Market Cap
$5.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | Needham | REITERATE | Buy | 50% |
| Aug 13, 2026 | B of A Securities | MAINTAIN | Neutral | 54% |
| Aug 11, 2026 | BTIG | REITERATE | Buy | 53% |
| Aug 3, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Jul 31, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 31, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Jul 31, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 31, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jul 31, 2026 | BTIG | MAINTAIN | Buy | 53% |
| May 1, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 8 | 3 | 0 | 0 | 82% | |
| Aug 1, 2026 | 6 | 8 | 3 | 0 | 0 | 82% | |
| Jul 1, 2026 | 6 | 8 | 3 | 0 | 0 | 82% | |
| Jun 1, 2026 | 6 | 8 | 3 | 0 | 0 | 82% | |
| May 1, 2026 | 7 | 8 | 3 | 0 | 0 | 83% | |
| Apr 1, 2026 | 7 | 8 | 3 | 0 | 0 | 83% | |
| Mar 1, 2026 | 7 | 8 | 3 | 0 | 0 | 83% | |
| Feb 1, 2026 | 6 | 9 | 2 | 0 | 0 | 88% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.03 | $1.01–$1.05 | 12.5% | +0.0% | 6↑ 1↓ | $0.4B | 10 |
| Next Q | $1.14 | $1.11–$1.15 | 9.2% | +0.0% | 5↑ 3↓ | $0.4B | 10 |
| Current FY | $4.30 | $4.28–$4.32 | 12.3% | +0.0% | 8↑ 0↓ | $1.6B | 10 |
| Next FY | $4.61 | $4.50–$4.77 | 7.2% | +0.0% | 9↑ 0↓ | $1.7B | 10 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.035 | — |
| 7d ago | $1.035 | — |
| 30d ago | $1.035 | — |
| 60d ago | $1.035 | — |
| 90d ago | $1.018 | +0.017 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 9,464,542 | $656.3M | 19.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,473,833 | $240.9M | 7.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,590,454 | $179.6M | 5.3% | — |
| STATE STREET CORP | 2,474,512 | $171.6M | 5.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,625,950 | $112.8M | 3.3% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1,613,002 | $111.8M | 3.3% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,458,823 | $101.2M | 3.0% | — |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1,279,152 | $88.7M | 2.6% | — |
| CONGRESS ASSET MANAGEMENT CO | 1,184,337 | $82.1M | 2.4% | — |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,137,790 | $78.9M | 2.3% | ADD +46.3% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | ADD | 777,494 | 1,137,790 | +46.3% | $78.9M |
| Neuberger Berman Group LLC | DOUBLED | 5,551 | 1,002,168 | +17953.8% | $69.5M |
| MAVERICK CAPITAL LTD | ADD | 714,081 | 978,617 | +37.0% | $67.9M |
| NORGES BANK | NEW | — | 711,160 | — | $49.3M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 447,451 | 679,195 | +51.8% | $47.1M |
| Aberdeen Group plc | ADD | 428,319 | 538,196 | +25.7% | $37.3M |
| UBS Group AG | ADD | 340,626 | 495,598 | +45.5% | $34.4M |
| Boston Trust Walden Corp | ADD | 277,209 | 472,856 | +70.6% | $32.8M |
| MARSHALL WACE, LLP | TRIM | 574,436 | 349,216 | -39.2% | $24.2M |
| SEI INVESTMENTS CO | ADD | 228,544 | 296,546 | +29.8% | $20.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 4, 2026 | Lewis Sheri | EVP of Global Operations | AWARD | 8,371 | — | — |
| Aug 24, 2026 | Voigt Michel J. | CHIEF HUMAN RESOURCES OFFICER | GIFT | 650 | — | — |
| Aug 24, 2026 | Peterson Neil W. | CHIEF OPERATING OFFICER | SELL | 7,500 | $90.45 | $678.4K |
| Aug 4, 2026 | Peterson Neil W. | CHIEF OPERATING OFFICER | SELL | 21,449 | $85.00 | $1.8M |
| Jun 15, 2026 | Voigt Michel J. | CHIEF HUMAN RESOURCES OFFICER | GIFT | 65 | — | — |
| Jun 5, 2026 | Lloyd Brian G. | CHIEF LEGAL OFFICER, SECRETARY | GIFT | 2,000 | — | — |
| May 20, 2026 | Gunderson Thomas J. | Director | EXERCISE | 13,750 | $52.17 | $717.3K |
| May 20, 2026 | Gunderson Thomas J. | Director | EXERCISE | 7,500 | $52.17 | $391.3K |
| May 18, 2026 | Millner F. Ann Ed.D. | Director | AWARD | 3,457 | — | — |
| May 18, 2026 | McDonnell Michael R. | Director | AWARD | 3,457 | — | — |