Market Cap
$3.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 5, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 21, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| May 4, 2026 | Barrington Research | MAINTAIN | Outperform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 7 | 2 | 0 | 0 | 86% | |
| Aug 1, 2026 | 5 | 8 | 1 | 0 | 0 | 93% | |
| Jul 1, 2026 | 5 | 8 | 1 | 0 | 0 | 93% | |
| Jun 1, 2026 | 5 | 8 | 1 | 0 | 0 | 93% | |
| May 1, 2026 | 5 | 8 | 1 | 0 | 0 | 93% | |
| Apr 1, 2026 | 5 | 8 | 1 | 0 | 0 | 93% | |
| Mar 1, 2026 | 4 | 8 | 2 | 0 | 0 | 86% | |
| Feb 1, 2026 | 4 | 8 | 2 | 0 | 0 | 86% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.00 | $1.93–$2.06 | -23.8% | -0.1% | 0↑ 8↓ | $0.6B | 8 |
| Next Q | $2.02 | $1.83–$2.21 | -7.0% | -0.1% | 0↑ 8↓ | $0.6B | 8 |
| Current FY | $8.66 | $8.50–$8.80 | -2.4% | -0.0% | 8↑ 0↓ | $2.2B | 8 |
| Next FY | $9.20 | $8.84–$9.55 | 6.2% | -1.0% | 2↑ 5↓ | $2.3B | 8 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.995 | — |
| 7d ago | $1.996 | -0.001 |
| 30d ago | $1.998 | -0.002 |
| 60d ago | $2.350 | -0.355 |
| 90d ago | $2.350 | -0.355 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 4,078,727 | $556.5M | 19.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,532,619 | $209.1M | 7.2% | — |
| MORGAN STANLEY | 1,445,466 | $197.2M | 6.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,213,185 | $165.5M | 5.7% | — |
| STATE STREET CORP | 1,143,736 | $155.9M | 5.3% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,135,566 | $154.9M | 5.3% | — |
| ROYCE & ASSOCIATES LP | 824,216 | $112.5M | 3.9% | ADD +33.7% |
| JENNISON ASSOCIATES LLC | 814,857 | $111.2M | 3.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 745,121 | $101.7M | 3.5% | — |
| Invesco Ltd. | 713,326 | $97.3M | 3.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ROYCE & ASSOCIATES LP | ADD | 616,656 | 824,216 | +33.7% | $112.5M |
| FMR LLC | DOUBLED | 3,707 | 374,084 | +9991.3% | $51.0M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | TRIM | 461,282 | 330,809 | -28.3% | $45.1M |
| LOOMIS SAYLES & CO L P | ADD | 241,960 | 323,883 | +33.9% | $44.2M |
| NORGES BANK | NEW | — | 278,200 | — | $38.0M |
| NEW YORK STATE COMMON RETIREMENT FUND | DOUBLED | 102,514 | 270,458 | +163.8% | $36.9M |
| BROWN ADVISORY INC | NEW | — | 266,599 | — | $36.4M |
| Fiera Capital Corp | TRIM | 442,897 | 253,551 | -42.8% | $34.6M |
| GOLDMAN SACHS GROUP INC | ADD | 170,956 | 216,497 | +26.6% | $29.5M |
| First Eagle Investment Management, LLC | ADD | 91,342 | 158,642 | +73.7% | $21.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Braun Joseph P. | SVP and General Counsel | EXERCISE | 4,708 | $84.93 | $399.9K |
| Sep 14, 2026 | Braun Joseph P. | SVP and General Counsel | TAX W/H | 3,159 | $126.60 | $399.9K |
| Sep 9, 2026 | Olsen Kevin M. | President and CEO | EXERCISE | 11,697 | $61.68 | $721.5K |
| Sep 9, 2026 | Olsen Kevin M. | President and CEO | EXERCISE | 4,749 | $82.03 | $389.6K |
| Sep 9, 2026 | Olsen Kevin M. | President and CEO | TAX W/H | 11,923 | $126.60 | $1.5M |
| Sep 3, 2026 | Pacheco Kathleen | President, Specialty Vehicle | TAX W/H | 201 | $129.66 | $26.1K |
| Aug 17, 2026 | Long Donna M. | SVP, CIO | SELL | 734 | $135.21 | $99.2K |
| Aug 5, 2026 | Bowen Gregory C. | VP, Chief Accounting Officer | EXERCISE | 1,557 | $91.28 | $142.1K |
| Aug 5, 2026 | Bowen Gregory C. | VP, Chief Accounting Officer | SELL | 1,974 | $145.23 | $286.7K |
| Aug 5, 2026 | Bowen Gregory C. | VP, Chief Accounting Officer | EXERCISE | 1,974 | $96.36 | $190.2K |