Market Cap
$12.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 2, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| Aug 8, 2026 | Leerink Partners | UPGRADE | Outperform | 49% |
| Aug 7, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 7, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Aug 7, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 7, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| Jul 21, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| May 12, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Apr 29, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 10 | 3 | 0 | 0 | 81% | |
| Aug 1, 2026 | 2 | 10 | 4 | 0 | 0 | 75% | |
| Jul 1, 2026 | 2 | 9 | 4 | 1 | 0 | 69% | |
| Jun 1, 2026 | 2 | 9 | 4 | 1 | 0 | 69% | |
| May 1, 2026 | 2 | 9 | 3 | 1 | 0 | 73% | |
| Apr 1, 2026 | 2 | 9 | 3 | 1 | 0 | 73% | |
| Mar 1, 2026 | 2 | 9 | 3 | 1 | 0 | 73% | |
| Feb 1, 2026 | 2 | 9 | 3 | 1 | 0 | 73% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.29 | $2.15–$2.37 | 33.2% | +0.0% | 2↑ 1↓ | $0.5B | 6 |
| Next Q | $2.59 | $2.43–$2.67 | 1179.6% | +0.0% | 2↑ 1↓ | $0.5B | 6 |
| Current FY | $8.58 | $7.91–$8.90 | 106.7% | +0.0% | 2↑ 1↓ | $1.9B | 6 |
| Next FY | $10.39 | $10.00–$11.01 | 21.2% | +0.0% | 3↑ 1↓ | $2.1B | 5 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.291 | — |
| 7d ago | $2.291 | — |
| 30d ago | $2.291 | — |
| 60d ago | $2.189 | +0.102 |
| 90d ago | $2.189 | +0.102 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 13,271,095 | $1.0B | 14.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,351,312 | $418.8M | 6.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,299,008 | $414.8M | 5.9% | — |
| STATE STREET CORP | 5,179,434 | $405.4M | 5.8% | — |
| Invesco Ltd. | 3,177,997 | $248.7M | 3.5% | — |
| MORGAN STANLEY | 2,832,594 | $221.7M | 3.2% | — |
| Boston Partners | 2,773,568 | $216.8M | 3.1% | — |
| BANK OF AMERICA CORP /DE/ | 2,740,561 | $214.5M | 3.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,519,951 | $197.3M | 2.8% | — |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2,511,050 | $196.5M | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 689,915 | 1,938,035 | +180.9% | $151.7M |
| UBS Group AG | ADD | 914,003 | 1,492,224 | +63.3% | $116.8M |
| NORGES BANK | NEW | — | 1,483,648 | — | $116.1M |
| GOLDMAN SACHS GROUP INC | ADD | 730,140 | 1,270,344 | +74.0% | $99.4M |
| Boston Trust Walden Corp | ADD | 679,563 | 1,083,062 | +59.4% | $84.8M |
| Assenagon Asset Management S.A. | DOUBLED | 21,322 | 997,643 | +4578.9% | $78.1M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 338,291 | 528,889 | +56.3% | $41.4M |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 355,099 | 517,158 | +45.6% | $40.5M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 731,811 | 479,611 | -34.5% | $37.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | TRIM | 528,031 | 356,472 | -32.5% | $27.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | Daly James M | Director | AWARD | 1,775 | — | — |
| Oct 1, 2026 | Daly James M | Director | AWARD | 1,169 | — | — |
| Oct 1, 2026 | Posard Matthew L. | Director | SELL | 100 | $110.04 | $11.0K |
| Oct 1, 2026 | Posard Matthew L. | Director | SELL | 730 | $107.17 | $78.2K |
| Oct 1, 2026 | Posard Matthew L. | Director | SELL | 3,300 | $108.45 | $357.9K |
| Oct 1, 2026 | Posard Matthew L. | Director | SELL | 1,100 | $109.57 | $120.5K |
| Sep 16, 2026 | Posard Matthew L. | Director | SELL | 3,100 | $106.13 | $329.0K |
| Sep 16, 2026 | Posard Matthew L. | Director | SELL | 3,000 | $106.83 | $320.5K |
| Sep 16, 2026 | Posard Matthew L. | Director | SELL | 8,896 | $108.04 | $961.1K |
| Sep 16, 2026 | Posard Matthew L. | Director | SELL | 4,000 | $108.99 | $436.0K |