Market Cap
$4.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 5, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jun 18, 2026 | Barclays | INITIATE | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 6 | 1 | 0 | 0 | 90% | |
| Aug 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% | |
| Jul 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% | |
| Jun 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% | |
| May 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% | |
| Apr 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% | |
| Mar 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% | |
| Feb 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.12 | $1.09–$1.15 | 55.4% | +15.3% | 2↑ 0↓ | $0.3B | 2 |
| Next Q | $1.21 | $1.21–$1.22 | 48.1% | +16.5% | 2↑ 0↓ | $0.3B | 2 |
| Current FY | $4.41 | $4.36–$4.47 | 76.3% | +15.3% | 3↑ 0↓ | $1.3B | 3 |
| Next FY | $4.88 | $4.74–$5.02 | 10.8% | +17.9% | 3↑ 0↓ | $1.4B | 3 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.119 | — |
| 7d ago | $0.981 | +0.138 |
| 30d ago | $0.971 | +0.148 |
| 60d ago | $0.990 | +0.129 |
| 90d ago | $0.990 | +0.129 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 18,709,432 | $767.6M | 21.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,572,287 | $310.7M | 8.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,495,486 | $225.5M | 6.2% | — |
| STATE STREET CORP | 4,992,071 | $204.8M | 5.6% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 4,615,816 | $189.4M | 5.2% | — |
| MORGAN STANLEY | 3,395,702 | $139.3M | 3.8% | — |
| FRANKLIN RESOURCES INC | 3,316,358 | $136.1M | 3.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,159,866 | $129.7M | 3.6% | — |
| CITADEL ADVISORS LLC | 2,667,827 | $109.5M | 3.0% | TRIM -25.4% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 2,299,054 | $94.3M | 2.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | TRIM | 3,574,044 | 2,667,827 | -25.4% | $109.5M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 4,595,535 | 2,098,945 | -54.3% | $86.1M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 1,332,128 | 1,896,605 | +42.4% | $77.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 2,323,264 | 1,642,086 | -29.3% | $67.4M |
| Assenagon Asset Management S.A. | NEW | — | 1,540,928 | — | $63.2M |
| Point72 Asset Management, L.P. | DOUBLED | 94,943 | 1,250,639 | +1217.3% | $51.3M |
| UBS Group AG | TRIM | 2,192,264 | 1,160,618 | -47.1% | $47.6M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | NEW | — | 1,041,191 | — | $42.7M |
| BARCLAYS PLC | TRIM | 1,745,751 | 907,024 | -48.0% | $37.2M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | TRIM | 1,835,100 | 698,900 | -61.9% | $28.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | Anderson Woodrow D | Chief Accounting Officer | BUY | 1,500 | $35.69 | $53.5K |
| Aug 5, 2026 | Anderson Woodrow D | Chief Accounting Officer | BUY | 1,500 | $36.28 | $54.4K |
| Jul 10, 2026 | Heidbreder Christian | Chief Scientific Officer | SELL | 18,586 | $41.14 | $764.6K |
| Jun 22, 2026 | Ciaffoni Joseph | Chief Executive Officer | EXERCISE | 1,266,903 | — | — |
| Jun 22, 2026 | Ciaffoni Joseph | Chief Executive Officer | TAX W/H | 612,549 | $38.32 | $23.5M |
| Jun 11, 2026 | Heidbreder Christian | Chief Scientific Officer | SELL | 18,586 | $38.06 | $707.4K |
| Jun 8, 2026 | Preblick Ryan | Chief Financial Officer | SELL | 36,000 | $37.70 | $1.4M |
| May 13, 2026 | Wheadon David E. | Director | AWARD | 10,430 | — | — |
| May 13, 2026 | NINIVAGGI DANIEL A | Director | AWARD | 6,518 | — | — |
| May 13, 2026 | Ryan Barbara | Director | AWARD | 6,518 | — | — |