33,10 % | 12.637.764 | 0,00 pp | Item 4 of the Schedule 13D is supplemented by adding the following: WARRANT EXERCISE … | |
| 15.04.2025 | Pacific Investment Management Company LLC | Aktivist (13D/A) | 33,10 % | 12.637.764 | -2,30 pp | ||
| 31.03.2025 | Snow Phipps Group (B), L.P. | Aktivist (13D/A) | 0,20 % | 61.719 | 0,00 pp | Item 4 of Schedule 13D is supplemented as follows: On March 27, 2025, each of Snow P… | |
| 31.03.2025 | Ian K. Snow (+1) | Aktivist (13D/A) | 36,60 % | 13.353.103 | -1,90 pp | Item 4 of Schedule 13D is supplemented as follows: On March 27, 2025, each of Snow P… | |
| 31.03.2025 | SPG Co-Investment, L.P. | Aktivist (13D/A) | 0,10 % | 48.851 | 0,00 pp | Item 4 of Schedule 13D is supplemented as follows: On March 27, 2025, each of Snow P… | |
| 31.03.2025 | Snow Phipps Group AIV (Offshore), L.P. | Aktivist (13D/A) | 0,70 % | 260.705 | -0,10 pp | Item 4 of Schedule 13D is supplemented as follows: On March 27, 2025, each of Snow P… | |
| 31.03.2025 | Snow Phipps Group (RPV), L.P. | Aktivist (13D/A) | 1,80 % | 642.654 | -0,10 pp | Item 4 of Schedule 13D is supplemented as follows: On March 27, 2025, each of Snow P… | |
| 31.03.2025 | Snow Phipps Group AIV, L.P. | Aktivist (13D/A) | 33,80 % | 12.339.174 | -1,90 pp | Item 4 of Schedule 13D is supplemented as follows: On March 27, 2025, each of Snow P… | |
| 10.03.2025 | SPG Co-Investment, L.P. | Aktivist (13D/A) | 0,10 % | 48.851 | Neu | Item 4 of Schedule 13D is supplemented as follows: On March 6, 2025, the Issuer amend… | |
| 10.03.2025 | Ian K. Snow (+1) | Aktivist (13D/A) | 38,50 % | 13.611.931 | Neu | Item 4 of Schedule 13D is supplemented as follows: On March 6, 2025, the Issuer amend… | |
| 10.03.2025 | Snow Phipps Group AIV, L.P. | Aktivist (13D/A) | 35,70 % | 12.583.107 | Neu | Item 4 of Schedule 13D is supplemented as follows: On March 6, 2025, the Issuer amend… | |
| 10.03.2025 | Snow Phipps Group AIV (Offshore), L.P. | Aktivist (13D/A) | 0,80 % | 262.896 | Neu | Item 4 of Schedule 13D is supplemented as follows: On March 6, 2025, the Issuer amend… | |
| 10.03.2025 | Snow Phipps Group (B), L.P. | Aktivist (13D/A) | 0,20 % | 61.719 | Neu | Item 4 of Schedule 13D is supplemented as follows: On March 6, 2025, the Issuer amend… | |
| 10.03.2025 | Snow Phipps Group (RPV), L.P. | Aktivist (13D/A) | 1,90 % | 655.358 | Neu | Item 4 of Schedule 13D is supplemented as follows: On March 6, 2025, the Issuer amend… | |
| 10.03.2025 | Pacific Investment Management Company LLC | Aktivist (13D/A) | 35,40 % | 12.637.764 | -3,40 pp | Item 4 of the Schedule 13D is supplemented by adding the following: On March 6, 2025, T… | |
| 23.07.2024 | Pacific Investment Management Company LLC | Aktivist (13D/A) | 36,50 % | 10.963.806 | 0,00 pp | ||
| 22.07.2024 | Pacific Investment Management Company LLC | Aktivist (13D/A) | 36,50 % | 10.963.806 | Neu | ||
| 09.02.2024 | Beach Point Capital Management LP (“Beach Point Capital”) (+1) | Passiv (13G/A) | 16,20 % | 5.307.835 | Neu | ||
| 14.07.2023 | Pacific Investment Management Company LLC | Aktivist (13D/A) | 38,80 % | 10.963.806 | +1,60 pp | ||
| 09.02.2023 | Beach Point Capital Management LP ("Beach Point Capital") (+1) | Passiv (13G/A) | 12,20 % | 3.954.444 | +2,14 pp | ||
