Market Cap
$2.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Morgan Stanley | INITIATE | Underweight | 55% |
| Sep 23, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Sep 23, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 23, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Sep 23, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Sep 23, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Sep 23, 2026 | B of A Securities | MAINTAIN | Neutral | 54% |
| Sep 16, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Sep 11, 2026 | Wells Fargo | MAINTAIN | Underweight | 54% |
| Sep 10, 2026 | Citizens | REITERATE | Market Outperform | 38% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 3 | 12 | 7 | 2 | 13% | |
| Aug 1, 2026 | 0 | 3 | 12 | 7 | 2 | 13% | |
| Jul 1, 2026 | 0 | 3 | 12 | 7 | 2 | 13% | |
| Jun 1, 2026 | 0 | 3 | 13 | 7 | 2 | 12% | |
| May 1, 2026 | 0 | 3 | 13 | 7 | 2 | 12% | |
| Apr 1, 2026 | 1 | 6 | 12 | 2 | 1 | 32% | |
| Mar 1, 2026 | 0 | 3 | 12 | 6 | 2 | 13% | |
| Feb 1, 2026 | 0 | 3 | 12 | 6 | 2 | 13% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.23 | $1.14–$1.39 | -20.6% | -18.5% | 0↑ 1↓ | $1.6B | 11 |
| Next Q | $0.50 | $0.40–$0.71 | -3.0% | -30.2% | 0↑ 1↓ | $1.1B | 8 |
| Current FY | $3.24 | $3.13–$3.40 | -47.4% | -3.0% | 7↑ 5↓ | $5.0B | 13 |
| Next FY | $3.79 | $3.03–$4.46 | 17.1% | -17.8% | 0↑ 1↓ | $5.2B | 13 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.230 | — |
| 7d ago | $1.487 | -0.257 |
| 30d ago | $1.509 | -0.279 |
| 60d ago | $1.509 | -0.279 |
| 90d ago | $1.509 | -0.279 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 9,881,598 | $618.5M | 18.2% | — |
| FMR LLC | 5,190,537 | $324.9M | 9.6% | — |
| STATE STREET CORP | 3,545,258 | $221.9M | 6.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,222,451 | $201.7M | 5.9% | — |
| Capital World Investors | 3,025,583 | $189.4M | 5.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,714,529 | $169.9M | 5.0% | — |
| DIMENSIONAL FUND ADVISORS LP | 2,299,915 | $144.0M | 4.2% | — |
| TWO SIGMA INVESTMENTS, LP | 1,876,888 | $117.5M | 3.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,737,010 | $108.7M | 3.2% | — |
| Invesco Ltd. | 1,463,354 | $91.6M | 2.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| UBS Group AG | ADD | 928,713 | 1,342,522 | +44.6% | $84.0M |
| AMERICAN CENTURY COMPANIES INC | ADD | 742,286 | 1,237,544 | +66.7% | $77.5M |
| NORGES BANK | NEW | — | 870,303 | — | $54.5M |
| GOLDMAN SACHS GROUP INC | TRIM | 1,066,115 | 729,047 | -31.6% | $45.6M |
| CITADEL ADVISORS LLC | DOUBLED | 232,746 | 719,098 | +209.0% | $45.0M |
| BALYASNY ASSET MANAGEMENT L.P. | NEW | — | 608,767 | — | $38.1M |
| BAMCO INC /NY/ | NEW | — | 599,141 | — | $37.5M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 772,705 | 440,418 | -43.0% | $27.6M |
| Squarepoint Ops LLC | TRIM | 585,115 | 380,804 | -34.9% | $23.8M |
| JPMORGAN CHASE & CO | TRIM | 418,781 | 308,648 | -26.3% | $19.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 6, 2026 | Collins Arthur Reginald | Director | SELL | 4,000 | $56.96 | $227.8K |
| Aug 5, 2026 | PRAW ALBERT Z | EVP, Real Estate & Bus. Dev. | SELL | 22,015 | $58.70 | $1.3M |
| Jul 15, 2026 | MEZGER JEFFREY T | Executive Chairman | SELL | 30,008 | $56.70 | $1.7M |
| Jul 15, 2026 | MEZGER JEFFREY T | Executive Chairman | EXERCISE | 51,018 | $16.21 | $827.0K |
| Jul 15, 2026 | MEZGER JEFFREY T | Executive Chairman | SELL | 21,010 | $56.24 | $1.2M |
| Jul 14, 2026 | MEZGER JEFFREY T | Executive Chairman | SELL | 39,204 | $55.45 | $2.2M |
| Jul 14, 2026 | MEZGER JEFFREY T | Executive Chairman | EXERCISE | 129,062 | $16.21 | $2.1M |
| Jul 14, 2026 | MEZGER JEFFREY T | Executive Chairman | SELL | 89,858 | $54.87 | $4.9M |
| Jul 13, 2026 | McGibney Robert V. | President and CEO | SELL | 20,621 | $55.31 | $1.1M |
| Jul 13, 2026 | MEZGER JEFFREY T | Executive Chairman | SELL | 82,047 | $54.95 | $4.5M |