Glück Conviction Score™ ⓘ
Score-Verlauf (90 Tage)
Kursverlauf (12 Monate)
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bullisch | 10 % | 126.00 | +0.8 % vs SMA50 | |
| Kurs vs SMA200 | Bärisch | 15 % | 127.00 | -0.0 % vs SMA200 | |
| SMA-Cross | Bärisch | 10 % | DEATH | vor 11 Tagen @ 125.00 | |
| EMA20 vs EMA50 | Bärisch | 5 % | 124.44 | EMA50: 125.66 | |
| MACD-Histogramm | Bullisch | 10 % | 0.619 | Bullisch | |
| RSI(14) | Neutral | 10 % | 56.4 | Neutral (30–70) | |
| Stoch %K(14) | Bärisch | 5 % | 80.9 | Überkauft | |
| ADX(14)+DI | Neutral | 10 % | 22.1 | +DI: 18.8 / −DI: 16.4 | |
| Z-Score(60) | Neutral | 5 % | 0.22 | In Range | |
| 52W-Position | Neutral | 5 % | 50.3 % | Hoch 137.18 / Tief 116.60 | |
| Bollinger(20,2σ) | Bärisch | 5 % | 85.9 % | Upper 128.22 / Mid 123.70 / Lower 119.19 | |
| LinReg-Slope(60) | Bärisch | 10 % | -0.1118 | R²=0.48 / annualisiert -22.3 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-05-26 | Castro-Caratini Fernando | Officer, EVP, CFO, Sec. & Treas. | Open Market Sale | -2.489 | 124,97 | -311.050,33 | -11,3% | |
| 2026-05-26 | Castro-Caratini Fernando | Officer, EVP, CFO, Sec. & Treas. | Open Market Sale | -21.261 | 124,37 | -2.644.230,57 | -96,2% | |
| 2026-03-05 | LEWIS CLUNET R | Director | Open Market Sale | -3.800 | 136,01 | -516.838,00 | -18,8% | |
| 2026-03-05 | LEWIS CLUNET R | Director | Open Market Sale | -3.200 | 136,15 | -435.680,00 | -15,8% | |
| 2026-02-27 | LEWIS CLUNET R | Director | Open Market Sale | -5.000 | 136,66 | -683.300,00 | -24,9% | |
| 2026-02-27 | LEWIS CLUNET R | Director | Open Market Sale | -2.000 | 136,13 | -272.260,00 | -9,9% | |
| 2025-12-17 | SHIFFMAN GARY A | Director | Open Market Sale | -156.875 | 123,53 | -19.378.768,75 | -704,8% | |
| 2025-11-10 | LEWIS CLUNET R | Director | Open Market Sale | -1.100 | 126,29 | -138.919,00 | -5,1% | |
| 2025-11-10 | LEWIS CLUNET R | Director | Open Market Sale | -2.900 | 126,22 | -366.038,00 | -13,3% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 16.664.977 | 0 | 16.664.977 | 2.064.957.300 | Neu | +100,0% | |
| DODGE & COX | 14.266.030 | 14.491.865 | -225.835 | 1.796.949.139 | Reduziert | -1,6% | |
| BlackRock, Inc. | 12.681.528 | 10.663.302 | 2.018.226 | 1.597.365.324 | Aufgestockt | +18,9% | |
| NORGES BANK | 6.079.930 | 0 | 6.079.930 | 753.364.126 | Neu | +100,0% | |
| WELLINGTON MANAGEMENT GROUP LLP | 5.842.918 | 5.039.870 | 803.048 | 735.973.951 | Aufgestockt | +15,9% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.453.074 | 0 | 5.453.074 | 686.869.201 | Neu | +100,0% | |
| STATE STREET CORP | 5.213.224 | 5.302.747 | -89.523 | 662.436.611 | Reduziert | -1,7% | |
| FMR LLC | 4.983.816 | 4.868.784 | 115.032 | 627.761.539 | Aufgestockt | +2,4% | |
| GEODE CAPITAL MANAGEMENT, LLC | 2.385.877 | 2.338.358 | 47.519 | 299.703.114 | Aufgestockt | +2,0% | |
| DIMENSIONAL FUND ADVISORS LP | 1.812.301 | 1.760.713 | 51.588 | 228.279.844 | Aufgestockt | +2,9% | |
