Glück Conviction Score™ ⓘ
UNTY
UNITY BANCORP INC /NJ/
ⓘ
Eingeschränkte Aussagekraft — erst 66 % der Signal-Gewichte sind mit Daten unterlegt.
🟢
Conviction × Timing — fundamental hohe Conviction trifft auf ein positiv drehendes Timing (Momentum/FTD). Der günstige Quadrant des Modells.
Effektiv: Stark
Niedrig
Bedeutung der Einstufung ⓘ
Insider
0,0
Keine Insider-Käufe
Institutionell
48,9
11 neu, 56 erhöht, -1867K $ 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)
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 % | 54.08 | +4.7 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 51.99 | +8.9 % vs SMA200 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 54.86 | EMA50: 54.03 | |
| MACD-Histogramm | Bullisch | 10 % | 0.136 | Bullisch | |
| RSI(14) | Neutral | 10 % | 59.8 | Neutral (30–70) | |
| Stoch %K(14) | Bärisch | 5 % | 91.4 | Überkauft | |
| ADX(14)+DI | Neutral | 10 % | 15.2 | +DI: 19.4 / −DI: 13.9 | |
| Z-Score(60) | Bärisch | 5 % | 1.74 | Extrem überkauft | |
| 52W-Position | Bullisch | 5 % | 97.4 % | Hoch 56.97 / Tief 43.66 | |
| Bollinger(20,2σ) | Bärisch | 5 % | 87.9 % | Upper 57.22 / Mid 54.80 / Lower 52.38 | |
| LinReg-Slope(60) | Bullisch | 10 % | +0.0586 | R²=0.33 / annualisiert +27.6 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-05-27 | BRODY MARK S | Director | Open Market Sale | -1.600 | 55,24 | -88.376,00 | -69,6% | |
| 2026-04-17 | Gross Mary E. | Director | Open Market Sale | -2.075 | 56,01 | -116.220,96 | -91,6% | |
| 2026-03-13 | DALLAS ROBERT H II | Director, 10% Owner | Open Market Sale | -7.725 | 49,60 | -383.160,00 | -301,9% | |
| 2026-03-12 | DALLAS ROBERT H II | Director, 10% Owner | Open Market Sale | -7.088 | 49,70 | -352.273,60 | -277,5% | |
| 2026-02-18 | HUGHES JAMES A | Director, Officer, CEO | Open Market Sale | -1.500 | 54,50 | -81.750,00 | -64,4% | |
| 2026-01-29 | Donovan James Joseph | Officer, Chief Lending Officer/FSVP | Open Market Sale | -265 | 52,11 | -13.809,18 | -10,9% | |
| 2026-01-15 | Kim Minsu | Officer, Chief Credit Officer/SVP | Open Market Sale | -750 | 56,13 | -42.097,50 | -33,2% | |
| 2026-01-15 | Geraci Vincent | Officer, Director Mortgage Lending/FSVP | Open Market Sale | -1.573 | 55,38 | -87.112,90 | -68,6% | |
| 2026-01-15 | Donovan James Joseph | Officer, Chief Lending Officer/FSVP | Open Market Sale | -777 | 56,07 | -43.566,39 | -34,3% | |
| 2025-12-11 | Gross Mary E. | Director | Open Market Sale | -3.300 | 54,50 | -179.850,00 | -141,7% | |
| 2025-10-22 | Donovan James Joseph | Officer, Chief Lending Officer/FSVP | Open Market Sale | -167 | 48,30 | -8.065,27 | -6,4% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 507.933 | 514.970 | -7.037 | 26.326.176 | Reduziert | -1,4% | |
| DIMENSIONAL FUND ADVISORS LP | 448.435 | 451.741 | -3.306 | 23.242.401 | Reduziert | -0,7% | |
| VANGUARD GROUP INC | 427.547 | 0 | 427.547 | 22.112.731 | Neu | +100,0% | |
| BANC FUNDS CO LLC | 375.469 | 375.469 | 0 | 19.460.558 | Unverändert | 0,0% | |
