Market Cap
$9.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 5, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 5, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jul 7, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| May 6, 2026 | UBS | MAINTAIN | Neutral | 55% |
| May 6, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| May 6, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| May 6, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| May 6, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| May 6, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 6, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 9 | 15 | 0 | 0 | 44% | |
| Aug 1, 2026 | 3 | 9 | 14 | 0 | 0 | 46% | |
| Jul 1, 2026 | 3 | 9 | 14 | 0 | 0 | 46% | |
| Jun 1, 2026 | 4 | 9 | 14 | 0 | 0 | 48% | |
| May 1, 2026 | 4 | 9 | 14 | 0 | 0 | 48% | |
| Apr 1, 2026 | 3 | 9 | 15 | 0 | 0 | 44% | |
| Mar 1, 2026 | 3 | 9 | 15 | 0 | 0 | 44% | |
| Feb 1, 2026 | 3 | 9 | 15 | 0 | 0 | 44% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.01 | $0.93–$1.21 | 21.8% | +8.7% | 3↑ 0↓ | $0.9B | 5 |
| Next Q | $1.04 | $0.91–$1.37 | -1.7% | +5.8% | 1↑ 1↓ | $0.9B | 5 |
| Current FY | $3.95 | $3.66–$4.48 | 21.0% | +2.2% | 3↑ 0↓ | $3.5B | 5 |
| Next FY | $4.58 | $3.86–$6.53 | 15.8% | +9.1% | 3↑ 0↓ | $3.6B | 5 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.005 | — |
| 7d ago | $1.025 | -0.020 |
| 30d ago | $0.925 | +0.080 |
| 60d ago | $0.936 | +0.069 |
| 90d ago | $0.936 | +0.069 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 28,569,112 | $1.1B | 14.5% | — |
| AMERIPRISE FINANCIAL INC | 19,203,216 | $730.7M | 9.7% | ADD +44.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14,752,394 | $561.3M | 7.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 10,518,461 | $400.2M | 5.3% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 8,420,451 | $320.4M | 4.3% | — |
| STATE STREET CORP | 8,286,343 | $315.3M | 4.2% | — |
| AQR CAPITAL MANAGEMENT LLC | 7,969,452 | $302.5M | 4.0% | — |
| Starboard Value LP | 7,775,125 | $295.8M | 3.9% | TRIM -31.8% |
| UBS Group AG | 6,487,247 | $246.8M | 3.3% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5,874,957 | $223.5M | 3.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | ADD | 13,271,330 | 19,203,216 | +44.7% | $730.7M |
| Starboard Value LP | TRIM | 11,395,379 | 7,775,125 | -31.8% | $295.8M |
| DnB Asset Management AS | ADD | 3,440,583 | 4,657,495 | +35.4% | $177.2M |
| Quantinno Capital Management LP | ADD | 2,767,251 | 3,835,579 | +38.6% | $145.9M |
| FIRST TRUST ADVISORS LP | ADD | 2,406,923 | 3,500,099 | +45.4% | $133.2M |
| Qube Research & Technologies Ltd | DOUBLED | 1,133,563 | 2,772,316 | +144.6% | $105.5M |
| NORGES BANK | NEW | — | 2,537,627 | — | $96.6M |
| BANK OF AMERICA CORP /DE/ | TRIM | 3,054,114 | 2,046,240 | -33.0% | $77.9M |
| GOLDMAN SACHS GROUP INC | TRIM | 3,134,411 | 1,678,425 | -46.5% | $63.9M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 535,675 | 1,430,335 | +167.0% | $54.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | MCDANIEL ANN | Director | SELL | 3,531 | $42.43 | $149.8K |
| Sep 1, 2026 | Rascoff Spencer M | Chief Executive Officer | TAX W/H | 9,406 | $40.65 | $382.4K |
| Sep 1, 2026 | Rascoff Spencer M | Chief Executive Officer | EXERCISE | 12,849 | — | — |
| Sep 1, 2026 | Rascoff Spencer M | Chief Executive Officer | EXERCISE | 137 | — | — |
| Sep 1, 2026 | Rascoff Spencer M | Chief Executive Officer | EXERCISE | 17,850 | — | — |
| Sep 1, 2026 | Rascoff Spencer M | Chief Executive Officer | TAX W/H | 6,608 | $40.65 | $268.6K |
| Sep 1, 2026 | Rascoff Spencer M | Chief Executive Officer | EXERCISE | 635 | — | — |
| Sep 1, 2026 | Eigenmann Philip D | Chief Accounting Officer | EXERCISE | 1,844 | — | — |
| Sep 1, 2026 | Eigenmann Philip D | Chief Accounting Officer | TAX W/H | 441 | $40.65 | $17.9K |
| Sep 1, 2026 | Eigenmann Philip D | Chief Accounting Officer | EXERCISE | 66 | — | — |