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 % | 68.31 | -4.0 % vs SMA50 | |
| Kurs vs SMA200 | Bärisch | 15 % | 78.27 | -16.2 % vs SMA200 | |
| SMA-Cross | Bärisch | 10 % | DEATH | vor 47 Tagen @ 74.86 | |
| EMA20 vs EMA50 | Bärisch | 5 % | 63.87 | EMA50: 67.49 | |
| MACD-Histogramm | Bullisch | 10 % | 0.731 | Bullisch | |
| RSI(14) | Neutral | 10 % | 52.8 | Neutral (30–70) | |
| Stoch %K(14) | Neutral | 5 % | 76.6 | Neutral | |
| ADX(14)+DI | Neutral | 10 % | 17.0 | +DI: 21.8 / −DI: 14.5 | |
| Z-Score(60) | Neutral | 5 % | -0.60 | In Range | |
| 52W-Position | Bärisch | 5 % | 19.2 % | Hoch 93.16 / Tief 59.00 | |
| Bollinger(20,2σ) | Bärisch | 5 % | 98.4 % | Upper 65.64 / Mid 63.02 / Lower 60.39 | |
| LinReg-Slope(60) | Bärisch | 10 % | -0.3024 | R²=0.69 / annualisiert -109.8 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-06-09 | Minan Peter Francis | Director | Open Market Purchase | 288 | 61,50 | 17.712,00 | +17,7% | |
| 2026-06-08 | Minan Peter Francis | Director | Open Market Purchase | 492 | 63,14 | 31.064,88 | +31,0% | |
| 2026-03-11 | REEVE GRAHAM D. | Officer, COO | Open Market Sale | -662 | 78,86 | -52.205,32 | -52,0% | |
| 2026-03-09 | REEVE GRAHAM D. | Officer, COO | Open Market Sale | -1 | 78,52 | -78,52 | -0,1% | |
| 2026-03-06 | Binstein Richard | Officer, EVP Gen'l Counsel & Secretary | Open Market Sale | -3.000 | 81,64 | -244.920,00 | -244,1% | |
| 2026-03-06 | REEVE GRAHAM D. | Officer, COO | Open Market Sale | -1.807 | 82,25 | -148.625,75 | -148,1% | |
| 2025-11-24 | REEVE GRAHAM D. | Officer, COO | Open Market Sale | -743 | 71,01 | -52.760,43 | -52,6% | |
| 2025-11-20 | Gilmartin Kathleen A | Director | Open Market Purchase | 4.000 | 69,00 | 276.000,00 | +275,1% | |
| 2025-09-11 | HAM NANCY | Director | Open Market Sale | -600 | 81,71 | -49.026,00 | -48,9% | |
| 2025-09-05 | Williams Eric Joseph | Officer, President and COO | Open Market Sale | -1.000 | 85,25 | -85.250,00 | -85,0% | |
| 2025-09-04 | READING CHRISTOPHER J | Director, Officer, Chairman of the Board and CEO | Open Market Sale | -2.000 | 83,53 | -167.060,00 | -166,5% | |
| 2025-08-25 | HENDRICKSON CAREY P | Officer, Chief Financial Officer | Open Market Sale | -698 | 86,11 | -60.104,78 | -59,9% | |
| 2025-08-21 | REEVE GRAHAM D. | Officer, COO | Open Market Sale | -763 | 84,97 | -64.832,11 | -64,6% | |
| 2025-08-11 | REEVE GRAHAM D. | Officer, COO | Open Market Sale | -1.792 | 86,57 | -155.133,44 | -154,6% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 2.208.511 | 2.199.920 | 8.591 | 165.549.973 | Aufgestockt | +0,4% | |
| VANGUARD GROUP INC | 1.085.336 | 0 | 1.085.336 | 84.753.888 | Neu | +100,0% | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.065.856 | 1.212.260 | -146.404 | 79.896.590 | Reduziert | -12,1% | |
| MORGAN STANLEY | 1.002.468 | 1.003.333 | -865 | 75.145.131 | Reduziert | -0,1% | |
| BAHL & GAYNOR INC | 845.388 | 660.864 | 184.524 | 63.370.284 | Aufgestockt | +27,9% | |
| Copeland Capital Management, LLC | 836.831 | 786.114 | 50.717 | 62.728.945 | Aufgestockt | +6,5% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 664.062 | 0 | 664.062 | 49.778.088 | Neu | +100,0% | |
| STATE STREET CORP | 648.387 | 648.427 | -40 | 48.899.403 | Reduziert | 0,0% | |
| BANK OF AMERICA CORP /DE/ | 554.621 | 499.965 | 54.656 | 41.574.416 | Aufgestockt | +10,9% | |