| ALLIANCEBERNSTEIN L.P. | 363.860 | 358.690 | 5.170 | 18.818.839 | Aufgestockt | +1,4% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 303.250 | 0 | 303.250 | 15.717.448 | Neu | +100,0% | |
| AMERICAN CENTURY COMPANIES INC | 229.986 | 205.419 | 24.567 | 11.920.174 | Aufgestockt | +12,0% | |
| WELLINGTON MANAGEMENT GROUP LLP | 195.402 | 239.238 | -43.836 | 10.127.686 | Reduziert | -18,3% | |
| GEODE CAPITAL MANAGEMENT, LLC | 168.760 | 169.355 | -595 | 8.748.999 | Reduziert | -0,4% | |
| Pacific Ridge Capital Partners, LLC | 158.849 | 149.667 | 9.182 | 8.233.144 | Aufgestockt | +6,1% | |
| STATE STREET CORP | 147.909 | 126.515 | 21.394 | 7.666.123 | Aufgestockt | +16,9% | |
| MALTESE CAPITAL MANAGEMENT LLC | 144.832 | 159.000 | -14.168 | 7.506.643 | Reduziert | -8,9% | |
| MORGAN STANLEY | 143.123 | 125.250 | 17.873 | 7.418.089 | Aufgestockt | +14,3% | |
| ROYCE & ASSOCIATES LP | 128.428 | 129.374 | -946 | 6.656.423 | Reduziert | -0,7% | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 86.004 | 81.696 | 4.308 | 4.457.587 | Aufgestockt | +5,3% | |
| KENNEDY CAPITAL MANAGEMENT LLC | 79.829 | 78.738 | 1.091 | 4.137.537 | Aufgestockt | +1,4% | |
| JPMORGAN CHASE & CO | 75.260 | 0 | 75.260 | 3.892.447 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 73.677 | 72.409 | 1.268 | 3.818.679 | Aufgestockt | +1,8% | |
| Rosenthal | Henry Capital Advisors, Inc. | 52.000 | 52.000 | 0 | 2.695.160 | Unverändert | 0,0% | |
| Empowered Funds, LLC | 49.848 | 0 | 49.848 | 2.583.622 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 48.809 | 39.546 | 9.263 | 2.529.771 | Aufgestockt | +23,4% | |
| Axecap Investments, LLC | 48.830 | 0 | 48.830 | 2.525.488 | Neu | +100,0% | |
| TWO SIGMA INVESTMENTS, LP | 42.071 | 34.530 | 7.541 | 2.180.540 | Aufgestockt | +21,8% | |
| Connor, Clark & Lunn Investment Management Ltd. | 37.668 | 34.671 | 2.997 | 1.952.332 | Aufgestockt | +8,6% | |
| Gator Capital Management, LLC | 35.471 | 33.851 | 1.620 | 1.838.462 | Aufgestockt | +4,8% | |
| MARSHALL WACE, LLP | 32.080 | 41.906 | -9.826 | 1.662.706 | Reduziert | -23,4% | |
| RAYMOND JAMES FINANCIAL INC | 31.067 | 31.416 | -349 | 1.610.203 | Reduziert | -1,1% | |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 28.022 | 19.733 | 8.289 | 1.452.380 | Aufgestockt | +42,0% | |
| MILLENNIUM MANAGEMENT LLC | 27.129 | 6.431 | 20.698 | 1.406.096 | Aufgestockt | +321,8% | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 27.050 | 27.050 | 0 | 1.402.002 | Unverändert | 0,0% | |
| Fisher Asset Management, LLC | 24.965 | 0 | 24.965 | 1.293.935 | Neu | +100,0% | |
| Squarepoint Ops LLC | 23.795 | 40.327 | -16.532 | 1.233.295 | Reduziert | -41,0% | |
| Nuveen, LLC | 23.052 | 23.813 | -761 | 1.194.786 | Reduziert | -3,2% | |
| AMERIPRISE FINANCIAL INC | 22.732 | 23.626 | -894 | 1.178.200 | Reduziert | -3,8% | |
| WESBANCO BANK INC | 20.900 | 0 | 20.900 | 1.083.247 | Neu | +100,0% | |
