Market Cap
$8.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 24, 2026 | Macquarie | MAINTAIN | Outperform | 55% |
| Sep 24, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Sep 11, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 17, 2026 | Macquarie | MAINTAIN | Outperform | 55% |
| Aug 17, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Jul 30, 2026 | Macquarie | MAINTAIN | Outperform | 55% |
| Jul 29, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Jul 9, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 7, 2026 | Wells Fargo | UPGRADE | Equal-Weight | 54% |
| Jul 7, 2026 | Macquarie | MAINTAIN | Outperform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 11 | 13 | 2 | 0 | 50% | |
| Aug 1, 2026 | 4 | 11 | 13 | 2 | 0 | 50% | |
| Jul 1, 2026 | 4 | 11 | 12 | 3 | 0 | 50% | |
| Jun 1, 2026 | 5 | 12 | 11 | 3 | 0 | 55% | |
| May 1, 2026 | 5 | 10 | 12 | 3 | 0 | 50% | |
| Apr 1, 2026 | 6 | 10 | 12 | 3 | 0 | 52% | |
| Mar 1, 2026 | 6 | 10 | 12 | 3 | 0 | 52% | |
| Feb 1, 2026 | 6 | 12 | 10 | 3 | 0 | 58% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.19 | $0.02–$0.43 | -21.0% | -10.1% | 2↑ 8↓ | $4.3B | 12 |
| Next Q | $0.45 | $0.13–$0.78 | -71.6% | -4.4% | 3↑ 7↓ | $4.5B | 12 |
| Current FY | $1.79 | $1.26–$2.35 | -45.8% | -0.7% | 6↑ 5↓ | $17.7B | 14 |
| Next FY | $1.98 | $1.18–$3.14 | 10.1% | -3.0% | 2↑ 10↓ | $17.9B | 15 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.190 | — |
| 7d ago | $0.210 | -0.021 |
| 30d ago | $0.211 | -0.021 |
| 60d ago | $0.228 | -0.039 |
| 90d ago | $0.239 | -0.049 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| DAVIS SELECTED ADVISERS | 23,903,317 | $1.1B | 18.1% | — |
| BlackRock, Inc. | 12,640,448 | $604.3M | 9.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 12,157,125 | $581.2M | 9.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,266,676 | $395.2M | 6.2% | — |
| STATE STREET CORP | 7,047,768 | $337.0M | 5.3% | — |
| Invesco Ltd. | 5,372,543 | $256.9M | 4.1% | — |
| Corvex Management LP | 5,347,978 | $255.7M | 4.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 5,044,676 | $240.7M | 3.8% | — |
| MORGAN STANLEY | 4,744,049 | $226.8M | 3.6% | — |
| GOLDMAN SACHS GROUP INC | 3,131,196 | $149.7M | 2.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | TRIM | 4,262,249 | 2,922,084 | -31.4% | $139.7M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | NEW | — | 1,748,416 | — | $83.6M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 357,641 | 1,244,866 | +248.1% | $59.5M |
| CITIGROUP INC | DOUBLED | 322,313 | 996,455 | +209.2% | $47.6M |
| FMR LLC | TRIM | 1,167,833 | 855,928 | -26.7% | $40.9M |
| D. E. Shaw & Co., Inc. | DOUBLED | 57,463 | 821,260 | +1329.2% | $39.3M |
| BANK OF MONTREAL /CAN/ | DOUBLED | 141,277 | 780,505 | +452.5% | $37.3M |
| WELLS FARGO & COMPANY/MN | TRIM | 1,778,507 | 687,572 | -61.3% | $32.9M |
| NORGES BANK | NEW | — | 646,456 | — | $30.9M |
| Man Group plc | DOUBLED | 6,199 | 539,036 | +8595.5% | $25.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 11, 2026 | Fritz Gary M | President, Interactive | EXERCISE | 4,711 | — | — |
| Sep 11, 2026 | Fritz Gary M | President, Interactive | TAX W/H | 1,882 | $39.89 | $75.1K |
| Jul 1, 2026 | Fritz Gary M | President, Interactive | EXERCISE | 2,259 | — | — |
| Jul 1, 2026 | Fritz Gary M | President, Interactive | TAX W/H | 903 | $47.52 | $42.9K |
| Jun 30, 2026 | SALEM PAUL J | Director | AWARD | 2,039.322 | $47.81 | $97.5K |
| Jun 30, 2026 | Meister Keith A. | Director | AWARD | 836.645 | $47.81 | $40.0K |
| Jun 30, 2026 | LEVIN JOSEPH | Director | AWARD | 732.064 | $47.81 | $35.0K |
| May 22, 2026 | TAYLOR DANIEL J | Director | SELL | 6,675 | $38.44 | $256.6K |
| May 7, 2026 | Barr Keith | Director | AWARD | 6,298 | — | — |
| May 7, 2026 | Langley Donna | Director | AWARD | 6,298 | — | — |