Market Cap
$11.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Deutsche Bank | INITIATE | Buy | 58% |
| Jul 30, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Jul 30, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jun 12, 2026 | B. Riley Securities | UPGRADE | Buy | 54% |
| Jun 5, 2026 | Evercore ISI Group | UPGRADE | Outperform | 59% |
| May 12, 2026 | B. Riley Securities | MAINTAIN | Neutral | 54% |
| May 12, 2026 | Craig-Hallum | UPGRADE | Buy | 54% |
| Apr 30, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Apr 30, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Apr 30, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 7 | 6 | 0 | 0 | 63% | |
| Aug 1, 2026 | 3 | 7 | 6 | 0 | 0 | 63% | |
| Jul 1, 2026 | 3 | 7 | 6 | 0 | 0 | 63% | |
| Jun 1, 2026 | 3 | 5 | 8 | 0 | 0 | 50% | |
| May 1, 2026 | 3 | 4 | 9 | 0 | 0 | 44% | |
| Apr 1, 2026 | 3 | 6 | 7 | 0 | 0 | 56% | |
| Mar 1, 2026 | 3 | 6 | 7 | 0 | 0 | 56% | |
| Feb 1, 2026 | 3 | 6 | 7 | 0 | 0 | 56% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.86 | $0.86–$0.87 | 161.5% | +38.2% | 7↑ 0↓ | $0.3B | 7 |
| Next Q | $0.81 | $0.78–$0.88 | 77.0% | +26.4% | 7↑ 0↓ | $0.3B | 7 |
| Current FY | $3.06 | $3.03–$3.12 | 135.1% | -0.0% | 7↑ 0↓ | $1.0B | 8 |
| Next FY | $3.79 | $3.10–$4.38 | 24.1% | +2.3% | 7↑ 0↓ | $1.2B | 8 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.863 | — |
| 7d ago | $0.624 | +0.239 |
| 30d ago | $0.624 | +0.239 |
| 60d ago | $0.624 | +0.239 |
| 90d ago | $0.624 | +0.239 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 10,484,409 | $1.7B | 18.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,242,203 | $838.4M | 9.3% | — |
| EARNEST PARTNERS LLC | 3,763,214 | $601.9M | 6.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,515,254 | $562.2M | 6.2% | — |
| STATE STREET CORP | 2,581,477 | $412.9M | 4.6% | — |
| Polar Capital Holdings Plc | 2,146,098 | $343.2M | 3.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,833,001 | $294.5M | 3.3% | — |
| BANK OF AMERICA CORP /DE/ | 1,783,638 | $285.3M | 3.1% | TRIM -28.1% |
| PRIMECAP MANAGEMENT CO/CA/ | 1,690,114 | $270.3M | 3.0% | — |
| Invesco Ltd. | 1,578,533 | $252.5M | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | TRIM | 2,481,059 | 1,783,638 | -28.1% | $285.3M |
| JANE STREET GROUP, LLC | ADD | 925,617 | 1,309,873 | +41.5% | $209.5M |
| NORGES BANK | NEW | — | 1,024,043 | — | $163.8M |
| MORGAN STANLEY | TRIM | 1,308,918 | 899,947 | -31.2% | $143.9M |
| ALLIANCEBERNSTEIN L.P. | TRIM | 2,231,533 | 1,457,060 | -34.7% | $141.3M |
| TREMBLANT CAPITAL GROUP | NEW | — | 713,450 | — | $114.1M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 180,937 | 670,867 | +270.8% | $107.3M |
| Pictet Asset Management Holding SA | DOUBLED | 12,303 | 653,999 | +5215.8% | $104.3M |
| NORTHERN TRUST CORP | TRIM | 835,307 | 588,018 | -29.6% | $94.0M |
| AMERIPRISE FINANCIAL INC | TRIM | 1,404,359 | 435,956 | -69.0% | $69.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 16, 2026 | SLESSOR MIKE | CEO | SELL | 8,737 | $104.26 | $910.9K |
| Sep 16, 2026 | SLESSOR MIKE | CEO | SELL | 7,773 | $105.12 | $817.1K |
| Sep 16, 2026 | SLESSOR MIKE | CEO | SELL | 1,000 | $105.80 | $105.8K |
| Sep 3, 2026 | STEVEN-WAISS KELLEY | Director | SELL | 2,100 | $96.10 | $201.8K |
| Aug 14, 2026 | SLESSOR MIKE | CEO | SELL | 1,125 | $131.65 | $148.1K |
| Aug 14, 2026 | SLESSOR MIKE | CEO | SELL | 2,482 | $128.72 | $319.5K |
| Aug 14, 2026 | SLESSOR MIKE | CEO | SELL | 2,892 | $129.55 | $374.7K |
| Aug 14, 2026 | SLESSOR MIKE | CEO | SELL | 3,282 | $130.54 | $428.4K |
| Aug 14, 2026 | SLESSOR MIKE | CEO | SELL | 5,535 | $132.50 | $733.4K |
| Aug 14, 2026 | SLESSOR MIKE | CEO | SELL | 686 | $133.33 | $91.5K |