| SALZHAUER MICHAEL | 19.424 | 9.424 | 10.000 | 1.006.746 | Aufgestockt | +106,1% | |
| Integrated Quantitative Investments LLC | 19.234 | 15.269 | 3.965 | 996.898 | Aufgestockt | +26,0% | |
| LAZARD ASSET MANAGEMENT LLC | 18.886 | 19.202 | -316 | 978.861 | Reduziert | -1,6% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 18.666 | 20.659 | -1.993 | 967.459 | Reduziert | -9,6% | |
| TUDOR INVESTMENT CORP ET AL | 18.405 | 0 | 18.405 | 951.907 | Neu | +100,0% | |
| BNP PARIBAS FINANCIAL MARKETS | 18.304 | 14.533 | 3.771 | 948.696 | Aufgestockt | +25,9% | |
| BANK OF AMERICA CORP /DE/ | 17.682 | 19.356 | -1.674 | 916.458 | Reduziert | -8,6% | |
| AQR CAPITAL MANAGEMENT LLC | 17.626 | 15.648 | 1.978 | 913.544 | Aufgestockt | +12,6% | |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 17.071 | 7.279 | 9.792 | 884.790 | Aufgestockt | +134,5% | |
| PRINCIPAL FINANCIAL GROUP INC | 16.478 | 0 | 16.478 | 852.242 | Neu | +100,0% | |
| RENAISSANCE TECHNOLOGIES LLC | 15.700 | 8.800 | 6.900 | 813.731 | Aufgestockt | +78,4% | |
| Trexquant Investment LP | 15.698 | 9.622 | 6.076 | 813.627 | Aufgestockt | +63,1% | |
| JANE STREET GROUP, LLC | 15.310 | 14.844 | 466 | 793.517 | Aufgestockt | +3,1% | |
| UBS Group AG | 13.716 | 22.993 | -9.277 | 710.900 | Reduziert | -40,3% | |
| MERCER GLOBAL ADVISORS INC /ADV | 13.253 | 12.877 | 376 | 686.907 | Aufgestockt | +2,9% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| BlackRock, Inc. | 507.933 | 514.970 | -1,4% | 26.326.176 | 10,81 |
| DIMENSIONAL FUND ADVISORS LP | 448.435 | 451.741 | -0,7% | 23.242.401 | 9,54 |
| BANC FUNDS CO LLC | 375.469 | 375.469 | 0,0% | 19.460.558 | 7,99 |
| ALLIANCEBERNSTEIN L.P. | 363.860 | 358.690 | +1,4% | 18.818.839 | 7,72 |
| VANGUARD CAPITAL MANAGEMENT LLC | 303.250 | 0 | +100,0% | 15.717.448 | 6,45 |
| AMERICAN CENTURY COMPANIES INC | 229.986 | 205.419 | +12,0% | 11.920.174 | 4,89 |
| WELLINGTON MANAGEMENT GROUP LLP | 195.402 | 239.238 | -18,3% | 10.127.686 | 4,16 |
| GEODE CAPITAL MANAGEMENT, LLC | 168.760 | 169.355 | -0,4% | 8.748.999 | 3,59 |
| Pacific Ridge Capital Partners, LLC | 158.849 | 149.667 | +6,1% | 8.233.144 | 3,38 |
| STATE STREET CORP | 147.909 | 126.515 | +16,9% | 7.666.123 | 3,15 |
| MALTESE CAPITAL MANAGEMENT LLC | 144.832 | 159.000 | -8,9% | 7.506.643 | 3,08 |
| MORGAN STANLEY | 143.123 | 125.250 | +14,3% | 7.418.089 | 3,05 |
| ROYCE & ASSOCIATES LP | 128.428 | 129.374 | -0,7% | 6.656.423 | 2,73 |
| JPMORGAN CHASE & CO | 87.083 | 75.260 | +15,7% | 4.485.645 | 1,84 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 86.004 | 81.696 | +5,3% | 4.457.587 | 1,83 |
| KENNEDY CAPITAL MANAGEMENT LLC | 79.829 | 78.738 | +1,4% | 4.137.537 | 1,70 |
| NORTHERN TRUST CORP | 73.677 | 72.409 | +1,8% | 3.818.679 | 1,57 |
| Rosenthal | Henry Capital Advisors, Inc. | 52.000 | 52.000 | 0,0% | 2.695.160 | 1,11 |
| Empowered Funds, LLC | 49.848 | 0 | +100,0% | 2.583.622 | 1,06 |
