Market Cap
$10.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Sep 14, 2026 | UBS | MAINTAIN | Buy | 55% |
| Sep 2, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Sep 1, 2026 | Raymond James | MAINTAIN | Strong Buy | 54% |
| Aug 17, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 12, 2026 | Benchmark | MAINTAIN | Buy | 54% |
| Aug 3, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 31, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 31, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 30, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 14 | 6 | 0 | 0 | 79% | |
| Aug 1, 2026 | 8 | 14 | 6 | 0 | 0 | 79% | |
| Jul 1, 2026 | 8 | 14 | 6 | 0 | 0 | 79% | |
| Jun 1, 2026 | 8 | 13 | 6 | 0 | 0 | 78% | |
| May 1, 2026 | 9 | 13 | 7 | 0 | 0 | 76% | |
| Apr 1, 2026 | 9 | 13 | 8 | 0 | 0 | 73% | |
| Mar 1, 2026 | 9 | 13 | 8 | 0 | 0 | 73% | |
| Feb 1, 2026 | 8 | 13 | 8 | 0 | 0 | 72% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.02 | $0.78–$1.33 | 558.5% | -4.2% | 4↑ 2↓ | $1.6B | 15 |
| Next Q | $1.21 | $0.79–$1.53 | 183.7% | +0.6% | 3↑ 2↓ | $1.8B | 14 |
| Current FY | $4.30 | $3.74–$4.72 | 149.7% | +0.1% | 4↑ 3↓ | $6.8B | 16 |
| Next FY | $4.26 | $2.82–$5.32 | -0.8% | -1.3% | 4↑ 4↓ | $6.8B | 17 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.021 | — |
| 7d ago | $1.021 | -0.000 |
| 30d ago | $1.066 | -0.045 |
| 60d ago | $1.023 | -0.002 |
| 90d ago | $1.016 | +0.005 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 27,517,993 | $967.0M | 13.4% | — |
| FMR LLC | 16,721,765 | $587.6M | 8.1% | TRIM -26.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14,001,042 | $492.0M | 6.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 13,333,403 | $468.5M | 6.5% | — |
| DIMENSIONAL FUND ADVISORS LP | 12,699,737 | $446.2M | 6.2% | — |
| STATE STREET CORP | 11,399,362 | $400.6M | 5.6% | — |
| Invesco Ltd. | 8,055,804 | $283.1M | 3.9% | — |
| AQR CAPITAL MANAGEMENT LLC | 7,613,505 | $267.5M | 3.7% | — |
| JANE STREET GROUP, LLC | 6,108,600 | $214.7M | 3.0% | DOUBLED +620.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,747,084 | $202.0M | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | TRIM | 22,775,239 | 16,721,765 | -26.6% | $587.6M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 4,227,927 | 5,662,614 | +33.9% | $199.0M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 4,764,790 | 3,296,358 | -30.8% | $115.8M |
| Holocene Advisors, LP | DOUBLED | 708,417 | 3,127,214 | +341.4% | $109.9M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | ADD | 1,705,804 | 2,851,780 | +67.2% | $100.2M |
| CITADEL ADVISORS LLC | ADD | 1,622,714 | 2,747,597 | +69.3% | $96.6M |
| GOLDMAN SACHS GROUP INC | TRIM | 4,750,391 | 2,516,364 | -47.0% | $88.4M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 279,224 | 2,119,132 | +658.9% | $74.5M |
| Alyeska Investment Group, L.P. | DOUBLED | 64,513 | 1,813,823 | +2711.6% | $63.7M |
| Bridgewater Associates, LP | DOUBLED | 168,754 | 1,507,657 | +793.4% | $53.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 10, 2026 | Keenan W Howard JR | Director | AWARD | 1,617 | — | — |
| Jul 10, 2026 | Munoz Jeffrey S. | Director | AWARD | 1,617 | — | — |
| Jul 10, 2026 | Tyree Thomas B JR | Director | AWARD | 1,617 | — | — |
| Jul 10, 2026 | Mutschler Jacqueline C | Director | AWARD | 1,617 | — | — |
| Jul 10, 2026 | Schroer Brenda R | Director | AWARD | 1,617 | — | — |
| Jul 10, 2026 | Sutil Vicky | Director | AWARD | 1,617 | — | — |
| Jul 10, 2026 | Hardesty Benjamin A. | Director | AWARD | 2,181 | — | — |
| May 4, 2026 | Kennedy Michael N. | See Remarks | SELL | 15,086 | $39.61 | $597.6K |
| May 4, 2026 | Schultz Yvette K | See Remarks | SELL | 549 | $39.76 | $21.8K |
| May 4, 2026 | Kennedy Michael N. | See Remarks | SELL | 170,740 | $39.31 | $6.7M |