| Daiwa Securities Group Inc. | 1.768.350 | 1.511.146 | 257.204 | 222.741.366 | Aufgestockt | +17,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.526.108 | 1.470.652 | 55.456 | 192.228.564 | Aufgestockt | +3,8% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.504.752 | 1.474.162 | 30.590 | 189.538.562 | Aufgestockt | +2,1% | |
| DEUTSCHE BANK AG\ | 1.235.421 | 1.243.927 | -8.506 | 155.613.629 | Reduziert | -0,7% | |
| Nuveen, LLC | 1.124.291 | 982.857 | 141.434 | 141.615.695 | Aufgestockt | +14,4% | |
| Legal & General Group Plc | 1.076.405 | 1.080.585 | -4.180 | 135.583.972 | Reduziert | -0,4% | |
| NORTHERN TRUST CORP | 1.038.383 | 1.038.722 | -339 | 130.794.724 | Reduziert | 0,0% | |
| CANADA PENSION PLAN INVESTMENT BOARD | 1.030.991 | 1.030.991 | 0 | 129.863.626 | Unverändert | 0,0% | |
| Russell Investments Group, Ltd. | 974.982 | 798.380 | 176.602 | 122.809.131 | Aufgestockt | +22,1% | |
| Capital International Investors | 882.808 | 0 | 882.808 | 109.388.739 | Neu | +100,0% | |
| MORGAN STANLEY | 806.642 | 954.742 | -148.100 | 101.604.707 | Reduziert | -15,5% | |
| SEI INVESTMENTS CO | 771.978 | 580.005 | 191.973 | 97.238.328 | Aufgestockt | +33,1% | |
| CITADEL ADVISORS LLC | 663.038 | 1.269.423 | -606.385 | 83.516.267 | Reduziert | -47,8% | |
| JPMORGAN CHASE & CO | 650.439 | 0 | 650.439 | 80.596.044 | Neu | +100,0% | |
| HSBC HOLDINGS PLC | 601.525 | 596.643 | 4.882 | 75.822.594 | Aufgestockt | +0,8% | |
| BANK OF AMERICA CORP /DE/ | 568.513 | 519.864 | 48.649 | 71.609.960 | Aufgestockt | +9,4% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 552.146 | 349.813 | 202.333 | 69.548.310 | Aufgestockt | +57,8% | |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 536.746 | 262.148 | 274.598 | 67.608.526 | Aufgestockt | +104,7% | |
| Sumitomo Mitsui Trust Group, Inc. | 435.388 | 419.203 | 16.185 | 54.841.472 | Aufgestockt | +3,9% | |
| Qube Research & Technologies Ltd | 427.964 | 469.888 | -41.924 | 53.906.345 | Reduziert | -8,9% | |
| BALYASNY ASSET MANAGEMENT L.P. | 421.928 | 767.190 | -345.262 | 53.146.051 | Reduziert | -45,0% | |
| Alyeska Investment Group, L.P. | 409.461 | 0 | 409.461 | 50.736.313 | Neu | +100,0% | |
| Swiss National Bank | 362.860 | 342.960 | 19.900 | 45.705.846 | Aufgestockt | +5,8% | |
| Vision Capital Corp | 330.796 | 283.334 | 47.462 | 41.667.064 | Aufgestockt | +16,8% | |
| AMERICAN CENTURY COMPANIES INC | 325.196 | 186.330 | 138.866 | 40.961.688 | Aufgestockt | +74,5% | |
| Amundi | 312.099 | 260.834 | 51.265 | 39.311.991 | Aufgestockt | +19,7% | |
| APG Asset Management US Inc. | 307.048 | 304.084 | 2.964 | 39.111.774 | Aufgestockt | +1,0% | |
| UBS Group AG | 297.862 | 198.300 | 99.562 | 37.518.698 | Aufgestockt | +50,2% | |
| FIRST TRUST ADVISORS LP | 282.142 | 307.169 | -25.027 | 35.538.625 | Reduziert | -8,1% | |
| Land & Buildings Investment Management, LLC | 275.705 | 285.481 | -9.776 | 34.727.802 | Reduziert | -3,4% | |
| CRAMER ROSENTHAL MCGLYNN LLC | 268.485 | 254.316 | 14.169 | 33.818.371 | Aufgestockt | +5,6% | |
| PRUDENTIAL FINANCIAL INC | 264.183 | 310.750 | -46.567 | 33.276.490 | Reduziert | -15,0% | |