| DIMENSIONAL FUND ADVISORS LP | 507.394 | 491.726 | 15.668 | 38.034.586 | Aufgestockt | +3,2% | |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 439.904 | 479.536 | -39.632 | 32.975.204 | Reduziert | -8,3% | |
| Boston Trust Walden Corp | 400.109 | 452.314 | -52.205 | 29.992.171 | Reduziert | -11,5% | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 377.863 | 370.707 | 7.156 | 28.324.610 | Aufgestockt | +1,9% | |
| GEODE CAPITAL MANAGEMENT, LLC | 365.955 | 355.237 | 10.718 | 27.437.214 | Aufgestockt | +3,0% | |
| AMERICAN CENTURY COMPANIES INC | 336.447 | 266.340 | 70.107 | 25.220.329 | Aufgestockt | +26,3% | |
| ENVESTNET ASSET MANAGEMENT INC | 273.109 | 270.545 | 2.564 | 20.472.233 | Aufgestockt | +0,9% | |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 256.515 | 364.253 | -107.738 | 19.184.757 | Reduziert | -29,6% | |
| Point72 Asset Management, L.P. | 241.402 | 385.189 | -143.787 | 18.095.494 | Reduziert | -37,3% | |
| NORTHERN TRUST CORP | 210.928 | 214.466 | -3.538 | 15.811.163 | Reduziert | -1,6% | |
| CRAWFORD INVESTMENT COUNSEL INC | 151.877 | 148.120 | 3.757 | 11.384.725 | Aufgestockt | +2,5% | |
| FMR LLC | 148.034 | 129.839 | 18.195 | 11.096.603 | Aufgestockt | +14,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 146.968 | 147.888 | -920 | 11.016.721 | Reduziert | -0,6% | |
| Rockefeller Capital Management L.P. | 134.140 | 178.690 | -44.550 | 10.110.886 | Reduziert | -24,9% | |
| ROYAL BANK OF CANADA | 133.777 | 109.696 | 24.081 | 10.029.000 | Aufgestockt | +22,0% | |
| WELLS FARGO & COMPANY/MN | 126.168 | 147.748 | -21.580 | 9.457.483 | Reduziert | -14,6% | |
| SEI INVESTMENTS CO | 118.323 | 107.644 | 10.679 | 8.866.063 | Aufgestockt | +9,9% | |
| WELLINGTON MANAGEMENT GROUP LLP | 114.877 | 108.485 | 6.392 | 8.611.180 | Aufgestockt | +5,9% | |
| JPMORGAN CHASE & CO | 105.433 | 0 | 105.433 | 8.233.264 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 103.708 | 93.401 | 10.307 | 7.773.977 | Aufgestockt | +11,0% | |
| TWO SIGMA INVESTMENTS, LP | 102.567 | 25.026 | 77.541 | 7.688.422 | Aufgestockt | +309,8% | |
| AMERIPRISE FINANCIAL INC | 101.041 | 102.588 | -1.547 | 7.574.266 | Reduziert | -1,5% | |
| Woodline Partners LP | 93.805 | 0 | 93.805 | 7.325.232 | Neu | +100,0% | |
| Alpine Peaks Capital, LP | 95.024 | 91.224 | 3.800 | 7.122.999 | Aufgestockt | +4,2% | |
| PRINCIPAL FINANCIAL GROUP INC | 93.145 | 88.574 | 4.571 | 6.982.149 | Aufgestockt | +5,2% | |
| UBS Group AG | 84.719 | 23.691 | 61.028 | 6.350.536 | Aufgestockt | +257,6% | |
| RENAISSANCE TECHNOLOGIES LLC | 76.956 | 62.374 | 14.582 | 5.768.622 | Aufgestockt | +23,4% | |
| RBF Capital, LLC | 69.999 | 69.999 | 0 | 5.247.125 | Unverändert | 0,0% | |
| VICTORY CAPITAL MANAGEMENT INC | 68.870 | 66.888 | 1.982 | 5.162.495 | Aufgestockt | +3,0% | |
| KENNEDY CAPITAL MANAGEMENT LLC | 67.947 | 85.142 | -17.195 | 5.093.307 | Reduziert | -20,2% | |
| FIRST TRUST ADVISORS LP | 65.373 | 69.834 | -4.461 | 4.900.395 | Reduziert | -6,4% | |
| Invesco Ltd. | 64.610 | 58.507 | 6.103 | 4.843.166 | Aufgestockt | +10,4% | |
| STIFEL FINANCIAL CORP | 56.570 | 54.174 | 2.396 | 4.240.483 | Aufgestockt | +4,4% | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 54.407 | 52.573 | 1.834 | 4.078.349 | Aufgestockt | +3,5% | |
| Bridge City Capital, LLC | 53.161 | 52.850 | 311 | 3.984.949 | Aufgestockt | +0,6% | |
| JANE STREET GROUP, LLC | 47.563 | 86.619 | -39.056 | 3.565.322 | Reduziert | -45,1% | |
