Earnings per Share (EPS)
The following table reconciles the net income and the weighted average common shares outstanding used in the computations of basic and diluted earnings per common share for the years ended December 31:
(In thousands, except per share amounts)202520242023
Net income$689,969 $729,403 $696,386 
   
Basic weighted average shares outstanding98,999 105,394 106,222 
Dilutive effect of nonvested shares1,024 1,156 907 
Diluted weighted average shares outstanding100,023 106,550 107,129 
Basic earnings per share$6.97 $6.92 $6.56 
Diluted earnings per share$6.90 $6.85 $6.50 
There were 35,716, 51,776 and 48,087 antidilutive shares for the years ended December 31, 2025, 2024 and 2023, respectively.
Nonvested performance-based share awards are considered contingently issuable for purposes of the EPS calculation. The 2025, 2024, and 2023 performance-based share awards vest based upon our compounded annual book value per share growth
percentage and relative total shareholder return during a three-year performance period. The following table summarizes the performance-based shares issuable if the reporting date was the end of the contingency period.
2025 Performance-Based Grants
2024 Performance-Based Grants
2023 Performance-Based Grants
2022 Performance-Based Grants
As of December 31,
Percent Issuable Relative to TargetAs a Percent of Shares IssuedPercent Issuable Relative to TargetAs a Percent of Shares IssuedPercent Issuable Relative to TargetAs a Percent of Shares IssuedPercent Issuable Relative to TargetAs a Percent of Shares Issued
2025
200%100%134%67%193%96.5%(1)(1)
2024
100%50%174%87%168%84%
2023
200%100%200%100%
(1) The 2022 performance based awards vested at 168% relative to target on March 1, 2025.

Historical Timeline

Fiscal YearFiled
2025Feb 18, 2026Showing above
2024Feb 19, 2025
2023Feb 16, 2024
2022Feb 17, 2023
2021Feb 16, 2022
2020Feb 26, 2021
2019Feb 18, 2020
2018Feb 19, 2019
2017Feb 20, 2018
2016Feb 16, 2017
2015Feb 29, 2016

About Earnings Per Share Disclosures

The earnings per share disclosure breaks down the calculation from net income to both basic and diluted EPS, revealing the full impact of a company's capital structure on per-share economics. The reconciliation between basic and diluted share counts exposes how many stock options, RSUs, convertible securities, and warrants are potentially dilutive to existing shareholders.

Key signals: a widening gap between basic and diluted shares indicates growing dilution from equity compensation or convertible instruments. Anti-dilutive securities excluded from the diluted calculation deserve attention — they represent latent dilution that will materialize if the stock price rises. Watch for the effect of share buybacks on per-share metrics: EPS growth driven primarily by repurchases rather than income growth signals weakening fundamentals. Compare year-over-year changes in the diluted share count against equity compensation expense to assess whether management is effectively managing dilution.