| 08.06.2022 | Beach Point Capital Management LP ("Beach Point Capital") (+1) | Passiv (13G/A) | 10,06 % | 3.258.675 | +1,07 pp | ||
| 10.02.2022 | Adage Capital Partners GP, L.L.C. (+4) | Passiv (13G/A) | 3,61 % | 1.166.141 | -5,01 pp | ||
| 08.02.2022 | Beach Point Capital Management LP ("Beach Point Capital") (+1) | Passiv (13G/A) | 8,99 % | 2.903.376 | -1,18 pp | ||
| 04.02.2022 | Wellington Investment Advisors Holdings LLP (+2) | Passiv (13G/A) | 1,80 % | 582.792 | -8,09 pp | ||
| 04.02.2022 | Wellington Trust Company, National Association Multiple Common Trust Funds Trust, Micro Cap Equity Portfolio | Passiv (13G/A) | 1,55 % | 501.536 | -6,98 pp | ||
| 04.02.2022 | Wellington Trust Company, NA | Passiv (13G/A) | 1,80 % | 582.792 | -8,09 pp | ||
| 12.10.2021 | Pacific Investment Management Company LLC | Aktivist (13D/A) | 37,20 % | 10.963.806 | -7,50 pp |
Finanzkennzahlen (SEC XBRL) ⓘ
Währung:
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | – | 22.363.000 $ | 0,57 $ | 7.591.443.000 $ | 693.348.000 $ |
| 2025-12-31 | 10-K | – | 105.054.000 $ | 2,75 $ | 7.381.513.000 $ | 672.535.000 $ |
| 2025-09-30 | 10-Q | – | 25.373.000 $ | 0,65 $ | 6.958.683.000 $ | 634.259.000 $ |
| 2025-06-30 | 10-Q | – | 25.997.000 $ | 0,69 $ | 6.475.880.000 $ | 597.895.000 $ |
| 2025-03-31 | 10-Q | – | 18.887.000 $ | 0,51 $ | 5.971.530.000 $ | 563.187.000 $ |
| 2024-12-31 | 10-K | – | 68.419.000 $ | 1,91 $ | 5.527.408.000 $ | 516.944.000 $ |
| 2024-09-30 | 10-Q | – | 15.803.000 $ | 0,44 $ | 5.202.474.000 $ | 484.636.000 $ |
| 2024-06-30 | 10-Q | – | 14.778.000 $ | 0,42 $ | 4.873.393.000 $ | 471.323.000 $ |
| 2024-03-31 | 10-Q | – | 17.251.000 $ | 0,49 $ | 4.628.218.000 $ | 452.941.000 $ |
| 2023-12-31 | 10-K | – | 52.273.000 $ | 1,52 $ | 4.404.573.000 $ | 433.444.000 $ |
| 2023-09-30 | 10-Q | – | 12.086.000 $ | 0,35 $ | 4.117.308.000 $ | 416.398.000 $ |
| 2023-06-30 | 10-Q | – | 12.183.000 $ | 0,36 $ | 3.951.145.000 $ | 401.707.000 $ |
| 2023-03-31 | 10-Q | – | 10.649.000 $ | 0,31 $ | 3.837.094.000 $ | 387.624.000 $ |
| 2022-12-31 | 10-K | – | 32.211.000 $ | 0,94 $ | 3.748.975.000 $ | 376.811.000 $ |
| 2022-09-30 | 10-Q | – | 9.983.000 $ | 0,29 $ | 3.647.366.000 $ | 366.810.000 $ |
| 2022-06-30 | 10-Q | – | 10.645.000 $ | 0,31 $ | 3.332.739.000 $ | 355.895.000 $ |
| 2022-03-31 | 10-Q | – | 3.121.000 $ | 0,09 $ | 3.109.722.000 $ | 344.441.000 $ |
| 2021-12-31 | 10-K | – | 29.224.000 $ | 0,86 $ | 2.812.478.000 $ | 341.109.000 $ |
| 2021-09-30 | 10-Q | – | 8.022.000 $ | 0,23 $ | 2.457.164.000 $ | 242.190.000 $ |
| 2021-06-30 | 10-Q | – | 9.453.000 $ | 0,28 $ | 2.267.605.000 $ | 233.468.000 $ |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 07.05.2026 | – | 0,57 |
| Q3 2025 | 30.09.2025 | 07.11.2025 | – | 0,65 |
| Q2 2025 | 30.06.2025 | 08.08.2025 | – | 0,69 |
| Q1 2025 | 31.03.2025 | 07.05.2026 | – | 0,51 |
| Q3 2024 | 30.09.2024 | 07.11.2025 | – | 0,44 |
| Q2 2024 | 30.06.2024 | 08.08.2025 | – | 0,42 |
| Q1 2024 | 31.03.2024 | 01.05.2025 | – | 0,49 |
| Q3 2023 | 30.09.2023 | 08.11.2024 | – | 0,35 |
| Q2 2023 | 30.06.2023 | 02.08.2024 | – | 0,36 |
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 | 31.03.2026 | 37 Tage | SEC » |
| 12.03.2026 | 10-K | 31.12.2025 | 71 Tage | SEC » |