| Russell Investments Group, Ltd. | 47.271 | 48.735 | -1.464 | 3.543.512 | Reduziert | -3,0% | |
| CenterBook Partners LP | 46.334 | 41.284 | 5.050 | 3.473.197 | Aufgestockt | +12,2% | |
| Man Group plc | 46.295 | 0 | 46.295 | 3.470.273 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 45.434 | 36.361 | 9.073 | 3.405.738 | Aufgestockt | +25,0% | |
| Sovereign's Capital Management, LLC | 45.074 | 46.905 | -1.831 | 3.379.301 | Reduziert | -3,9% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2.208.511 | 2.199.920 | +0,4% | 165.549.973 | 14,71 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.065.856 | 1.212.260 | -12,1% | 79.896.590 | 7,10 |
| MORGAN STANLEY | 1.002.468 | 1.003.333 | -0,1% | 75.145.131 | 6,68 |
| BAHL & GAYNOR INC | 845.388 | 660.864 | +27,9% | 63.370.284 | 5,63 |
| Copeland Capital Management, LLC | 836.831 | 786.114 | +6,5% | 62.728.945 | 5,58 |
| VANGUARD CAPITAL MANAGEMENT LLC | 664.062 | 0 | +100,0% | 49.778.088 | 4,42 |
| STATE STREET CORP | 648.387 | 648.427 | 0,0% | 48.899.403 | 4,35 |
| BANK OF AMERICA CORP /DE/ | 554.621 | 499.965 | +10,9% | 41.574.416 | 3,70 |
| DIMENSIONAL FUND ADVISORS LP | 507.394 | 491.726 | +3,2% | 38.034.586 | 3,38 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 439.904 | 479.536 | -8,3% | 32.975.204 | 2,93 |
| Boston Trust Walden Corp | 400.109 | 452.314 | -11,5% | 29.992.171 | 2,67 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 377.863 | 370.707 | +1,9% | 28.324.610 | 2,52 |
| GEODE CAPITAL MANAGEMENT, LLC | 365.955 | 355.237 | +3,0% | 27.437.214 | 2,44 |
| AMERICAN CENTURY COMPANIES INC | 336.447 | 266.340 | +26,3% | 25.220.329 | 2,24 |
| ENVESTNET ASSET MANAGEMENT INC | 273.109 | 270.545 | +0,9% | 20.472.233 | 1,82 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 256.515 | 364.253 | -29,6% | 19.184.757 | 1,71 |
| Point72 Asset Management, L.P. | 241.402 | 385.189 | -37,3% | 18.095.494 | 1,61 |
| NORTHERN TRUST CORP | 210.928 | 214.466 | -1,6% | 15.811.163 | 1,41 |
| CRAWFORD INVESTMENT COUNSEL INC | 151.877 | 148.120 | +2,5% | 11.384.725 | 1,01 |
| FMR LLC | 148.034 | 129.839 | +14,0% | 11.096.603 | 0,99 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 227 | 16,7 | 1.216 |
| 31.12.2025 | ✓ | 225 | 17,3 | 1.316 |
| 30.09.2025 | ✓ | 245 | 17,6 | 1.446 |
| 30.06.2025 | ✓ | 237 | 15,7 | 2.343 |
| 31.03.2025 | ✓ | 247 | 15,9 | 2.193 |
| 31.12.2024 | ✓ | 247 | 17,9 | 2.850 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Woodline Partners LP | 93.805 | 7.325.232 |
| Hodges Capital Management Inc. | 35.105 | 2.741.349 |
| Callan Family Office, LLC | 25.194 | 1.967.396 |
| NBC SECURITIES, INC. | 10.558 | 824.474 |
| Freestone Grove Partners LP | 5.628 | 439.491 |
| Focus Partners Wealth | 2.789 | 217.810 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2.716 | 212.092 |
| Swiss Life Asset Management Ltd | 2.618 | 204.440 |
| Pinnacle Wealth Planning Services, Inc. | 588 | 45.917 |
| SIMPLEX TRADING, LLC | 511 | 39.903 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Point72 Asset Management, L.P. | 385.189 | 262.163 | +213.1 % | 30.079.409 |
| BAHL & GAYNOR INC | 660.864 | 186.176 | +39.2 % | 51.606.870 |
| BANK OF AMERICA CORP /DE/ | 499.965 | 182.765 | +57.6 % | 39.042.294 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 364.253 | 114.618 | +45.9 % | 29.602.841 |
| FIRST TRUST ADVISORS LP | 69.834 | 59.959 | +607.2 % | 5.453.374 |
| JANE STREET GROUP, LLC | 86.619 | 51.485 | +146.5 % | 6.764.078 |
