Market Cap
$10.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 7, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 5, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 5, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 5, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| May 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Apr 7, 2026 | Citigroup | DOWNGRADE | Neutral | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 4 | 4 | 1 | 0 | 50% | |
| Aug 1, 2026 | 1 | 4 | 4 | 1 | 0 | 50% | |
| Jul 1, 2026 | 1 | 4 | 4 | 1 | 0 | 50% | |
| Jun 1, 2026 | 1 | 4 | 4 | 1 | 0 | 50% | |
| May 1, 2026 | 1 | 4 | 5 | 0 | 0 | 50% | |
| Apr 1, 2026 | 2 | 4 | 4 | 0 | 0 | 60% | |
| Mar 1, 2026 | 2 | 4 | 4 | 0 | 0 | 60% | |
| Feb 1, 2026 | 2 | 4 | 4 | 0 | 0 | 60% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.23 | $2.16–$2.29 | -1.6% | -0.3% | 0↑ 3↓ | $0.6B | 2 |
| Next Q | $3.02 | $2.74–$3.30 | 20.3% | +3.9% | 1↑ 2↓ | $0.7B | 2 |
| Current FY | $9.45 | $8.85–$10.10 | -4.7% | -0.3% | 4↑ 0↓ | $2.6B | 3 |
| Next FY | $9.92 | $8.75–$11.41 | 4.9% | -1.1% | 4↑ 0↓ | $2.6B | 3 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.225 | — |
| 7d ago | $2.231 | -0.006 |
| 30d ago | $2.231 | -0.006 |
| 60d ago | $2.311 | -0.086 |
| 90d ago | $2.311 | -0.086 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| First Eagle Investment Management, LLC | 2,606,219 | $765.2M | 16.2% | — |
| BlackRock, Inc. | 1,698,929 | $498.8M | 10.6% | — |
| DIMENSIONAL FUND ADVISORS LP | 944,548 | $277.3M | 5.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 826,972 | $242.8M | 5.2% | — |
| ARIEL INVESTMENTS, LLC | 816,751 | $239.8M | 5.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 816,198 | $239.6M | 5.1% | — |
| EARNEST PARTNERS LLC | 580,752 | $170.5M | 3.6% | — |
| STATE STREET CORP | 571,762 | $167.9M | 3.6% | — |
| BANK OF AMERICA CORP /DE/ | 490,412 | $144.0M | 3.1% | — |
| Capital World Investors | 462,457 | $135.8M | 2.9% | NEW |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NOMURA HOLDINGS INC | ADD | 217,342 | 328,897 | +51.3% | $96.6M |
| Assenagon Asset Management S.A. | ADD | 147,834 | 233,227 | +57.8% | $68.5M |
| MORGAN STANLEY | TRIM | 273,931 | 190,285 | -30.5% | $55.9M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 53,040 | 181,225 | +241.7% | $53.2M |
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | 18,639 | 122,126 | +555.2% | $35.9M |
| ING GROEP NV | ADD | 90,000 | 112,700 | +25.2% | $33.1M |
| Neuberger Berman Group LLC | DOUBLED | 3,029 | 111,812 | +3591.4% | $32.8M |
| NORGES BANK | NEW | — | 111,580 | — | $32.8M |
| WELLS FARGO & COMPANY/MN | DOUBLED | 20,669 | 97,500 | +371.7% | $28.6M |
| FIRST TRUST ADVISORS LP | DOUBLED | 1,522 | 94,209 | +6089.8% | $27.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 6, 2026 | BARRY JAMES | EVP, President, LSG | EXERCISE | 1,056 | — | — |
| Sep 6, 2026 | Allison Schwartz | Director | EXERCISE | 92 | — | — |
| Sep 6, 2026 | Allison Schwartz | Director | TAX W/H | 34 | $386.11 | $13.1K |
| Sep 6, 2026 | Lakkaraju Roop Kalyan | EVP, Chief Financial Officer | TAX W/H | 782 | $386.11 | $301.9K |
| Sep 6, 2026 | ENGELHARDT EVA ANETTE | EVP, President, CDG | EXERCISE | 1,152 | — | — |
| Sep 6, 2026 | Lakkaraju Roop Kalyan | EVP, Chief Financial Officer | EXERCISE | 1,536 | — | — |
| Sep 6, 2026 | SCHWARTZ NORMAN D | Chairman & CEO | EXERCISE | 3,455 | — | — |
| Sep 6, 2026 | EVRAN SEDAT | EVP, Global Supply Chain | TAX W/H | 277 | $386.11 | $107.0K |
| Sep 6, 2026 | BARRY JAMES | EVP, President, LSG | TAX W/H | 470 | $386.11 | $181.5K |
| Sep 6, 2026 | EVRAN SEDAT | EVP, Global Supply Chain | EXERCISE | 864 | — | — |