| FRANKLIN RESOURCES INC | 262.017 | 420.047 | -158.030 | 33.003.663 | Reduziert | -37,6% | |
| Invesco Ltd. | 260.772 | 264.235 | -3.463 | 32.846.853 | Reduziert | -1,3% | |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 259.889 | 254.925 | 4.964 | 32.741.064 | Aufgestockt | +1,9% | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 257.182 | 281.983 | -24.801 | 32.394.645 | Reduziert | -8,8% | |
| MARSHALL WACE, LLP | 235.675 | 8.384 | 227.291 | 29.685.624 | Aufgestockt | +2711,0% | |
| WHITTIER TRUST CO | 227.245 | 264.511 | -37.266 | 29.050.990 | Reduziert | -14,1% | |
| Mitsubishi UFJ Asset Management Co., Ltd. | 225.803 | 209.699 | 16.104 | 28.442.146 | Aufgestockt | +7,7% | |
| Asset Management One Co., Ltd. | 221.336 | 235.582 | -14.246 | 27.879.483 | Reduziert | -6,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| DODGE & COX | 14.266.030 | 14.491.865 | -1,6% | 1.796.949.139 | 16,47 |
| BlackRock, Inc. | 12.681.528 | 10.663.302 | +18,9% | 1.597.365.324 | 14,64 |
| WELLINGTON MANAGEMENT GROUP LLP | 5.842.918 | 5.039.870 | +15,9% | 735.973.951 | 6,74 |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.453.074 | 0 | +100,0% | 686.869.201 | 6,29 |
| STATE STREET CORP | 5.213.224 | 5.302.747 | -1,7% | 662.436.611 | 6,07 |
| FMR LLC | 4.983.816 | 4.868.784 | +2,4% | 627.761.539 | 5,75 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.385.877 | 2.338.358 | +2,0% | 299.703.114 | 2,75 |
| DIMENSIONAL FUND ADVISORS LP | 1.812.301 | 1.760.713 | +2,9% | 228.279.844 | 2,09 |
| Daiwa Securities Group Inc. | 1.768.350 | 1.511.146 | +17,0% | 222.741.366 | 2,04 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.526.108 | 1.470.652 | +3,8% | 192.228.564 | 1,76 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.504.752 | 1.474.162 | +2,1% | 189.538.562 | 1,74 |
| DEUTSCHE BANK AG\ | 1.235.421 | 1.243.927 | -0,7% | 155.613.629 | 1,43 |
| Nuveen, LLC | 1.124.291 | 982.857 | +14,4% | 141.615.695 | 1,30 |
| Legal & General Group Plc | 1.076.405 | 1.080.585 | -0,4% | 135.583.972 | 1,24 |
| NORTHERN TRUST CORP | 1.038.383 | 1.038.722 | 0,0% | 130.794.724 | 1,20 |
| CANADA PENSION PLAN INVESTMENT BOARD | 1.030.991 | 1.030.991 | 0,0% | 129.863.626 | 1,19 |
| Russell Investments Group, Ltd. | 974.982 | 798.380 | +22,1% | 122.809.131 | 1,13 |
| JPMORGAN CHASE & CO | 893.921 | 650.439 | +37,4% | 112.812.862 | 1,03 |
| MORGAN STANLEY | 806.642 | 954.742 | -15,5% | 101.604.707 | 0,93 |
| SEI INVESTMENTS CO | 771.978 | 580.005 | +33,1% | 97.238.328 | 0,89 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 505 | 122,5 | 13.050 |
| 31.12.2025 | ✓ | 527 | 123,8 | 13.284 |
| 30.09.2025 | ✓ | 502 | 118,3 | 12.613 |
| 30.06.2025 | ✓ | 462 | 131,2 | 13.014 |
| 31.03.2025 | ✓ | 492 | 134,1 | 13.705 |
| 31.12.2024 | ✓ | 466 | 132,0 | 12.855 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| NORGES BANK | 6.079.930 | 753.364.126 |
| Point72 Asset Management, L.P. | 151.440 | 18.764.930 |
| Hudson Bay Capital Management LP | 126.426 | 15.665.446 |