| CenterBook Partners LP | 41.284 | 35.237 | +582.7 % | 3.223.868 |
| VICTORY CAPITAL MANAGEMENT INC | 66.888 | 33.602 | +100.9 % | 5.223.284 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 370.707 | 24.848 | +7.2 % | 28.948.510 |
| BlackRock, Inc. | 2.199.920 | 22.297 | +1.0 % | 171.791.717 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 178.690 | -162.122 | -47.6 % | 13.953.930 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.212.260 | -141.097 | -10.4 % | 94.665.395 |
| MORGAN STANLEY | 1.003.333 | -129.484 | -11.4 % | 78.350.446 |
| ENVESTNET ASSET MANAGEMENT INC | 270.545 | -66.663 | -19.8 % | 21.126.872 |
| Copeland Capital Management, LLC | 786.114 | -57.867 | -6.9 % | 61.387.729 |
| RENAISSANCE TECHNOLOGIES LLC | 62.374 | -42.471 | -40.5 % | 4.870.786 |
| D. E. Shaw & Co., Inc. | 3.392 | -41.194 | -92.4 % | 264.881 |
| Boston Trust Walden Corp | 452.314 | -37.754 | -7.7 % | 35.321.200 |
| MARSHALL WACE, LLP | 7.718 | -37.098 | -82.8 % | 602.699 |
| TWO SIGMA INVESTMENTS, LP | 25.026 | -35.241 | -58.5 % | 1.954.280 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 08.05.2026 | Copeland Capital Management | Passiv (13G) | 5,50 % | 836.831 | -0,06 pp | |
| 08.05.2026 | BAHL & GAYNOR INC | Passiv (13G) | 5,10 % | 653.986 | Neu | |
| 30.04.2026 | Vanguard Capital Management | Passiv (13G) | 5,14 % | 777.590 | Neu | |
| 27.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -7,09 pp | |
| 13.02.2026 | Kayne Anderson Rudnick Investment Management, LLC | Passiv (13G/A) | 8,00 % | 1.212.494 | -1,80 pp | |
| 13.02.2026 | Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund | Passiv (13G/A) | 4,40 % | 667.088 | -2,00 pp | |
| 13.02.2026 | Virtus Investment Advisers, LLC | Passiv (13G/A) | 4,80 % | 731.069 | -2,10 pp | |
| 29.01.2026 | Copeland Capital Management, LLC | Passiv (13G) | 5,17 % | 786.114 | -0,37 pp | |
| 15.10.2025 | Copeland Capital Management, LLC | Passiv (13G) | 5,54 % | 843.981 | -0,31 pp | |
| 13.08.2025 | Virtus Investment Advisers, LLC | Passiv (13G/A) | 6,90 % | 1.042.658 | +2,08 pp | |
| 13.08.2025 | Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund | Passiv (13G/A) | 6,40 % | 975.582 | Neu | |
| 13.08.2025 | Kayne Anderson Rudnick Investment Management, LLC | Passiv (13G/A) | 9,80 % | 1.486.334 | +3,64 pp | |
| 21.07.2025 | Copeland Capital Management, LLC | Passiv (13G) | 5,85 % | 676.795 | +0,48 pp | |
| 18.07.2025 | BlackRock, Inc. | Passiv (13G/A) | 14,20 % | 2.162.136 | Neu | |
| 14.05.2025 | Kayne Anderson Rudnick Investment Management, LLC | Passiv (13G/A) | 6,16 % | 935.248 | -0,55 pp | |
| 24.04.2025 | Copeland Capital Management, LLC | Passiv (13G) | 5,37 % | 676.795 | +0,28 pp | |
| 13.02.2025 | Kayne Anderson Rudnick Investment Management, LLC | Passiv (13G/A) | 6,71 % | 1.013.367 | -2,40 pp | |
| 13.02.2025 | Virtus Investment Advisers, LLC | Passiv (13G/A) | 4,82 % | 728.150 | Neu | |
| 05.02.2025 | Calvert Research and Management | Passiv (13G/A) | 4,20 % | 635.280 | -0,90 pp | |
| 05.02.2025 | Morgan Stanley | Passiv (13G/A) | 5,90 % | 889.644 | -1,00 pp | |
| 05.02.2025 | Calvert Impact Fund, Inc. - Calvert Small-Cap Fund | Passiv (13G/A) | 3,90 % | 590.428 | -1,10 pp | |
| 24.01.2025 | Copeland Capital Management | Passiv (13G) | 5,56 % | 701.240 | Neu | |
| 13.11.2024 | Virtus | Passiv (13G/A) | 4,99 % | 752.582 | Neu | |