| GOLDMAN SACHS GROUP INC | 48.809 | 39.546 | +23,4% | 2.529.771 | 1,04 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 131 | 5,3 | 267 |
| 31.12.2025 | ✓ | 134 | 5,1 | 257 |
| 30.09.2025 | ✓ | 128 | 5,2 | 247 |
| 30.06.2025 | ✓ | 115 | 4,9 | 222 |
| 31.03.2025 | ✓ | 111 | 5,1 | 198 |
| 31.12.2024 | ✓ | 105 | 5,1 | 214 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| CITADEL ADVISORS LLC | 22.764 | 1.177.354 |
| TUDOR INVESTMENT CORP ET AL | 18.405 | 951.907 |
| CANADA PENSION PLAN INVESTMENT BOARD | 9.600 | 496.512 |
| SALZHAUER MICHAEL | 9.424 | 487.409 |
| Legato Capital Management LLC | 8.649 | 447.326 |
| Quadrature Capital Ltd | 7.943 | 410.812 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 5.984 | 309.492 |
| Quantinno Capital Management LP | 4.972 | 257.152 |
| Brevan Howard Capital Management LP | 4.487 | 232.068 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 227 | 11.740 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Squarepoint Ops LLC | 40.327 | 34.568 | +600.2 % | 2.085.712 |
| KENNEDY CAPITAL MANAGEMENT LLC | 78.738 | 19.468 | +32.8 % | 4.072.329 |
| AMERICAN CENTURY COMPANIES INC | 205.419 | 17.316 | +9.2 % | 10.624.271 |
| VANGUARD GROUP INC | 427.547 | 14.308 | +3.5 % | 22.112.731 |
| Nuveen, LLC | 23.813 | 13.390 | +128.5 % | 1.231.609 |
| MORGAN STANLEY | 125.250 | 12.537 | +11.1 % | 6.477.957 |
| JPMORGAN CHASE & CO | 75.260 | 9.783 | +14.9 % | 3.892.447 |
| Integrated Quantitative Investments LLC | 15.269 | 9.644 | +171.4 % | 789.713 |
| BlackRock, Inc. | 514.970 | 8.277 | +1.6 % | 26.634.258 |
| MARSHALL WACE, LLP | 41.906 | 6.786 | +19.3 % | 2.167.379 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| BANC FUNDS CO LLC | 375.469 | -65.749 | -14.9 % | 19.419.257 |
| Invesco Ltd. | 13.452 | -50.325 | -78.9 % | 695.737 |
| ROYCE & ASSOCIATES LP | 129.374 | -28.122 | -17.9 % | 6.691.223 |
| MILLENNIUM MANAGEMENT LLC | 6.431 | -19.140 | -74.9 % | 332.611 |
| TWO SIGMA INVESTMENTS, LP | 34.530 | -16.390 | -32.2 % | 1.785.892 |
| ACADIAN ASSET MANAGEMENT LLC | 85.389 | -10.422 | -10.9 % | 4.415 |
| WELLINGTON MANAGEMENT GROUP LLP | 239.238 | -9.469 | -3.8 % | 12.373.389 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 81.696 | -8.483 | -9.4 % | 4.225.317 |
| DIMENSIONAL FUND ADVISORS LP | 451.741 | -4.989 | -1.1 % | 23.364.125 |
| NORTHERN TRUST CORP | 72.409 | -4.882 | -6.3 % | 3.744.994 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 17.02.2026 | Banc Fund X L.P. | Passiv (13G/A) | 3,70 % | 375.469 | Neu | |
| 17.02.2026 | Banc Fund IX L.P. | Passiv (13G/A) | Ausstieg | 0 | Neu | |
| 17.02.2026 | TBFC Financial Technologies Fund L.P. | Passiv (13G/A) | Ausstieg | 0 | 0,00 pp | |
| 17.02.2026 | BANC FUNDS CO LLC | Passiv (13G/A) | Ausstieg | 0 | Neu | |
| 22.04.2025 | BlackRock, Inc. | Passiv (13G/A) | 4,70 % | 476.959 | -0,60 pp | |
| 04.02.2025 | BlackRock, Inc. | Passiv (13G) | 5,30 % | 526.171 | Neu | |
| 09.02.2024 | TBFC Financial Technologies Fund L.P. | Passiv (13G/A) | Ausstieg | 0 | 0,00 pp | |