| Taproot Management LP | 78.584 | 9.737.343 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 73.598 | 9.119.528 |
| Lighthouse Investment Partners, LLC | 56.804 | 7.038.584 |
| ExodusPoint Capital Management, LP | 51.126 | 6.335.023 |
| HEARTLAND ADVISORS INC | 42.367 | 5.249.695 |
| Y-Intercept (Hong Kong) Ltd | 33.060 | 4.096.465 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 32.408 | 4.015.675 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.474.162 | 1.470.286 | +37933.1 % | 182.663.412 |
| WELLINGTON MANAGEMENT GROUP LLP | 5.039.870 | 554.075 | +12.4 % | 624.490.291 |
| BALYASNY ASSET MANAGEMENT L.P. | 767.190 | 463.312 | +152.5 % | 95.062.513 |
| Qube Research & Technologies Ltd | 469.888 | 461.763 | +5683.2 % | 58.223.822 |
| FRANKLIN RESOURCES INC | 420.047 | 299.911 | +249.6 % | 52.048.023 |
| JANE STREET GROUP, LLC | 1.012.835 | 222.707 | +28.2 % | 125.500.385 |
| DEUTSCHE BANK AG\ | 1.243.927 | 188.963 | +17.9 % | 154.134.995 |
| BNP Paribas Asset Management Holding S.A. | 164.562 | 154.399 | +1519.2 % | 20.393 |
| JPMORGAN CHASE & CO | 650.439 | 149.172 | +29.8 % | 80.596.044 |
| AMERICAN CENTURY COMPANIES INC | 186.330 | 135.487 | +266.5 % | 23.088.150 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| VANGUARD GROUP INC | 16.664.977 | -1.624.979 | -8.9 % | 2.064.957.300 |
| COHEN & STEERS, INC. | 10.059.770 | -919.346 | -8.4 % | 1.246.603 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 5.560.075 | -813.463 | -12.8 % | 688.952 |
| BlackRock, Inc. | 10.663.302 | -773.568 | -6.8 % | 1.321.289.727 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.322 | -613.049 | -99.6 % | 287.719 |
| FMR LLC | 4.868.784 | -408.853 | -7.7 % | 603.291.007 |
| Daiwa Securities Group Inc. | 1.511.146 | -293.969 | -16.3 % | 187.246 |
| HEITMAN REAL ESTATE SECURITIES LLC | 71.360 | -170.777 | -70.5 % | 8.842.218 |
| UBS Group AG | 198.300 | -163.520 | -45.2 % | 24.571.353 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 197.207 | -160.791 | -44.9 % | 24.538.467 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 07.05.2026 | Cohen & Steers Capital Management, Inc. | Passiv (13G/A) | 10,46 % | 12.896.009 | +1,63 pp | |
| 07.05.2026 | Cohen & Steers UK Limited | Passiv (13G/A) | 0,16 % | 191.735 | +0,06 pp | |
| 07.05.2026 | Cohen & Steers Asia Limited | Passiv (13G/A) | Ausstieg | 0 | 0,00 pp | |
| 07.05.2026 | Cohen & Steers Ireland Limited | Passiv (13G/A) | 0,01 % | 13.605 | 0,00 pp | |
| 07.05.2026 | Cohen & Steers, Inc. | Passiv (13G/A) | 10,63 % | 13.101.349 | +1,69 pp | |
| 30.04.2026 | Vanguard Capital Management | Passiv (13G) | 5,34 % | 6.588.793 | Neu | |
| 29.04.2026 | Vanguard Portfolio Management | Passiv (13G) | 8,26 % | 10.187.046 | Neu | |
| 24.04.2026 | BlackRock, Inc. | Passiv (13G/A) | 9,20 % | 11.383.185 | +1,40 pp | |
| 27.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -14,10 pp | |
| 17.02.2026 | T. Rowe Price Associates, Inc. | Passiv (13G/A) | 4,50 % | 5.560.089 | -1,00 pp | |
| 28.01.2026 | Norges Bank | Passiv (13G/A) | 4,90 % | 6.079.930 | Neu | |