| 13.11.2024 | Kayne | Passiv (13G/A) | 7,41 % | 1.117.374 | Neu | |
| 13.11.2024 | Virtus | Passiv (13G/A) | 5,41 % | 815.616 | +0,42 pp | |
| 22.10.2024 | Copeland Capital Management, LLC | Passiv (13G) | 5,09 % | 647.867 | Neu | |
| 14.02.2024 | T. Rowe Price Investment Management, Inc. | Passiv (13G) | 5,10 % | 761.260 | -1,90 pp | |
| 13.02.2024 | Virtus Investment Advisers, Inc. | Passiv (13G/A) | 6,68 % | 1.001.209 | -2,14 pp | |
| 13.02.2024 | Kayne Anderson Rudnick Investment Management, LLC | Passiv (13G/A) | 9,11 % | 1.365.766 | Neu | |
| 13.02.2024 | Virtus Equity Trust on behalf of Virtus KAR Small Cap Growth Fund | Passiv (13G/A) | 6,22 % | 931.500 | -2,13 pp | |
| 13.02.2024 | The Vanguard Group | Passiv (13G/A) | 7,09 % | 1.062.427 | -0,01 pp | |
| 13.02.2024 | Morgan Stanley | Passiv (13G/A) | 6,90 % | 1.039.417 | +1,80 pp | |
| 13.02.2024 | Calvert Research and Management | Passiv (13G/A) | 5,10 % | 765.853 | Neu | |
| 13.02.2024 | Calvert Impact Fund, Inc. - Calvert Small-Cap Fund | Passiv (13G/A) | 5,00 % | 752.590 | Neu | |
| 22.01.2024 | . BlackRock, Inc. | Passiv (13G/A) | 15,50 % | 2.318.096 | -0,50 pp | |
| 14.02.2023 | T. Rowe Price Investment Management, Inc. | Passiv (13G) | 7,00 % | 915.831 | Neu | |
| 14.02.2023 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Passiv (13G/A) | 11,78 % | 1.531.533 | -0,22 pp | |
| 14.02.2023 | Virtus Equity Trust on behalf of Virtus KAR Small Cap Growth Fund | Passiv (13G/A) | 8,35 % | 1.085.500 | Neu | |
| 14.02.2023 | Virtus Investment Advisers, Inc. | Passiv (13G/A) | 8,82 % | 1.147.033 | -0,54 pp | |
| 14.02.2023 | T. ROWE PRICE ASSOCIATES, INC. | Passiv (13G/A) | 0,20 % | 29.108 | -9,30 pp |
US Congress Trades (STOCK Act)
| Datum | Mitglied | Partei | Kammer | Typ | Betrag-Bereich |
|---|---|---|---|---|---|
| 20.05.2025 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 17.04.2025 | Josh Gottheimer | – | House | Verkauf | $1,001 – $15,000 |
| 29.01.2025 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 17.10.2024 | Josh Gottheimer | – | House | Kauf | $1,001 – $15,000 |
| 16.09.2024 | Josh Gottheimer | – | House | Verkauf | $1,001 – $15,000 |
Quelle: House eFD & Senate eFD (STOCK Act PTR). Betragsangaben sind Bereichsangaben — keine Exaktwerte. Tiefenanalyse für diese Aktie → · Alle Kongress-Bestände →
Stammdaten
U.S. Physical Therapy, Inc. betreibt über seine Tochtergesellschaften Ambulanzen für Physiotherapie, die Vor- und Nachsorgeleistungen sowie Behandlung für orthopädiebezogene Störungen, sportbezogene Verletzungen, Prävention, Rehabilitation verletzter Arbeitnehmern und neurologiebezogene Verletzungen anbieten. Das Unternehmen operiert über zwei Segmente: Physical Therapy Operations und Industrial Injury Prevention Services. Das Unternehmen bietet Dienstleistungen zur Prävention von Arbeitsverletzungen an, einschließlich Vorort-Verletzungsprävention und Rehabilitation, Leistungsoptimierung, Beschäftigungstests nach Angebot, funktionelle Leistungsbewertungen und ergonomische Bewertungen durch Physiotherapeuten und spezialisierte zertifizierte Athletic Trainer für Fortune-500-Unternehmen und andere Klienten, einschließlich Versicherer und deren Auftragnehmer. Am 31. Dezember 2021 betrieb das Unternehmen 591 Kliniken in 39 Bundesstaaten und verwaltete 35 Praxiseinrichtungen für Physiotherapie. Das Unternehmen wurde 1990 gegründet und hat seinen Sitz in Houston, Texas.
