Market Cap
$3.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 18, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 11, 2026 | UBS | INITIATE | Buy | 55% |
| Jul 7, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| May 8, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Apr 16, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Apr 7, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 9 | 1 | 0 | 0 | 92% | |
| Aug 1, 2026 | 2 | 8 | 1 | 0 | 0 | 91% | |
| Jul 1, 2026 | 2 | 8 | 1 | 0 | 0 | 91% | |
| Jun 1, 2026 | 2 | 8 | 1 | 0 | 0 | 91% | |
| May 1, 2026 | 2 | 8 | 1 | 0 | 0 | 91% | |
| Apr 1, 2026 | 2 | 8 | 1 | 0 | 0 | 91% | |
| Mar 1, 2026 | 2 | 8 | 1 | 0 | 0 | 91% | |
| Feb 1, 2026 | 2 | 8 | 1 | 0 | 0 | 91% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.08 | $3.02–$3.14 | 449.7% | +10.0% | 0↑ 1↓ | $1.0B | 2 |
| Next Q | $3.40 | $3.10–$3.70 | 171.9% | -1.6% | 0↑ 1↓ | $1.0B | 2 |
| Current FY | $9.89 | $8.56–$10.80 | 302.2% | -0.4% | 0↑ 1↓ | $3.4B | 3 |
| Next FY | $11.88 | $8.89–$14.80 | 20.1% | -1.6% | 0↑ 1↓ | $4.2B | 3 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.078 | — |
| 7d ago | $2.789 | +0.289 |
| 30d ago | $2.799 | +0.279 |
| 60d ago | $3.480 | -0.402 |
| 90d ago | $3.060 | +0.018 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 10,304,905 | $474.1M | 17.7% | — |
| STATE STREET CORP | 5,542,720 | $255.0M | 9.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,773,720 | $219.6M | 8.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,972,532 | $136.8M | 5.1% | — |
| Invesco Ltd. | 2,417,794 | $111.2M | 4.2% | — |
| DIMENSIONAL FUND ADVISORS LP | 2,211,502 | $101.8M | 3.8% | — |
| FMR LLC | 1,960,353 | $90.2M | 3.4% | TRIM -26.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,846,800 | $85.0M | 3.2% | — |
| Fisher Asset Management, LLC | 1,534,405 | $70.6M | 2.6% | ADD +80.2% |
| Assenagon Asset Management S.A. | 1,531,167 | $70.4M | 2.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | TRIM | 2,660,054 | 1,960,353 | -26.3% | $90.2M |
| Fisher Asset Management, LLC | ADD | 851,301 | 1,534,405 | +80.2% | $70.6M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 1,987,625 | 1,116,217 | -43.8% | $51.4M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 379,148 | 1,049,276 | +176.7% | $48.3M |
| UBS Group AG | ADD | 586,766 | 866,821 | +47.7% | $39.9M |
| Boston Partners | DOUBLED | 309,896 | 854,095 | +175.6% | $39.3M |
| Qube Research & Technologies Ltd | ADD | 589,928 | 847,459 | +43.7% | $39.0M |
| D. E. Shaw & Co., Inc. | TRIM | 1,433,369 | 795,738 | -44.5% | $36.6M |
| Allspring Global Investments Holdings, LLC | ADD | 562,030 | 827,031 | +47.2% | $35.6M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 95,068 | 759,603 | +699.0% | $34.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 15, 2026 | GLASSER ERROL | Director | AWARD | 2,172 | — | — |
| Jun 15, 2026 | Olivier Tamla A | Director | AWARD | 2,172 | — | — |
| Jun 15, 2026 | Bush Jennifer Mary | Director | AWARD | 2,172 | — | — |
| Jun 15, 2026 | Michelmore Andrew G | Director | AWARD | 2,172 | — | — |
| Jun 15, 2026 | Berntzen Jarl | Director | AWARD | 2,172 | — | — |
| Jun 15, 2026 | Michelmore Andrew G | Director | TAX W/H | 652 | $54.55 | $35.6K |
| Mar 25, 2026 | Trpkovski Peter A | EVP, CFO | SELL | 16,739 | $50.51 | $845.5K |
| Mar 16, 2026 | Gary Jesse E | President and CEO | SELL | 150,000 | $55.47 | $8.3M |
| Mar 12, 2026 | Calloway Kenneth L | SVP, Human Resources | SELL | 18,000 | $58.00 | $1.0M |
| Mar 11, 2026 | Hoffman Robert F | SVP, IT and CAO | SELL | 10,529 | $56.51 | $595.0K |