| 14.11.2025 | Cohen & Steers, Inc. | Passiv (13G/A) | 8,94 % | 11.183.297 | Neu | |
| 14.11.2025 | Cohen & Steers UK Limited | Passiv (13G/A) | 0,10 % | 119.443 | +0,04 pp | |
| 14.11.2025 | Cohen & Steers Asia Limited | Passiv (13G/A) | Ausstieg | 0 | 0,00 pp | |
| 14.11.2025 | Cohen & Steers Capital Management, Inc. | Passiv (13G/A) | 8,83 % | 11.052.981 | -4,12 pp | |
| 14.11.2025 | Cohen & Steers Ireland Limited | Passiv (13G/A) | 0,01 % | 10.873 | -0,01 pp | |
| 05.11.2025 | FMR LLC | Passiv (13G/A) | 4,20 % | 5.269.273 | -2,00 pp | |
| 05.11.2025 | Abigail P. Johnson | Passiv (13G/A) | 4,20 % | 5.269.273 | -2,00 pp | |
| 14.08.2025 | T. Rowe Price Associates, Inc. | Passiv (13G) | 5,50 % | 7.046.062 | Neu | |
| 13.08.2025 | Dodge & Cox | Passiv (13G/A) | 11,10 % | 14.198.760 | +1,00 pp | |
| 17.04.2025 | BlackRock, Inc. | Passiv (13G/A) | 7,80 % | 9.936.327 | Neu | |
| 07.03.2025 | Dodge & Cox | Passiv (13G/A) | 10,10 % | 12.814.380 | +2,60 pp | |
| 13.02.2025 | Cohen & Steers Capital Management, Inc. | Passiv (13G/A) | 12,95 % | 16.501.585 | Neu | |
| 13.02.2025 | Cohen & Steers Asia Limited | Passiv (13G/A) | Ausstieg | 0 | 0,00 pp | |
| 13.02.2025 | Cohen & Steers Ireland Limited | Passiv (13G/A) | 0,02 % | 24.237 | +0,01 pp | |
| 13.02.2025 | Cohen & Steers UK Ltd | Passiv (13G/A) | 0,07 % | 94.936 | Neu | |
| 13.02.2025 | COHEN & STEERS, INC. | Passiv (13G/A) | 13,05 % | 16.620.758 | Neu | |
| 13.02.2025 | Dodge & Cox | Passiv (13G) | 7,50 % | 9.606.018 | Neu | |
| 12.02.2025 | Abigail P. Johnson | Passiv (13G) | 6,20 % | 7.909.795 | Neu | |
| 12.02.2025 | FMR LLC | Passiv (13G) | 6,20 % | 7.909.795 | Neu | |
| 07.11.2024 | NORGES BANK (THE CENTRAL BANK OF NORWAY) | Passiv (13G) | 5,88 % | 7.328.481 | Neu | |
| 14.02.2024 | Cohen & Steers, Inc. 14-1904657 | Passiv (13G/A) | 11,14 % | 13.866.252 | +0,85 pp | |
| 14.02.2024 | Cohen & Steers Asia Limited | Passiv (13G/A) | Ausstieg | 0 | 0,00 pp | |
| 14.02.2024 | Cohen & Steers Ireland Limited | Passiv (13G/A) | 0,01 % | 10.412 | 0,00 pp | |
| 14.02.2024 | Cohen & Steers UK Limited | Passiv (13G/A) | 0,06 % | 70.652 | 0,00 pp | |
| 14.02.2024 | Cohen & Steers Capital Management, Inc. 13-3353336 | Passiv (13G/A) | 11,08 % | 13.785.188 | +0,85 pp | |
| 13.02.2024 | The Vanguard Group | Passiv (13G/A) | 14,10 % | 17.544.435 | -0,20 pp | |
| 25.01.2024 | . BlackRock, Inc. | Passiv (13G/A) | 8,90 % | 11.087.456 | +0,30 pp | |
| 10.07.2023 | Cohen & Steers Capital Management, Inc. 13-3353336 | Passiv (13G/A) | 10,23 % | 12.724.370 | +2,12 pp | |
| 10.07.2023 | Cohen & Steers Ireland Limited | Passiv (13G/A) | 0,01 % | 9.761 | 0,00 pp |
Stammdaten
Sun Communities, Inc. ist ein REIT, das zum 31. März 2022 ein Portfolio von 603 entwickelten Mobilheim-, Wohnmobil- und Marinaliegenschaften besaß, betrieb oder an diesen beteiligt war, das sich aus fast 159.300 entwickelten Stellplätzen und über 45.700 Nassplätzen und Trockenstellplätzen in 39 Bundesstaaten, Kanada, Puerto Rico und dem Vereinigten Königreich zusammensetzt.