Unternehmen & Branche
| Name | U S PHYSICAL THERAPY INC /NV |
|---|---|
| Ticker | USPH |
| CIK | 0000885978 |
| Boerse | NYSE |
| Sektor | Healthcare |
| Industrie | Medical - Care Facilities |
| SIC | 8000 · Services-Health Services |
Wertpapier & Kennzahlen
| CUSIP | 90337L108 |
|---|---|
| ISIN | US90337L1089 |
| Typ | Common Stock |
| Marktkapitalisierung | 797,0 Mio. USD |
| KGV (P/E) | 44,25 |
| Beta | 1,18 |
| Dividendenrendite | 0,03 % |
Bewertung
| KBV (P/B) | 1,67 vs. 4,17 (2021) ▼ |
|---|---|
| KUV (P/S) | 1,02 vs. 2,49 (2021) ▼ |
| EV/EBITDA | 9,9 vs. 17,4 (2021) ▼ |
| FCF-Rendite | 9,4 % vs. 6,2 % (2021) ▲ |
| Buyback-Rendite | 0,7 % |
| Ausschüttungsquote | 69,1 % vs. 46,0 % (2021) ▲ |
Qualität & Bilanz
| Bruttomarge | 19,2 % vs. 23,7 % (2021) ▼ |
|---|---|
| Operative Marge | 11,1 % vs. 14,3 % (2021) ▼ |
| Nettomarge | 5,1 % vs. 8,2 % (2021) ▼ |
| ROIC | 5,0 % vs. 7,9 % (2021) ▼ |
| Nettoverschuldung/EBITDA | 2,6 vs. 2,4 (2021) ▲ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | Verlauf |
|---|---|---|---|---|---|---|
| Bewertung | ||||||
| KBV (P/B) | 4,17 | 3,33 | 2,78 | 2,73 | 2,49 | |
| KUV (P/S) | 2,49 | 1,90 | 2,18 | 1,99 | 1,52 | |
| EV/EBITDA | 17,4 | 18,4 | 21,6 | 19,5 | 13,4 | |
| FCF-Rendite | 6,2 % | 5,6 % | 6,2 % | 5,6 % | 6,3 % | |
| Buyback-Rendite | – | – | 0,0 % | 0,0 % | 0,5 % | |
| Ausschüttungsquote | 46,0 % | 66,3 % | 85,4 % | 84,5 % | 69,1 % | |
| Qualität & Bilanz | ||||||
| Bruttomarge | 23,7 % | 20,3 % | 20,1 % | 18,5 % | 19,2 % | |
| Operative Marge | 14,3 % | 10,3 % | 8,4 % | 9,4 % | 11,1 % | |
| Nettomarge | 8,2 % | 5,8 % | 4,7 % | 4,7 % | 5,1 % | |
| ROIC | 7,9 % | 5,3 % | 3,8 % | 4,0 % | 5,0 % | |
| Nettoverschuldung/EBITDA | 2,4 | 3,7 | 1,6 | 3,1 | 2,6 | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 198.286.000 | 5.038.000 | -0,12 | 1.242.057.000 | 468.975.000 |
| 2025-12-31 | 10-K | 780.990.000 | 39.583.000 | 1,42 | 1.204.010.000 | 476.432.000 |
| 2025-09-30 | 10-Q | 197.132.000 | 13.138.000 | 0,48 | 1.196.270.000 | 503.567.000 |
| 2025-06-30 | 10-Q | 197.344.000 | 12.393.000 | 0,58 | 1.179.600.000 | 500.750.000 |
| 2025-03-31 | 10-Q | 183.788.000 | 9.899.000 | 0,80 | 1.179.687.000 | 497.261.000 |
| 2024-12-31 | 10-K | 671.345.000 | 31.424.000 | 1,84 | 1.167.467.000 | 488.929.000 |
| 2024-09-30 | 10-Q | 168.033.000 | 6.628.000 | 0,39 | 1.029.191.000 | 482.758.000 |
| 2024-06-30 | 10-Q | 167.190.000 | 7.506.000 | 0,47 | 1.023.134.000 | 484.572.000 |
| 2024-03-31 | 10-Q | 155.675.000 | 8.046.000 | 0,46 | 1.017.256.000 | 479.771.000 |
| 2023-12-31 | 10-K | 604.802.000 | 28.239.000 | 1,28 | 997.238.000 | 476.194.000 |
| 2023-09-30 | 10-Q | 150.007.000 | 9.254.000 | 0,51 | 997.238.000 | 491.971.000 |
| 2023-06-30 | 10-Q | 151.485.000 | 10.919.000 | 0,64 | 999.581.000 | 488.498.000 |
| 2023-03-31 | 10-Q | 148.509.000 | 7.410.000 | 0,58 | 868.127.000 | 318.058.000 |