| 07.11.2025 | 10-Q | 30.09.2025 | 38 Tage | SEC » |
| 08.08.2025 | 10-Q | 30.06.2025 | 39 Tage | SEC » |
| 01.05.2025 | 10-Q | 31.03.2025 | 31 Tage | SEC » |
| 12.03.2025 | 10-K | 31.12.2024 | 71 Tage | SEC » |
| 08.11.2024 | 10-Q | 30.09.2024 | 39 Tage | SEC » |
| 02.08.2024 | 10-Q | 30.06.2024 | 33 Tage | SEC » |
| 03.05.2024 | 10-Q | 31.03.2024 | 33 Tage | SEC » |
| 15.03.2024 | 10-K | 31.12.2023 | 75 Tage | SEC » |
| 03.11.2023 | 10-Q | 30.09.2023 | 34 Tage | SEC » |
| 04.08.2023 | 10-Q | 30.06.2023 | 35 Tage | SEC » |
| 05.05.2023 | 10-Q | 31.03.2023 | 35 Tage | SEC » |
| 13.03.2023 | 10-K | 31.12.2022 | 72 Tage | SEC » |
| 04.11.2022 | 10-Q | 30.09.2022 | 35 Tage | SEC » |
| 05.08.2022 | 10-Q | 30.06.2022 | 36 Tage | SEC » |
| 06.05.2022 | 10-Q | 31.03.2022 | 36 Tage | SEC » |
| 15.03.2022 | 10-K | 31.12.2021 | 74 Tage | SEC » |
| 04.11.2021 | 10-Q | 30.09.2021 | 35 Tage | SEC » |
| 06.08.2021 | 10-Q | 30.06.2021 | 37 Tage | SEC » |
| 07.05.2021 | 10-Q | 31.03.2021 | 37 Tage | SEC » |
| 17.03.2021 | 10-K | 31.12.2020 | 76 Tage | SEC » |
| 12.11.2020 | 10-Q | 30.09.2020 | 43 Tage | SEC » |
| 13.08.2020 | 10-Q | 30.06.2020 | 44 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Tags | Schwere | Filing | Auszug |
|---|---|---|---|---|---|
| 20.01.2026 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 22.01.2025 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 14.02.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 07.04.2023 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 17.01.2023 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 15.02.2022 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02: Compensatory Arrangements of Certain Officers. On February 14, 2022, the Compensation Committee of the Board… |
| 10.02.2022 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 30.08.2021 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02: Compensatory Arrangements of Certain Officers. On August 26, 2021, the Compensation Committee of the Board… |
| 29.06.2021 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Election of Director. On June 24, 2021, our Board of Directors increased the size of our Board from seven to… |
| 30.04.2021 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Director; Election of Director. On April 28, 2021, Daniel J. Ballen informed us of his decision… |
| 28.07.2020 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Election of Directors. On July 24, 2020, our Board of Directors elected Dorika M. Beckett as a new… |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-05-27 | 190 | 17,42 | 3.310 |
| 2026-05-13 | 674 | 17,40 | 11.728 |
| 2026-04-29 | 2 | 19,81 | 40 |
| 2026-04-28 | 679 | 19,51 | 13.247 |
| 2026-04-27 | 154 | 19,47 | 2.998 |
| 2026-04-21 | 4.455 | 19,94 | 88.833 |
| 2026-04-15 | 115 | 19,51 | 2.244 |
| 2026-03-31 | 12 | 18,02 | 216 |
| 2026-03-30 | 139 | 17,81 | 2.476 |
| 2026-02-26 | 1.330 | 18,76 | 24.951 |
| 2026-02-25 | 589 | 18,61 | 10.961 |
| 2026-02-23 | 43 | 19,02 | 818 |
| 2026-02-12 | 1 | 19,64 | 20 |
| 2026-02-10 | 223 | 20,28 | 4.522 |
| 2026-01-30 | 5.533 | 20,40 | 112.873 |
| 2026-01-09 | 9.299 | 18,35 | 170.637 |
| 2025-12-29 | 419 | 19,52 | 8.179 |