Unternehmen & Branche
| Name | SUN COMMUNITIES INC |
|---|---|
| Ticker | SUI |
| CIK | 0000912593 |
| Boerse | NYSE |
| Sektor | Real Estate |
| Industrie | REIT - Residential |
| SIC | 6798 · Real Estate Investment Trusts |
Wertpapier & Kennzahlen
| CUSIP | 866674104 |
|---|---|
| ISIN | US8666741041 |
| Typ | REIT |
| Marktkapitalisierung | 15,64 Mrd. USD |
| KGV (P/E) | 11,68 |
| Beta | 0,80 |
| Dividendenrendite | 0,06 % |
Bewertung
| KBV (P/B) | 2,25 vs. 3,68 (2021) ▼ |
|---|---|
| KUV (P/S) | 6,78 vs. 10,72 (2021) ▼ |
| FCF-Rendite | 5,5 % vs. 3,1 % (2021) ▲ |
| Buyback-Rendite | 3,4 % |
Qualität & Bilanz
| Nettomarge | 61,3 % vs. 18,0 % (2021) ▲ |
|---|---|
| ROIC | 20,3 % vs. 6,2 % (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) | 3,68 | 2,27 | 2,35 | 2,21 | 2,20 | |
| KUV (P/S) | 10,72 | 5,97 | 7,28 | 6,93 | 6,64 | |
| FCF-Rendite | 3,1 % | 4,1 % | 4,8 % | 5,5 % | 5,6 % | |
| Buyback-Rendite | – | – | 0,0 % | 0,0 % | 3,5 % | |
| Qualität & Bilanz | ||||||
| Bruttomarge | 90,9 % | 89,5 % | – | – | – | |
| Nettomarge | 18,0 % | 8,8 % | -9,1 % | 4,6 % | 61,3 % | |
| ROIC | 6,2 % | 3,3 % | -2,9 % | 1,5 % | 20,3 % | |
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 | 507.900.000 | -6.400.000 | -0,07 | 12.358.800.000 | 6.753.500.000 |
| 2025-12-31 | 10-K | 2.306.100.000 | 1.413.900.000 | 10,84 | 12.522.900.000 | 6.956.100.000 |
| 2025-09-30 | 10-Q | 697.200.000 | 12.100.000 | 0,07 | 12.800.300.000 | 6.985.100.000 |
| 2025-06-30 | 10-Q | 623.500.000 | 1.314.100.000 | 10,02 | 13.362.100.000 | 7.409.900.000 |
| 2025-03-31 | 10-Q | 470.200.000 | -41.200.000 | -0,34 | 16.505.600.000 | 6.921.400.000 |
| 2024-12-31 | 10-K | 3.221.100.000 | 103.600.000 | 0,71 | 16.549.400.000 | 7.081.700.000 |
| 2024-09-30 | 10-Q | 939.900.000 | 300.500.000 | 2,31 | 17.085.100.000 | 7.455.500.000 |
| 2024-06-30 | 10-Q | 864.000.000 | 56.700.000 | 0,42 | 17.011.100.000 | 6.884.300.000 |
| 2024-03-31 | 10-Q | 671.300.000 | -25.200.000 | -0,22 | 17.113.300.000 | 6.938.700.000 |
| 2023-12-31 | 10-K | 3.224.600.000 | -206.900.000 | -1,72 | 16.940.700.000 | 7.082.800.000 |
| 2023-09-30 | 10-Q | 983.300.000 | 127.000.000 | 0,97 | 17.605.300.000 | 7.739.800.000 |
| 2023-06-30 | 10-Q | 863.400.000 | -210.200.000 | -1,68 | 17.561.400.000 | 7.708.100.000 |
| 2023-03-31 | 10-Q | 651.200.000 | -43.700.000 | -0,36 | 17.363.800.000 | 7.690.300.000 |
| 2022-12-31 | 10-K | 2.969.700.000 | 261.400.000 | 2,00 | 17.084.200.000 | 7.809.800.000 |
