Market Cap
$11.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 24, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Jul 29, 2026 | Citigroup | DOWNGRADE | Neutral | 55% |
| Jul 29, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 29, 2026 | William Blair | DOWNGRADE | Market Perform | 51% |
| Jul 29, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Jul 29, 2026 | Wolfe Research | MAINTAIN | Outperform | 52% |
| Jul 29, 2026 | Keefe, Bruyette & Woods | DOWNGRADE | Market Perform | 58% |
| Jul 29, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Jul 29, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jul 14, 2026 | Baird | DOWNGRADE | Neutral | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 10 | 11 | 1 | 0 | 57% | |
| Aug 1, 2026 | 6 | 10 | 11 | 1 | 0 | 57% | |
| Jul 1, 2026 | 9 | 12 | 6 | 1 | 0 | 75% | |
| Jun 1, 2026 | 9 | 11 | 5 | 1 | 0 | 77% | |
| May 1, 2026 | 9 | 11 | 6 | 1 | 0 | 74% | |
| Apr 1, 2026 | 9 | 11 | 6 | 1 | 0 | 74% | |
| Mar 1, 2026 | 9 | 11 | 6 | 1 | 0 | 74% | |
| Feb 1, 2026 | 8 | 11 | 7 | 1 | 0 | 70% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.34 | $0.33–$0.36 | 48.5% | -0.3% | 0↑ 16↓ | $1.0B | 4 |
| Next Q | $0.47 | $0.44–$0.50 | 52.8% | +0.8% | 14↑ 1↓ | $1.0B | 3 |
| Current FY | $1.35 | $1.34–$1.37 | 55.7% | -0.6% | 7↑ 8↓ | $3.8B | 4 |
| Next FY | $1.78 | $1.60–$1.92 | 31.2% | -0.0% | 4↑ 13↓ | $4.2B | 4 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.342 | — |
| 7d ago | $0.341 | +0.000 |
| 30d ago | $0.343 | -0.001 |
| 60d ago | $0.336 | +0.006 |
| 90d ago | $0.375 | -0.033 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | 37,914,844 | $1.1B | 11.4% | — |
| BlackRock, Inc. | 33,813,969 | $957.6M | 10.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 26,683,792 | $755.7M | 8.0% | — |
| BAMCO INC /NY/ | 21,626,763 | $612.5M | 6.5% | ADD +32.6% |
| STATE STREET CORP | 18,410,876 | $521.4M | 5.5% | — |
| Capital International Investors | 16,643,016 | $471.3M | 5.0% | — |
| BAILLIE GIFFORD & CO | 13,154,165 | $372.5M | 3.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 12,166,469 | $343.3M | 3.6% | — |
| AKRE CAPITAL MANAGEMENT LLC | 11,699,396 | $331.3M | 3.5% | — |
| POLEN CAPITAL MANAGEMENT LLC | 8,759,314 | $248.1M | 2.6% | TRIM -30.3% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BAMCO INC /NY/ | ADD | 16,314,175 | 21,626,763 | +32.6% | $612.5M |
| POLEN CAPITAL MANAGEMENT LLC | TRIM | 12,570,368 | 8,759,314 | -30.3% | $248.1M |
| EdgePoint Investment Group Inc. | NEW | — | 5,950,002 | — | $168.5M |
| NORGES BANK | NEW | — | 5,949,912 | — | $168.5M |
| Meritage Group LP | ADD | 3,329,006 | 5,394,164 | +62.0% | $152.8M |
| JPMORGAN CHASE & CO | DOUBLED | 1,849,545 | 4,939,994 | +167.1% | $145.4M |
| GOLDMAN SACHS GROUP INC | TRIM | 9,245,812 | 5,129,484 | -44.5% | $145.3M |
| FEDERATED HERMES, INC. | DOUBLED | 1,297,958 | 4,426,727 | +241.1% | $125.4M |
| PRINCIPAL FINANCIAL GROUP INC | NEAR_EXIT | 17,696,192 | 3,790,794 | -78.6% | $107.4M |
| Qube Research & Technologies Ltd | NEW | — | 3,218,369 | — | $91.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 7, 2026 | Cann Cynthia Cammett | Chief Accounting Officer | SELL | 4,788 | $30.78 | $147.4K |
| Aug 5, 2026 | Hill John W | Director | SELL | 3,500 | $30.21 | $105.7K |
| Aug 4, 2026 | FLORANCE ANDREW C | Founder and CEO | BUY | 83,300 | $29.89 | $2.5M |
| Aug 1, 2026 | SAINT FREDERICK G. | President, Marketplaces | TAX W/H | 1,436 | $28.76 | $41.3K |
| Aug 1, 2026 | Cann Cynthia Cammett | Chief Accounting Officer | TAX W/H | 1,077 | $28.76 | $31.0K |
| Jul 31, 2026 | Cann Cynthia Cammett | Chief Accounting Officer | AWARD | 26,078 | — | — |
| Jul 31, 2026 | Rossmann Robin Jack | Chief Financial Officer | AWARD | 34,771 | — | — |
| Jul 1, 2026 | LOWN CHRISTIAN M. | Chief Financial Officer | TAX W/H | 5,597 | $29.36 | $164.3K |
| Jun 23, 2026 | McCarthy Christine M | Director | AWARD | 8,262 | — | — |
| Jun 23, 2026 | Sams Louise S | Director | AWARD | 8,262 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 19, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | CoStar Group Inc | Sep 11, 2026(24d) |
| Apr 14, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | CoStar Group Inc | May 11, 2026(28d) |
| Mar 13, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | CoStar Group Inc | Apr 8, 2026(27d) |
| Jan 28, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | CoStar Group Inc | Feb 16, 2026(20d) |