Market Cap
$3.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 15, 2026 | BTIG | REITERATE | Buy | 53% |
| Aug 14, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Aug 13, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 13, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 13, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 4, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jun 8, 2026 | JP Morgan | INITIATE | Overweight | 55% |
| May 11, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 1, 2026 | BTIG | REITERATE | Buy | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 7 | 3 | 1 | 0 | 71% | |
| Aug 1, 2026 | 3 | 7 | 3 | 1 | 0 | 71% | |
| Jul 1, 2026 | 3 | 7 | 3 | 1 | 0 | 71% | |
| Jun 1, 2026 | 3 | 6 | 3 | 1 | 0 | 69% | |
| May 1, 2026 | 3 | 6 | 3 | 1 | 0 | 69% | |
| Apr 1, 2026 | 3 | 6 | 3 | 1 | 0 | 69% | |
| Mar 1, 2026 | 3 | 6 | 3 | 1 | 0 | 69% | |
| Feb 1, 2026 | 3 | 6 | 2 | 1 | 0 | 75% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.33 | $1.22–$1.52 | -7.6% | +0.0% | 3↑ 4↓ | $0.7B | 9 |
| Next Q | $1.86 | $1.71–$2.07 | 7.7% | +1.3% | 4↑ 3↓ | $0.8B | 10 |
| Current FY | $5.29 | $5.05–$5.35 | -5.4% | +0.0% | 7↑ 0↓ | $2.7B | 9 |
| Next FY | $6.58 | $5.12–$7.50 | 24.5% | +1.6% | 7↑ 2↓ | $2.8B | 10 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.331 | — |
| 7d ago | $1.331 | — |
| 30d ago | $1.331 | — |
| 60d ago | $1.362 | -0.031 |
| 90d ago | $1.313 | +0.018 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 8,095,318 | $674.7M | 16.1% | — |
| PNC FINANCIAL SERVICES GROUP, INC. | 5,747,095 | $479.0M | 11.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,393,984 | $282.9M | 6.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,440,592 | $203.4M | 4.9% | — |
| JPMORGAN CHASE & CO | 2,369,912 | $194.5M | 4.6% | — |
| STATE STREET CORP | 2,120,450 | $176.7M | 4.2% | — |
| FMR LLC | 1,832,840 | $152.7M | 3.6% | — |
| JENNISON ASSOCIATES LLC | 1,603,623 | $133.6M | 3.2% | ADD +30.9% |
| Invesco Ltd. | 1,435,765 | $119.7M | 2.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,343,680 | $112.0M | 2.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JENNISON ASSOCIATES LLC | ADD | 1,225,371 | 1,603,623 | +30.9% | $133.6M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | ADD | 875,469 | 1,292,664 | +47.7% | $107.7M |
| FULLER & THALER ASSET MANAGEMENT, INC. | DOUBLED | 301,469 | 758,737 | +151.7% | $63.2M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 90,597 | 566,837 | +525.7% | $47.2M |
| NORGES BANK | NEW | — | 563,343 | — | $46.9M |
| CITADEL ADVISORS LLC | DOUBLED | 81,833 | 543,267 | +563.9% | $45.3M |
| Nuveen, LLC | ADD | 381,863 | 493,735 | +29.3% | $41.1M |
| Allspring Global Investments Holdings, LLC | ADD | 298,072 | 385,141 | +29.2% | $32.3M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | TRIM | 492,525 | 323,482 | -34.3% | $27.0M |
| Verition Fund Management LLC | DOUBLED | 90,000 | 321,829 | +257.6% | $26.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 23, 2026 | Skipworth Michael | Director | AWARD | 1,611 | — | — |
| Sep 21, 2026 | Taylor Andrew Lyn | VP, Chief Accounting Officer | TAX W/H | 68 | $66.70 | $4.5K |
| Sep 21, 2026 | ALKIRE JOSEPH A | President and CFO | TAX W/H | 872 | $66.70 | $58.2K |
| Aug 14, 2026 | Baxter Scott H | Chairman and CEO | AWARD | 56,160 | — | — |
| Aug 14, 2026 | Kidd Peter A. | EVP and CHRO | TAX W/H | 580 | $84.26 | $48.9K |
| Aug 14, 2026 | Baxter Scott H | Chairman and CEO | GIFT | 56,160 | — | — |
| Aug 13, 2026 | Doerr Thomas L Jr | EVP, GC, & Secretary | SELL | 7,660.115 | $83.43 | $639.1K |
| Aug 13, 2026 | Baxter Scott H | Chairman and CEO | SELL | 116,872 | $82.99 | $9.7M |
| Aug 13, 2026 | Baxter Scott H | Chairman and CEO | SELL | 67,531 | $84.09 | $5.7M |
| Aug 13, 2026 | Baxter Scott H | Chairman and CEO | EXERCISE | 184,403 | $22.04 | $4.1M |