| 09.02.2024 | BANC FUND IX L.P. | Passiv (13G/A) | 5,70 % | 575.240 | +0,20 pp | |
| 09.02.2024 | BANC FUND X L.P. | Passiv (13G/A) | 4,10 % | 416.374 | +0,50 pp | |
| 07.02.2023 | TBFC Financial Technologies Fund L.P. | Passiv (13G/A) | Ausstieg | 0 | Neu | |
| 07.02.2023 | BANC FUND X L.P. | Passiv (13G/A) | 3,60 % | 375.727 | +0,70 pp | |
| 07.02.2023 | BANC FUND IX L.P. | Passiv (13G/A) | 5,50 % | 575.240 | +1,00 pp | |
| 06.02.2023 | Wellington Group Holdings LLP | Passiv (13G/A) | 4,67 % | 492.010 | -1,53 pp | |
| 06.02.2023 | Wellington Investment Advisors Holdings LLP | Passiv (13G/A) | 4,67 % | 492.010 | -1,53 pp | |
| 06.02.2023 | Wellington Management Group LLP | Passiv (13G/A) | 4,67 % | 492.010 | -1,53 pp | |
| 06.02.2023 | Wellington Trust Company, NA | Passiv (13G/A) | 4,67 % | 492.010 | -1,53 pp | |
| 06.02.2023 | Wellington Trust Company, National Association Multiple Common Trust Funds Trust, Micro Cap Equity Portfolio | Passiv (13G/A) | 3,99 % | 420.980 | -1,36 pp | |
| 07.02.2022 | BANC FUND X L.P. | Passiv (13G/A) | 2,90 % | 303.193 | +1,50 pp | |
| 07.02.2022 | BANC FUND IX L.P. | Passiv (13G/A) | 4,50 % | 467.130 | +0,80 pp | |
| 07.02.2022 | BANC FUND VIII L.P. | Passiv (13G/A) | Ausstieg | 0 | -1,50 pp | |
| 04.02.2022 | Wellington Management Group LLP | Passiv (13G/A) | 6,20 % | 642.961 | +1,07 pp | |
| 04.02.2022 | Wellington Investment Advisors Holdings LLP | Passiv (13G/A) | 6,20 % | 642.961 | +1,07 pp | |
| 04.02.2022 | Wellington Group Holdings LLP | Passiv (13G/A) | 6,20 % | 642.961 | +1,07 pp | |
| 04.02.2022 | Wellington Management Company LLP | Passiv (13G/A) | 6,20 % | 642.961 | +1,07 pp | |
| 04.02.2022 | Wellington Trust Company, NA | Passiv (13G/A) | 6,20 % | 642.961 | +1,07 pp | |
| 06.07.2021 | Wellington Trust Company, National Association Multiple Common Trust Funds Trust, Micro Cap Equity Portfolio | Passiv (13G) | 5,35 % | 556.980 | Neu |
Stammdaten
Unity Bancorp, Inc. fungiert als Holdinggesellschaft der Unity Bank und stellt Handels- und Privatkundenbank-Produkte und -Dienstleistungen für Privatpersonen, kleine und mittlere Unternehmen sowie professionelle Gemeinschaften bereit. Das Unternehmen bietet persönliche und geschäftliche Konten, Termineinzahlungen, Geldmarktkonten und reguläre Sparkonten an, sowie unverzinsliche und verzinsliche Nachfrage-Einzahlungen. Es bietet auch Darlehen der Small Business Administration; gewerbliche Darlehen; sowie Wohnhypotheken- und Verbraucherdarlehen, einschließlich Wohnimmobilien-, Eigenheimverpfändungs-Leitlinien und Darlehen sowie Wohnbau-Kreditlinien und persönliche Darlehen. Das Unternehmen bot seine Dienstleistungen über das Internet und neunzehn Filialstellen in den Grafschaften Bergen, Hunterdon, Middlesex, Somerset, Union und Warren in New Jersey sowie in Northampton County, Pennsylvania an. Unity Bancorp, Inc. wurde 1991 gegründet und hat seinen Sitz in Clinton, New Jersey.
