Market Cap
$3.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 18, 2026 | Jones Trading | MAINTAIN | Buy | 51% |
| Aug 7, 2026 | Benchmark | MAINTAIN | Buy | 54% |
| Aug 6, 2026 | Jones Trading | MAINTAIN | Buy | 51% |
| Aug 5, 2026 | Jones Trading | MAINTAIN | Buy | 51% |
| Jul 7, 2026 | Noble Capital Markets | MAINTAIN | Outperform | 64% |
| Jul 7, 2026 | Benchmark | MAINTAIN | Buy | 54% |
| Jun 26, 2026 | Benchmark | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 6 | 1 | 0 | 0 | 88% | |
| Aug 1, 2026 | 1 | 6 | 1 | 0 | 0 | 88% | |
| Jul 1, 2026 | 1 | 7 | 1 | 0 | 0 | 89% | |
| Jun 1, 2026 | 1 | 7 | 1 | 0 | 0 | 89% | |
| May 1, 2026 | 1 | 7 | 1 | 0 | 0 | 89% | |
| Apr 1, 2026 | 1 | 7 | 1 | 0 | 0 | 89% | |
| Mar 1, 2026 | 1 | 6 | 1 | 0 | 0 | 88% | |
| Feb 1, 2026 | 1 | 6 | 1 | 0 | 0 | 88% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.43 | $0.41–$0.47 | 79.2% | +3.2% | 0↑ 3↓ | $0.7B | 4 |
| Next Q | $0.47 | $0.43–$0.54 | 75.9% | -3.1% | 1↑ 2↓ | $0.7B | 4 |
| Current FY | $1.68 | $1.65–$1.73 | 52.9% | -0.2% | 2↑ 1↓ | $2.7B | 4 |
| Next FY | $2.42 | $1.93–$3.10 | 43.7% | +6.2% | 1↑ 1↓ | $2.9B | 4 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.430 | — |
| 7d ago | $0.430 | — |
| 30d ago | $0.417 | +0.013 |
| 60d ago | $0.445 | -0.015 |
| 90d ago | $0.430 | — |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 15,818,214 | $480.6M | 25.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,831,934 | $207.6M | 11.0% | — |
| GOLDMAN SACHS GROUP INC | 4,676,261 | $142.1M | 7.5% | ADD +41.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,286,995 | $130.2M | 6.9% | — |
| STATE STREET CORP | 3,797,588 | $115.4M | 6.1% | — |
| Rubric Capital Management LP | 2,847,436 | $86.5M | 4.6% | ADD +38.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,536,413 | $77.1M | 4.1% | — |
| MORGAN STANLEY | 2,276,441 | $69.2M | 3.7% | ADD +49.8% |
| Allianz Asset Management GmbH | 2,129,209 | $64.7M | 3.4% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,644,056 | $49.9M | 2.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | 3,296,678 | 4,676,261 | +41.8% | $142.1M |
| Rubric Capital Management LP | ADD | 2,059,216 | 2,847,436 | +38.3% | $86.5M |
| Qube Research & Technologies Ltd | ADD | 533,459 | 700,297 | +31.3% | $21.3M |
| CITADEL ADVISORS LLC | TRIM | 846,578 | 568,196 | -32.9% | $17.3M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 1,382,527 | 555,415 | -59.8% | $16.9M |
| Nuveen, LLC | ADD | 237,977 | 341,853 | +43.6% | $10.4M |
| Empowered Funds, LLC | ADD | 253,066 | 336,331 | +32.9% | $10.2M |
| JPMORGAN CHASE & CO | TRIM | 392,947 | 290,868 | -26.0% | $8.9M |
| IMC-Chicago, LLC | DOUBLED | 31,476 | 270,885 | +760.6% | $8.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 79,154 | 268,207 | +238.8% | $8.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | Carter, Cole G. | Chief Administrative Officer | SELL | 12,500 | $32.02 | $400.3K |
| Sep 11, 2026 | Swenson Daren | EVP, Chief Corr & Reentry Ofcr | SELL | 20,000 | $34.85 | $697.0K |
| Sep 1, 2026 | Carter, Cole G. | Chief Administrative Officer | SELL | 12,500 | $32.44 | $405.5K |
| Aug 26, 2026 | PRANN JOHN R JR | Director | SELL | 3,098 | $34.00 | $105.3K |
| Aug 26, 2026 | Grande Anthony L | EVP, Chief Development Officer | SELL | 12,564 | $33.85 | $425.3K |
| Aug 24, 2026 | Grande Anthony L | EVP, Chief Development Officer | SELL | 7,436 | $34.25 | $254.7K |
| Aug 24, 2026 | Emkes Mark A | Director | SELL | 30,000 | $34.25 | $1.0M |
| Aug 21, 2026 | GARFINKLE DAVID | EVP & Chief Financial Officer | SELL | 50,000 | $33.96 | $1.7M |
| Aug 21, 2026 | PRANN JOHN R JR | Director | SELL | 22,298 | $34.00 | $758.1K |
| Aug 17, 2026 | Grande Anthony L | EVP, Chief Development Officer | SELL | 29,199 | $33.61 | $981.4K |