Market Cap
$4.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 18, 2026 | Stephens & Co. | MAINTAIN | Overweight | 54% |
| Sep 17, 2026 | Roth Capital | MAINTAIN | Buy | 56% |
| Sep 14, 2026 | UBS | MAINTAIN | Buy | 55% |
| Sep 14, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Sep 3, 2026 | Seaport Global | INITIATE | Neutral | 51% |
| Aug 17, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 12, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 11, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 17, 2026 | Stephens & Co. | MAINTAIN | Overweight | 54% |
| Jul 13, 2026 | UBS | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 11 | 1 | 0 | 0 | 94% | |
| Aug 1, 2026 | 4 | 11 | 1 | 0 | 0 | 94% | |
| Jul 1, 2026 | 4 | 11 | 1 | 0 | 0 | 94% | |
| Jun 1, 2026 | 4 | 11 | 1 | 0 | 0 | 94% | |
| May 1, 2026 | 4 | 11 | 2 | 0 | 0 | 88% | |
| Apr 1, 2026 | 4 | 12 | 2 | 0 | 0 | 89% | |
| Mar 1, 2026 | 4 | 12 | 2 | 0 | 0 | 89% | |
| Feb 1, 2026 | 4 | 12 | 2 | 0 | 0 | 89% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.94 | $0.46–$1.31 | -35.7% | +0.8% | 2↑ 4↓ | $0.9B | 9 |
| Next Q | $1.20 | $0.58–$1.94 | 154.7% | +26.9% | 1↑ 5↓ | $1.0B | 10 |
| Current FY | $4.00 | $2.98–$4.92 | -2.7% | +8.5% | 0↑ 6↓ | $3.5B | 10 |
| Next FY | $4.14 | $1.40–$6.04 | 3.6% | +1.4% | 6↑ 1↓ | $3.6B | 10 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.939 | — |
| 7d ago | $0.928 | +0.011 |
| 30d ago | $0.932 | +0.007 |
| 60d ago | $1.464 | -0.525 |
| 90d ago | $1.721 | -0.782 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 11,977,441 | $633.2M | 17.1% | — |
| CANADA PENSION PLAN INVESTMENT BOARD | 7,006,895 | $370.5M | 10.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,273,055 | $278.8M | 7.5% | — |
| STATE STREET CORP | 4,303,304 | $227.5M | 6.2% | — |
| DIMENSIONAL FUND ADVISORS LP | 3,973,044 | $210.1M | 5.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,723,052 | $196.8M | 5.3% | — |
| AMERICAN CENTURY COMPANIES INC | 2,726,539 | $144.2M | 3.9% | — |
| Orbis Allan Gray Ltd | 2,422,242 | $128.1M | 3.5% | — |
| FMR LLC | 2,378,033 | $125.7M | 3.4% | ADD +47.7% |
| Invesco Ltd. | 2,277,720 | $120.4M | 3.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 1,609,843 | 2,378,033 | +47.7% | $125.7M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | ADD | 1,260,493 | 1,785,343 | +41.6% | $94.4M |
| MORGAN STANLEY | ADD | 1,105,115 | 1,496,374 | +35.4% | $79.1M |
| UBS Group AG | TRIM | 1,108,423 | 719,849 | -35.1% | $38.1M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 410,774 | 529,835 | +29.0% | $28.0M |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 300,276 | 529,735 | +76.4% | $28.0M |
| Neuberger Berman Group LLC | TRIM | 764,636 | 470,697 | -38.4% | $24.9M |
| BANK OF AMERICA CORP /DE/ | TRIM | 585,709 | 383,867 | -34.5% | $20.3M |
| Allspring Global Investments Holdings, LLC | ADD | 282,711 | 380,403 | +34.6% | $19.7M |
| Eurizon Capital SGR S.p.A. | DOUBLED | 65,063 | 319,862 | +391.6% | $16.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 4, 2026 | Bys Jay A. | EVP & Chief Commercial Officer | SELL | 11,907 | $54.00 | $643.0K |
| Aug 10, 2026 | Bys Jay A. | EVP & Chief Commercial Officer | SELL | 11,907 | $54.00 | $643.0K |
| Jul 13, 2026 | Bys Jay A. | EVP & Chief Commercial Officer | SELL | 11,907 | $54.00 | $643.0K |
| Jun 19, 2026 | Hayat Omar | EVP & Chief Operating Officer | AWARD | 7,312 | — | — |
| Jun 19, 2026 | Hayat Omar | EVP & Chief Operating Officer | TAX W/H | 3,945 | $55.30 | $218.2K |
| Jun 19, 2026 | Hayat Omar | EVP & Chief Operating Officer | TAX W/H | 2,139 | $55.30 | $118.3K |
| Jun 4, 2026 | Bys Jay A. | EVP & Chief Commercial Officer | SELL | 11,907 | $61.68 | $734.4K |
| May 12, 2026 | Preston Michael L. | EVP, Chf Strategy Officer & GC | SELL | 26,409 | $59.82 | $1.6M |
| May 8, 2026 | Hayat Omar | EVP & Chief Operating Officer | TAX W/H | 51 | $58.92 | $3.0K |
| May 8, 2026 | Hayat Omar | EVP & Chief Operating Officer | AWARD | 173 | — | — |