Unternehmen & Branche
| Name | UNITY BANCORP INC /NJ/ |
|---|---|
| Ticker | UNTY |
| CIK | 0000920427 |
| Boerse | Nasdaq |
| Sektor | Financial Services |
| Industrie | Banks - Regional |
| SIC | 6022 · State Commercial Banks |
Wertpapier & Kennzahlen
| CUSIP | 913290102 |
|---|---|
| ISIN | US9132901029 |
| Typ | Common Stock |
| Marktkapitalisierung | 560,2 Mio. USD |
| KGV (P/E) | 9,90 |
| Beta | 0,62 |
| Dividendenrendite | 0,01 % |
Bewertung
| KBV (P/B) | 1,62 vs. 1,33 (2021) ▲ |
|---|---|
| FCF-Rendite | 7,9 % vs. 11,5 % (2021) ▼ |
| Buyback-Rendite | 0,9 % vs. 1,5 % (2021) ▼ |
| Ausschüttungsquote | 9,7 % vs. 10,0 % (2021) ▼ |
Qualität & Bilanz
| ROIC | 16,8 % vs. 17,6 % (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 | Verlauf |
|---|---|---|---|---|---|---|
| Bewertung | ||||||
| KBV (P/B) | 1,33 | 1,21 | 1,14 | 1,48 | 1,49 | |
| FCF-Rendite | 11,5 % | 14,2 % | 15,4 % | 10,8 % | 8,6 % | |
| Buyback-Rendite | 1,5 % | 0,0 % | 5,3 % | 1,4 % | 1,0 % | |
| Ausschüttungsquote | 10,0 % | 11,4 % | 11,9 % | 12,1 % | 9,7 % | |
| Qualität & Bilanz | ||||||
| ROIC | 17,6 % | 16,1 % | 15,2 % | 14,0 % | 16,8 % | |
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 | 14.288.000 | 1,40 | 3.027.327.000 | 358.095.000 | |
| 2025-12-31 | 10-K | 57.951.000 | 5,67 | 2.966.652.000 | 345.631.000 | |
| 2025-09-30 | 10-Q | 14.390.000 | 1,41 | 2.876.365.000 | 334.023.000 | |
| 2025-06-30 | 10-Q | 16.491.000 | 1,61 | 2.928.523.000 | 319.840.000 | |
| 2025-03-31 | 10-Q | 11.598.000 | 1,13 | 2.767.943.000 | 306.142.000 | |
| 2024-12-31 | 10-K | 41.450.000 | 4,06 | 2.654.017.000 | 295.583.000 | |
| 2024-09-30 | 10-Q | 10.905.000 | 1,07 | 2.635.319.000 | 284.257.000 | |
| 2024-06-30 | 10-Q | 9.454.000 | 0,93 | 2.597.707.000 | 273.395.000 | |
| 2024-03-31 | 10-Q | 9.586.000 | 0,93 | 2.568.088.000 | 266.761.000 | |
| 2023-12-31 | 10-K | 39.707.000 | 3,84 | 2.578.507.000 | 261.430.000 | |
| 2023-09-30 | 10-Q | 9.950.000 | 0,97 | 2.563.006.000 | 252.384.000 | |
| 2023-06-30 | 10-Q | 9.700.000 | 0,95 | 2.552.301.000 | 244.073.000 | |
| 2023-03-31 | 10-Q | 10.287.000 | 0,96 | 2.475.851.000 | 240.459.000 | |
| 2022-12-31 | 10-K | 38.457.000 | 3,59 | 2.444.948.000 | 239.227.000 | |
| 2022-09-30 | 10-Q | 9.942.000 | 0,93 | 2.339.537.000 | 230.234.000 | |
| 2022-06-30 | 10-Q | 9.451.000 | 0,88 | 2.117.156.000 | 220.789.000 | |
| 2022-03-31 | 10-Q | 9.108.000 | 0,85 | 2.067.692.000 | 214.928.000 | |
| 2021-12-31 | 10-K | 36.119.000 | 3,43 | 2.033.713.000 | 205.729.000 | |
| 2021-09-30 | 10-Q | 9.459.000 | 0,90 | 1.991.115.000 | 196.267.000 | |
| 2021-06-30 | 10-Q | 8.418.000 | 0,80 | 1.973.311.000 | 188.756.000 |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Service And Loan Fee Income | 2,7 Mio. | 2,2 Mio. | 1,9 Mio. | 2,4 Mio. | 2,8 Mio. | 59,6 % | +25,3% | |
| Branch Fee Income | 1,8 Mio. | 1,4 Mio. | 997.000 | 1,1 Mio. | 1,1 Mio. | 40,4 % | +32,0% |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 07.05.2026 | – | 1,40 |