| 2022-12-31 | 10-K | 553.144.000 | 32.158.000 | 2,25 | 858.154.000 | 315.793.000 |
| 2022-09-30 | 10-Q | 139.602.000 | 9.557.000 | 0,72 | 799.708.000 | 317.146.000 |
| 2022-06-30 | 10-Q | 140.656.000 | 11.195.000 | 0,87 | 796.444.000 | 307.177.000 |
| 2022-03-31 | 10-Q | 131.704.000 | 8.799.000 | 0,67 | 763.863.000 | 300.971.000 |
| 2021-12-31 | 10-K | 495.022.000 | 40.831.000 | 2,41 | 749.426.000 | 295.606.000 |
| 2021-09-30 | 10-Q | 125.893.000 | 10.009.000 | 0,66 | 630.098.000 | 289.783.000 |
| 2021-06-30 | 10-Q | 126.928.000 | 12.436.000 | 0,82 | 749.426.000 | 283.848.000 |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Net Patient Revenues | 650,4 Mio. | 560,6 Mio. | 514,6 Mio. | 464,6 Mio. | 438,3 Mio. | 82,3 % | +16,0% | |
| Other Revenues Including Management Contract Revenues And Industrial Injury Prevention Services Revenues | 130,6 Mio. | 110,8 Mio. | 90,2 Mio. | 88,6 Mio. | 56,7 Mio. | 16,5 % | +17,8% | |
| Management Contract Revenues | 9,6 Mio. | 9,8 Mio. | 8,6 Mio. | 8,1 Mio. | 9,9 Mio. | 1,2 % | -2,0% | |
| Physical Therapy Operations | – | – | – | – | 441,3 Mio. | – | – | |
| Industrial Injury Prevention Services Revenues | – | – | – | – | 43,9 Mio. | – | – | |
| Other Revenues | – | – | – | – | 2,9 Mio. | – | – |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 08.05.2026 | 198,3 Mio. USD | -0,12 |
| Q3 2025 | 30.09.2025 | 07.11.2025 | 197,1 Mio. USD | 0,48 |
| Q2 2025 | 30.06.2025 | 08.08.2025 | 197,3 Mio. USD | 0,58 |
| Q1 2025 | 31.03.2025 | 08.05.2026 | 183,8 Mio. USD | 0,80 |
| Q3 2024 | 30.09.2024 | 07.11.2025 | 168,0 Mio. USD | 0,39 |
| Q2 2024 | 30.06.2024 | 08.08.2025 | 167,2 Mio. USD | 0,47 |
| Q1 2024 | 31.03.2024 | 09.05.2025 | 155,7 Mio. USD | 0,46 |
| Q3 2023 | 30.09.2023 | 08.11.2024 | 150,0 Mio. USD | 0,51 |
| Q2 2023 | 30.06.2023 | 14.08.2024 | 151,5 Mio. USD | 0,64 |
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 | |
|---|---|---|---|---|
| 08.05.2026 | 10-Q | – | – | SEC » |
| 27.02.2026 | 10-K | 31.12.2025 | 58 Tage | SEC » |
| 07.11.2025 | 10-Q | 30.09.2025 | 38 Tage | SEC » |
| 08.08.2025 | 10-Q | 30.06.2025 | 39 Tage | SEC » |
| 09.05.2025 | 10-Q | 31.03.2025 | 39 Tage | SEC » |
| 03.03.2025 | 10-K | 31.12.2024 | 62 Tage | SEC » |
| 08.11.2024 | 10-Q | 30.09.2024 | 39 Tage | SEC » |
| 14.08.2024 | 10-Q | 30.06.2024 | 45 Tage | SEC » |
| 08.05.2024 | 10-Q | 31.03.2024 | 38 Tage | SEC » |
| 29.02.2024 | 10-K | 31.12.2023 | 60 Tage | SEC » |
| 08.11.2023 | 10-Q | 30.09.2023 | 39 Tage | SEC » |
| 09.08.2023 | 10-Q | 30.06.2023 | 40 Tage | SEC » |
| 05.05.2023 | 10-Q | 31.03.2023 | 35 Tage | SEC » |
| 28.02.2023 | 10-K | 31.12.2022 | 59 Tage | SEC » |
| 08.11.2022 | 10-Q | 30.09.2022 | 39 Tage | SEC » |
| 08.08.2022 | 10-Q | 30.06.2022 | 39 Tage | SEC » |
| 09.05.2022 | 10-Q | 31.03.2022 | 39 Tage | SEC » |
| 01.03.2022 | 10-K | 31.12.2021 | 60 Tage | SEC » |
