Financials · Insurance Agents, Brokers & Service · NYSE · CIK 315293 · FYE Dec 31 · Prices AT CLOSE 2026-08-21 (USD) Last $355.11 · Day +0.90% · Mkt cap $75.3B · P/E (FY) 20.9× · 1Y −4.5% · Off 52W high −7.1% · Vol (1Y) 25.4% Price2023-08-21 → 2026-08-21 AON close: $324 on 2023-08-21 to $355 on 2026-08-21. Split-adj closes · 240 of 6,696 · price returnⓘ At a glance | Short interest2.3% of sh out | | Days to cover3.0d | | 13F net flow (QoQ)+1.56% | | Top-10 13F concentration47.3% | | Next report (est.)2026-10-28 |
SI 2026-07-31 · 13F 2026-Q1ⓘ Key fundamentalsFY 2025 | P/E (FY)20.9× | | Sales (TTM)$17.58B | | Earnings (TTM)$3.91B | | ROE47.8% | | Net margin21.5% | | ROIC15.6% | | Debt / equity1.63× | | EPS growth 3Y11.9% | | Sales growth 3Y11.2% |
FY ratios · TTM sales/earnings (USD)ⓘ Trailing returns | YTD+1.3% | | 1Y−4.5% | | 3Y+12.5% | | 5Y+32.7% | | 10Y+256.2% | | Since incept. (ann.)+10.3% |
Total return · from 2000-01-03ⓘ Risk | Ann. volatility (1Y)25.4% | | Ann. volatility (3Y)22.7% | | Sharpe (1Y)−0.04 | | Sharpe (3Y)0.29 | | Max drawdown (1Y)−17.3% | | Max drawdown (3Y)−23.8% | | Beta (3Y vs SPY)0.44 |
Daily returns, ann.ⓘ Top institutional holders13F 2026-Q1 | Manager | Shares | Value | % sh out | QoQ |
|---|
| BlackRock, Inc. | 16.1M | $5.2B | 7.54% | −0.5% | | VANGUARD CAPITAL MANAGEMENT LLC | 13.6M | $4.4B | 6.34% | new | | Capital World Investors | 11.5M | $3.7B | 5.36% | −6.3% | | STATE STREET CORP | 9.2M | $3.0B | 4.30% | +0.2% | | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8.4M | $2.8B | 3.90% | −2.2% | | Dodge & Cox | 8.1M | $2.6B | 3.79% | +3.4% | | MORGAN STANLEY | 6.4M | $2.1B | 2.98% | +14.4% | | JPMORGAN CHASE & CO | 5.6M | $1.8B | 2.63% | +76.7% |
Δ vs 2025-Q4ⓘ Latest reported quarterslast report 2026-07-29 | Period end | Reported | EPS | EPS YoY | Revenue | Rev YoY |
|---|
| 2026-06-30 | 2026-07-29 | $2.58 | −3.0% | $4.25B | +2.2% | | 2026-03-31 | 2026-05-01 | $5.63 | +27.1% | $5.03B | +6.4% | | 2025-12-31 | 2026-01-30 | $7.82 | +151.4% | $4.30B | +3.7% | | 2025-09-30 | 2025-10-31 | $2.11 | +34.4% | $4.00B | +7.4% |
As-reported XBRL · next 2026-10-28 est.ⓘ Segment mixFY2025 (ended Dec 2025) US 48% · Europe Middle East And Africa Other Than United Kingdom And Ireland 18% · GB 13% · Asia Pacific 10% · Americas Other Than United States 10% geographic · TAGGED revenueⓘ Basis & disclosures - EOD closes · nothing imputed or averaged · absent “—”
- As-of differs by block · 13F = US long, 45+d lag, LOWER bound
- Not investment advice · no recommendation, price target or solicitation
- EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
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