FRANKLIN COVEY CO (FC)

Empfehlung

15,7
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
49.4
15 neu, 19 erhöht, -28865K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)

Score-Verlauf (90 Tage)

Kritische 8-K Meldungen

Stammdaten

Unternehmen

NameFRANKLIN COVEY CO
TickerFC
CIK0000886206

Branche

SIC-Code8741
BeschreibungServices-Management Services

Wertpapier

CUSIP353469109
ISINUS3534691098
TypCommon Stock
TitelFRANKLIN COVEY CO

Status

Zuletzt geprüft2026-03-22 15:06:56.590587

Finanzkennzahlen (SEC XBRL)

PeriodeFilingUmsatzNettoergebnisEPSAktivaEigenkapital
2025-08-3110-K267,067,0003,068,0000.24242,912,00066,911,000

Fondsaktivität (letzte 3 Quartale)

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
ALLIANCEBERNSTEIN L.P.1,143,8531,052,68091,17319,193,853Aufgestockt+8,7%
BlackRock, Inc.985,333971,74213,59116,533,887Aufgestockt+1,4%
VANGUARD GROUP INC667,247699,992-32,74511,196,404Reduziert-4,7%
ROYCE & ASSOCIATES LP448,999837,987-388,9887,534,203Reduziert-46,4%
DIMENSIONAL FUND ADVISORS LP319,302355,792-36,4905,358,003Reduziert-10,3%
GEODE CAPITAL MANAGEMENT, LLC301,459299,8331,6265,059,538Aufgestockt+0,5%
STATE STREET CORP239,118241,175-2,0574,012,400Reduziert-0,9%
HERALD INVESTMENT MANAGEMENT Ltd175,000175,00002,933,000Unverändert0,0%
JACOBS LEVY EQUITY MANAGEMENT, INC171,303174,324-3,0212,874,464Reduziert-1,7%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP146,837197,021-50,1842,463,925Reduziert-25,5%
BANK OF AMERICA CORP /DE/132,986147,429-14,4432,231,506Reduziert-9,8%
MORGAN STANLEY122,840108,12814,7122,061,256Aufgestockt+13,6%
RENAISSANCE TECHNOLOGIES LLC117,203132,303-15,1001,966,666Reduziert-11,4%
DEUTSCHE BANK AG\116,65885,21931,4391,957,521Aufgestockt+36,9%
GOLDMAN SACHS GROUP INC102,70578,83823,8671,723,390Aufgestockt+30,3%
NORTHERN TRUST CORP93,96196,141-2,1801,576,666Reduziert-2,3%
MILLENNIUM MANAGEMENT LLC69,457259,618-190,1611,165,488Reduziert-73,2%
BRIDGEWAY CAPITAL MANAGEMENT, LLC68,200117,200-49,0001,144,396Reduziert-41,8%
Y-Intercept (Hong Kong) Ltd45,985045,9851,049,378Neu+100,0%
MARSHALL WACE, LLP51,334051,334861,386Neu+100,0%
AMERICAN CENTURY COMPANIES INC48,12930,80517,324807,605Aufgestockt+56,2%
AQR CAPITAL MANAGEMENT LLC41,316041,316801,943Neu+100,0%
Quantinno Capital Management LP37,91717,76020,157636,247Aufgestockt+113,5%
GLOBEFLEX CAPITAL L P37,81737,8170634,569Unverändert0,0%
JANE STREET GROUP, LLC37,59828,8778,721630,895Aufgestockt+30,2%
BARCLAYS PLC30,17433,499-3,325506,319Reduziert-9,9%
AXA S.A.20,932020,932477,668Neu+100,0%
UBS Group AG28,41817,83610,582476,854Aufgestockt+59,3%
AVIVA PLC20,623020,623470,617Neu+100,0%
Illumine Investment Management, LLC27,42825,6521,776460,242Aufgestockt+6,9%
O'Keefe Stevens Advisory, Inc.16,928016,928386,297Neu+100,0%
VICTORY CAPITAL MANAGEMENT INC19,83112,9846,847384,920Aufgestockt+52,7%
DEAN INVESTMENT ASSOCIATES, LLC16,446016,446375,298Neu+100,0%
Invesco Ltd.21,55319,4982,055361,659Aufgestockt+10,5%
STRS OHIO20,80018,8002,000349,024Aufgestockt+10,6%
FRANKLIN RESOURCES INC20,20923,509-3,300339,107Reduziert-14,0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP14,541014,541331,826Neu+100,0%
EntryPoint Capital, LLC16,63313,0213,612322,847Aufgestockt+27,7%
Dean Capital Management13,242013,242302,182Neu+100,0%
Tidal Investments LLC15,23215,716-484255,593Reduziert-3,1%
Bridge City Capital, LLC15,08015,0800253,042Unverändert0,0%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO14,92314,9230250,408Unverändert0,0%
Soltis Investment Advisors LLC14,83815,433-595248,976Reduziert-3,9%
VOYA INVESTMENT MANAGEMENT LLC14,66714,421246246,112Aufgestockt+1,7%
RHUMBLINE ADVISERS14,55216,343-1,791244,172Reduziert-11,0%
Quadrature Capital Ltd12,523012,523243,322Neu+100,0%
Man Group plc13,461013,461225,876Neu+100,0%
State of Wyoming11,27014,366-3,096218,751Reduziert-21,6%
Creative Planning9,52809,528217,429Neu+100,0%
XTX Topco Ltd12,80012,925-125214,784Reduziert-1,0%

Insider-Transaktionen (12 Monate)

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
2025-11-10Covey Michael Sean MerrillOfficer, President, Education DivisionOpen Market Sale-7,00014.68-102,788.00-100,0%

Fail-to-Deliver (6 Monate)

DatumFTD-MengeKursWert (USD)
2026-02-271.96913,4526.483
2026-02-2015216,182.459
2026-02-18217,4235
2026-02-173117,76551

Top-Fondshalter (aktuelles Quartal)

FondsAnteileWert (USD)Anteil (%)
ALLIANCEBERNSTEIN L.P.1,143,85319,193,85319.07
BlackRock, Inc.985,33316,533,88716.42
VANGUARD GROUP INC667,24711,196,40411.12
ROYCE & ASSOCIATES LP448,9997,534,2037.48
DIMENSIONAL FUND ADVISORS LP319,3025,358,0035.32
GEODE CAPITAL MANAGEMENT, LLC301,4595,059,5385.03
STATE STREET CORP239,1184,012,4003.99
HERALD INVESTMENT MANAGEMENT Ltd175,0002,933,0002.91
JACOBS LEVY EQUITY MANAGEMENT, INC171,3032,874,4642.86
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP146,8372,463,9252.45
BANK OF AMERICA CORP /DE/132,9862,231,5062.22
MORGAN STANLEY122,8402,061,2562.05
RENAISSANCE TECHNOLOGIES LLC117,2031,966,6661.95
DEUTSCHE BANK AG\116,6581,957,5211.94
GOLDMAN SACHS GROUP INC102,7051,723,3901.71
NORTHERN TRUST CORP93,9611,576,6661.57
MILLENNIUM MANAGEMENT LLC69,4571,165,4881.16
BRIDGEWAY CAPITAL MANAGEMENT, LLC68,2001,144,3961.14
MARSHALL WACE, LLP51,334861,3860.86
AMERICAN CENTURY COMPANIES INC48,129807,6050.80