| 09.11.2021 | 10-Q | 30.09.2021 | 40 Tage | SEC » |
| 09.08.2021 | 10-Q | 30.06.2021 | 40 Tage | SEC » |
| 10.05.2021 | 10-Q | 31.03.2021 | 40 Tage | SEC » |
| 01.03.2021 | 10-K | 31.12.2020 | 60 Tage | SEC » |
| 06.11.2020 | 10-Q | 30.09.2020 | 37 Tage | SEC » |
| 07.08.2020 | 10-Q | 30.06.2020 | 38 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 26.02.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers;… |
| 28.03.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers;… |
| 21.05.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 17.05.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 08.03.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers;… |
| 03.05.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 23.03.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 18.03.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 03.01.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 18.08.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 22.03.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 07.12.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02, the employment agreement of Glenn McDowell with the Company dated as of May 21, 2019, as amended, will be… |
| 30.10.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 23.09.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 below, the Company entered into an Employment Agreement with Mr. Hendrickson to serve as the Company’s Chief… |
| 24.08.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 below is incorporated by reference into this Item 1.01. ITEM 5.02 Departure of Directors or Certain Officers… |
| 01.06.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 30.03.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 26.03.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 below is incorporated by reference into this Item 1.01. Item 5.02 Departure of Directors or Certain Officers… |
| 25.02.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 14.01.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-05-11 | 3.387 | 59,29 | 200.815 |
| 2026-04-22 | 560 | 75,53 | 42.297 |
| 2026-04-15 | 230 | 77,13 | 17.740 |
| 2026-04-10 | 35 | 77,01 | 2.695 |
| 2026-04-07 | 5 | 74,04 | 370 |
| 2026-03-31 | 1.851 | 74,79 | 138.436 |
| 2026-03-30 | 72 | 74,75 | 5.382 |
| 2026-03-27 | 34 | 74,42 | 2.530 |
| 2026-03-26 | 719 | 74,96 | 53.896 |
| 2026-03-16 | 300 | 76,83 | 23.049 |
| 2026-03-13 | 100 | 77,88 | 7.788 |
| 2026-03-12 | 124.971 | 79,84 | 9.977.685 |
| 2026-03-11 | 772 | 79,99 | 61.752 |
| 2026-03-10 | 1.807 | 80,57 | 145.590 |
| 2026-03-05 | 363 | 84,09 | 30.525 |
| 2026-02-18 | 15 | 86,54 | 1.298 |
| 2026-02-13 | 34 | 87,54 | 2.976 |
| 2026-02-09 | 7 | 85,58 | 599 |
| 2026-02-05 | 93 | 82,60 | 7.682 |
| 2026-01-14 | 12.841 | 85,72 | 1.100.731 |
| 2025-12-15 | 380 | 80,59 | 30.624 |
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.