Market Cap
$12.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 2, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Aug 31, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 19, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Aug 14, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 14, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 13, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 27, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Jul 21, 2026 | Compass Point | INITIATE | Buy | 56% |
| Jul 8, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 7, 2026 | Barclays | INITIATE | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 11 | 1 | 0 | 0 | 95% | |
| Aug 1, 2026 | 7 | 11 | 1 | 0 | 0 | 95% | |
| Jul 1, 2026 | 4 | 3 | 2 | 1 | 0 | 70% | |
| Jun 1, 2026 | 4 | 3 | 2 | 1 | 0 | 70% | |
| May 1, 2026 | 4 | 3 | 2 | 1 | 0 | 70% | |
| Apr 1, 2026 | 4 | 3 | 2 | 1 | 0 | 70% | |
| Mar 1, 2026 | 4 | 3 | 2 | 1 | 0 | 70% | |
| Feb 1, 2026 | 4 | 3 | 2 | 1 | 0 | 70% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.16 | $0.16–$0.16 | -40.3% | +3.2% | 0↑ 2↓ | $0.7B | 1 |
| Next Q | $0.20 | $0.20–$0.20 | 39.2% | +25.0% | 1↑ 0↓ | $0.7B | 1 |
| Current FY | $0.61 | $0.56–$0.68 | 45.5% | +1.1% | 3↑ 1↓ | $2.8B | 6 |
| Next FY | $0.99 | $0.99–$0.99 | — | +15.1% | 1↑ 0↓ | $3.2B | 1 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.160 | — |
| 7d ago | $0.160 | — |
| 30d ago | $0.155 | +0.005 |
| 60d ago | $0.155 | +0.005 |
| 90d ago | $0.150 | +0.010 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 25,845,948 | $1.3B | 14.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 16,975,438 | $885.3M | 9.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 9,201,599 | $479.9M | 5.2% | — |
| STATE STREET CORP | 9,046,025 | $474.0M | 5.1% | — |
| PRINCIPAL FINANCIAL GROUP INC | 8,917,875 | $465.1M | 5.0% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 8,658,850 | $451.6M | 4.9% | — |
| Invesco Ltd. | 5,264,667 | $274.6M | 3.0% | — |
| FMR LLC | 4,568,191 | $238.2M | 2.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,563,939 | $238.1M | 2.6% | TRIM -26.3% |
| BANK OF AMERICA CORP /DE/ | 4,531,958 | $236.3M | 2.6% | ADD +40.0% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | TRIM | 6,190,551 | 4,563,939 | -26.3% | $238.1M |
| BANK OF AMERICA CORP /DE/ | ADD | 3,236,592 | 4,531,958 | +40.0% | $236.3M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | ADD | 2,781,453 | 4,203,946 | +51.1% | $219.2M |
| Daiwa Securities Group Inc. | DOUBLED | 456,451 | 3,841,827 | +741.7% | $200.4M |
| Alyeska Investment Group, L.P. | DOUBLED | 1,279,358 | 3,604,898 | +181.8% | $188.0M |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 2,251,400 | 3,236,200 | +43.7% | $168.8M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | DOUBLED | 1,083,175 | 3,100,314 | +186.2% | $161.7M |
| Capital World Investors | ADD | 1,435,135 | 2,809,787 | +95.8% | $146.5M |
| NORGES BANK | NEW | — | 2,676,071 | — | $139.6M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 1,168,129 | 2,631,472 | +125.3% | $137.2M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 25, 2026 | Foster Mark E. | EVP, GC & Secretary | SELL | 1,500 | $52.06 | $78.1K |
| Sep 1, 2026 | Foster Mark E. | EVP, GC & Secretary | SELL | 2,000 | $55.39 | $110.8K |
| Jul 21, 2026 | Prosky Danny | Director | AWARD | 2,594 | — | — |
| Jul 21, 2026 | Prosky Danny | Director | TAX W/H | 59,945 | $56.66 | $3.4M |
| Jul 21, 2026 | Prosky Danny | Director | EXERCISE | 30,886 | — | — |
| Jul 21, 2026 | Prosky Danny | Director | TAX W/H | 16,663 | $56.66 | $944.1K |
| Jul 21, 2026 | Prosky Danny | Director | EXERCISE | 20,912 | — | — |
| Jul 21, 2026 | Prosky Danny | Director | TAX W/H | 11,283 | $56.66 | $639.3K |
| Jul 21, 2026 | Willhite Gabriel M | President & COO | AWARD | 6,038 | — | — |
| Jul 21, 2026 | Hanson Jeffrey T | Chief Executive Officer | AWARD | 35,981 | — | — |