| 2022-09-30 | 10-Q | 932.600.000 | 162.600.000 | 1,32 | 16.484.600.000 | 7.838.800.000 |
| 2022-06-30 | 10-Q | 814.300.000 | 74.000.000 | 0,61 | 16.397.800.000 | 7.447.300.000 |
| 2022-03-31 | 10-Q | 548.500.000 | 700.000 | 0,01 | 13.914.200.000 | 6.541.900.000 |
| 2021-12-31 | 10-K | 2.272.600.000 | 408.300.000 | 3,36 | 13.494.100.000 | 6.623.900.000 |
| 2021-09-30 | 10-Q | 684.300.000 | 231.700.000 | 2,00 | 12.583.296.000 | 6.697.600.000 |
| 2021-06-30 | 10-Q | 603.900.000 | 110.800.000 | 0,98 | 12.040.990.000 | 6.555.208.000 |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| MH | 1,1 Mrd. | 1,2 Mrd. | 1,1 Mrd. | – | – | 35,7 % | -1,9% | |
| Marinas | 960,6 Mio. | 940,4 Mio. | 788,5 Mio. | – | – | 29,8 % | +2,1% | |
| RV | 697,6 Mio. | 727,5 Mio. | 707,2 Mio. | – | – | 21,7 % | -4,1% | |
| UKSegment | 414,3 Mio. | 386,0 Mio. | 335,6 Mio. | – | – | 12,9 % | +7,3% | |
| Income From Real Property | – | – | – | 1,6 Mrd. | 1,1 Mrd. | – | – |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 28.04.2026 | 507,9 Mio. USD | -0,07 |
| Q3 2025 | 30.09.2025 | 30.10.2025 | 697,2 Mio. USD | 0,07 |
| Q2 2025 | 30.06.2025 | 30.10.2025 | 623,5 Mio. USD | 10,02 |
| Q1 2025 | 31.03.2025 | 28.04.2026 | 470,2 Mio. USD | -0,34 |
| Q3 2024 | 30.09.2024 | 30.10.2025 | 680,4 Mio. USD | 2,31 |
| Q2 2024 | 30.06.2024 | 30.10.2025 | 596,3 Mio. USD | 0,42 |
| Q1 2024 | 31.03.2024 | 30.10.2025 | 469,2 Mio. USD | -0,22 |
| Q3 2023 | 30.09.2023 | 07.11.2024 | 983,3 Mio. USD | 0,97 |
| Q2 2023 | 30.06.2023 | 07.11.2024 | 863,4 Mio. USD | -1,68 |
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 | |
|---|---|---|---|---|
| 28.04.2026 | 10-Q | – | – | SEC » |
| 25.02.2026 | 10-K | 31.12.2025 | 56 Tage | SEC » |
| 30.10.2025 | 10-Q | 30.09.2025 | 30 Tage | SEC » |
| 31.07.2025 | 10-Q | 30.06.2025 | 31 Tage | SEC » |
| 06.05.2025 | 10-Q | 31.03.2025 | 36 Tage | SEC » |
| 28.02.2025 | 10-K | 31.12.2024 | 59 Tage | SEC » |
| 07.11.2024 | 10-Q | 30.09.2024 | 38 Tage | SEC » |
| 01.08.2024 | 10-Q | 30.06.2024 | 32 Tage | SEC » |
| 02.05.2024 | 10-Q | 31.03.2024 | 32 Tage | SEC » |
| 28.02.2024 | 10-K | 31.12.2023 | 59 Tage | SEC » |
| 26.10.2023 | 10-Q | 30.09.2023 | 26 Tage | SEC » |
| 27.07.2023 | 10-Q | 30.06.2023 | 27 Tage | SEC » |
| 27.04.2023 | 10-Q | 31.03.2023 | 27 Tage | SEC » |
| 23.02.2023 | 10-K | 31.12.2022 | 54 Tage | SEC » |
| 25.10.2022 | 10-Q | 30.09.2022 | 25 Tage | SEC » |
| 26.07.2022 | 10-Q | 30.06.2022 | 26 Tage | SEC » |
| 26.04.2022 | 10-Q | 31.03.2022 | 26 Tage | SEC » |
| 22.02.2022 | 10-K | 31.12.2021 | 53 Tage | SEC » |