| Q3 2025 | 30.09.2025 | 06.11.2025 | – | 1,41 |
| Q2 2025 | 30.06.2025 | 06.11.2025 | – | 1,61 |
| Q1 2025 | 31.03.2025 | 07.05.2026 | – | 1,13 |
| Q3 2024 | 30.09.2024 | 06.11.2025 | – | 1,07 |
| Q2 2024 | 30.06.2024 | 06.11.2025 | – | 0,93 |
| Q1 2024 | 31.03.2024 | 06.11.2025 | – | 0,93 |
| Q3 2023 | 30.09.2023 | 12.11.2024 | – | 0,97 |
| Q2 2023 | 30.06.2023 | 12.11.2024 | – | 0,95 |
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 | – | – | SEC » |
| 04.03.2026 | 10-K | 31.12.2025 | 63 Tage | SEC » |
| 06.11.2025 | 10-Q | 30.09.2025 | 37 Tage | SEC » |
| 06.08.2025 | 10-Q | 30.06.2025 | 37 Tage | SEC » |
| 07.05.2025 | 10-Q | 31.03.2025 | 37 Tage | SEC » |
| 07.03.2025 | 10-K | 31.12.2024 | 66 Tage | SEC » |
| 12.11.2024 | 10-Q | 30.09.2024 | 43 Tage | SEC » |
| 06.08.2024 | 10-Q | 30.06.2024 | 37 Tage | SEC » |
| 08.05.2024 | 10-Q | 31.03.2024 | 38 Tage | SEC » |
| 07.03.2024 | 10-K | 31.12.2023 | 67 Tage | SEC » |
| 08.11.2023 | 10-Q | 30.09.2023 | 39 Tage | SEC » |
| 08.08.2023 | 10-Q | 30.06.2023 | 39 Tage | SEC » |
| 10.05.2023 | 10-Q | 31.03.2023 | 40 Tage | SEC » |
| 10.03.2023 | 10-K | 31.12.2022 | 69 Tage | SEC » |
| 10.11.2022 | 10-Q | 30.09.2022 | 41 Tage | SEC » |
| 10.08.2022 | 10-Q | 30.06.2022 | 41 Tage | SEC » |
| 10.05.2022 | 10-Q | 31.03.2022 | 40 Tage | SEC » |
| 11.03.2022 | 10-K | 31.12.2021 | 70 Tage | SEC » |
| 04.11.2021 | 10-Q | 30.09.2021 | 35 Tage | SEC » |
| 05.08.2021 | 10-Q | 30.06.2021 | 36 Tage | SEC » |
| 05.05.2021 | 10-Q | 31.03.2021 | 35 Tage | SEC » |
| 25.03.2021 | 10-K | 31.12.2020 | 84 Tage | SEC » |
| 04.11.2020 | 10-Q | 30.09.2020 | 35 Tage | SEC » |
| 06.08.2020 | 10-Q | 30.06.2020 | 37 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 20.11.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of… |
| 28.02.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of… |
| 25.05.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 30.03.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of… |
| 16.11.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 12.05.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 06.04.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 28.03.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 24.02.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 29.03.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 17.09.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 24.07.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 26.06.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 05.05.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 06.02.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 27.01.2020 | 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) |
|---|---|---|---|
| 2026-02-27 | 1.203 | 53,35 | 64.180 |
| 2026-02-25 | 4 | 52,05 | 208 |
| 2026-02-19 | 513 | 54,21 | 27.810 |
| 2026-01-08 | 41 | 51,54 | 2.113 |
| 2026-01-05 | 43 | 51,08 | 2.196 |