| 26.10.2021 | 10-Q | 30.09.2021 | 26 Tage | SEC » |
| 27.07.2021 | 10-Q | 30.06.2021 | 27 Tage | SEC » |
| 27.04.2021 | 10-Q | 31.03.2021 | 27 Tage | SEC » |
| 18.02.2021 | 10-K | 31.12.2020 | 49 Tage | SEC » |
| 22.10.2020 | 10-Q | 30.09.2020 | 22 Tage | SEC » |
| 23.07.2020 | 10-Q | 30.06.2020 | 23 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 31.07.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Section 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Principal Officers; Election of Directors… |
| 18.03.2025 | 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… |
| 25.01.2023 | 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; Appointment… |
| 07.09.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 01.04.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Item 9.01 Financial Statements and Exhibits (d) Exhibits. Exhibit No. Description 10.1 First Amendment to… |
| 20.07.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 below is hereby incorporated into this Item 1.01. Item 5.02 Departure of Directors or Certain Officers… |
| 31.03.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 11.02.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 28.05.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 07.04.2020 | 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) |
|---|---|---|---|
| 2026-05-12 | 4 | 125,79 | 503 |
| 2026-05-11 | 2.093 | 125,94 | 263.592 |
| 2026-05-06 | 412 | 125,27 | 51.611 |
| 2026-05-05 | 25 | 124,77 | 3.119 |
| 2026-05-01 | 21 | 127,84 | 2.685 |
| 2026-04-29 | 5.648 | 128,30 | 724.638 |
| 2026-04-28 | 1.200 | 127,64 | 153.168 |
| 2026-04-14 | 1.012 | 129,52 | 131.074 |
| 2026-04-09 | 7.684 | 128,62 | 988.316 |
| 2026-04-02 | 113 | 127,38 | 14.394 |
| 2026-03-26 | 32.008 | 127,64 | 4.085.501 |
| 2026-03-23 | 100 | 130,44 | 13.044 |
| 2026-03-17 | 17 | 134,95 | 2.294 |
| 2026-03-12 | 7 | 136,31 | 954 |
| 2026-03-10 | 279 | 135,44 | 37.788 |
| 2026-03-06 | 823 | 136,69 | 112.496 |
| 2026-03-03 | 50 | 137,18 | 6.859 |
| 2026-02-20 | 10.053 | 129,28 | 1.299.652 |
| 2026-02-13 | 35 | 128,89 | 4.511 |
| 2026-02-09 | 92 | 125,69 | 11.563 |
| 2026-02-06 | 62 | 123,68 | 7.668 |
| 2026-01-28 | 686 | 127,04 | 87.149 |
| 2026-01-15 | 51 | 126,64 | 6.459 |
| 2026-01-07 | 668 | 122,85 | 82.064 |
| 2025-12-26 | 34 | 124,45 | 4.231 |
| 2025-12-17 | 598 | 123,23 | 73.692 |
| 2025-12-16 | 20 | 123,89 | 2.478 |
| 2025-12-15 | 39 | 122,20 | 4.766 |
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.