Market Cap
$4.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 29, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Sep 29, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Sep 29, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Sep 29, 2026 | Deutsche Bank | MAINTAIN | Hold | 58% |
| Sep 29, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Sep 29, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Sep 29, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Sep 24, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Sep 24, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 5 | 9 | 2 | 0 | 42% | |
| Aug 1, 2026 | 3 | 5 | 9 | 1 | 0 | 44% | |
| Jul 1, 2026 | 3 | 5 | 8 | 1 | 0 | 47% | |
| Jun 1, 2026 | 3 | 5 | 8 | 1 | 0 | 47% | |
| May 1, 2026 | 3 | 5 | 8 | 1 | 0 | 47% | |
| Apr 1, 2026 | 3 | 5 | 8 | 1 | 0 | 47% | |
| Mar 1, 2026 | 3 | 5 | 7 | 1 | 0 | 50% | |
| Feb 1, 2026 | 3 | 5 | 7 | 1 | 0 | 50% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-5.62 | $-5.98–$-5.24 | -8.2% | -5.4% | 3↑ 4↓ | $0.3B | 10 |
| Next Q | $6.48 | $6.14–$7.15 | 10.5% | -1.5% | 1↑ 6↓ | $1.2B | 10 |
| Current FY | $5.55 | $4.92–$6.45 | 34.8% | -13.3% | 1↑ 10↓ | $3.0B | 11 |
| Next FY | $6.52 | $5.61–$7.52 | 17.4% | -8.4% | 2↑ 4↓ | $3.1B | 10 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-5.625 | — |
| 7d ago | $-5.374 | -0.251 |
| 30d ago | $-5.335 | -0.290 |
| 60d ago | $-5.330 | -0.294 |
| 90d ago | $-5.330 | -0.294 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BAMCO INC /NY/ | 6,536,697 | $890.0M | 17.1% | ADD +29.6% |
| Capital World Investors | 4,355,882 | $593.1M | 11.4% | ADD +38.5% |
| Capital International Investors | 3,820,106 | $520.1M | 10.0% | — |
| BlackRock, Inc. | 3,413,234 | $464.7M | 8.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,731,537 | $236.1M | 4.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,699,568 | $231.4M | 4.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,603,278 | $218.3M | 4.2% | — |
| UBS Group AG | 1,506,153 | $205.1M | 3.9% | DOUBLED +108.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,299,918 | $177.0M | 3.4% | — |
| FMR LLC | 1,182,076 | $160.9M | 3.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BAMCO INC /NY/ | ADD | 5,043,533 | 6,536,697 | +29.6% | $890.0M |
| UBS Group AG | DOUBLED | 721,278 | 1,506,153 | +108.8% | $205.1M |
| MORGAN STANLEY | TRIM | 771,427 | 495,212 | -35.8% | $67.4M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 50,072 | 351,168 | +601.3% | $47.8M |
| Gotham Asset Management, LLC | DOUBLED | 26,140 | 168,485 | +544.5% | $22.9M |
| WELLINGTON MANAGEMENT GROUP LLP | NEW | — | 168,028 | — | $22.9M |
| Artisan Partners Limited Partnership | TRIM | 269,879 | 156,177 | -42.1% | $21.3M |
| NORGES BANK | NEW | — | 155,358 | — | $21.2M |
| AMERICAN CENTURY COMPANIES INC | ADD | 48,603 | 73,900 | +52.0% | $10.1M |
| Schonfeld Strategic Advisors LLC | DOUBLED | 16,866 | 69,532 | +312.3% | $9.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Sullivan Gregory Jon | EVP, Retail & Hospitality | EXERCISE | 880 | — | — |
| Sep 30, 2026 | Sullivan Gregory Jon | EVP, Retail & Hospitality | TAX W/H | 386 | $137.18 | $53.0K |
| Sep 30, 2026 | KATZ ROBERT A | CEO & Chairperson of the Board | TAX W/H | 1,649 | $137.18 | $226.2K |
| Sep 30, 2026 | KATZ ROBERT A | CEO & Chairperson of the Board | EXERCISE | 3,768 | — | — |
| Sep 30, 2026 | Chambers Reginald | Director | EXERCISE | 1,563 | — | — |
| Sep 30, 2026 | Rock William | President, Mountain Division | EXERCISE | 1,449 | — | — |
| Sep 30, 2026 | DeCecco Julie A. | GC & Chief Public Affairs Ofc | TAX W/H | 372 | $137.18 | $51.0K |
| Sep 30, 2026 | Rock William | President, Mountain Division | TAX W/H | 417 | $137.18 | $57.2K |
| Sep 30, 2026 | DeCecco Julie A. | GC & Chief Public Affairs Ofc | EXERCISE | 1,292 | — | — |
| Sep 30, 2026 | SCHNEIDER HILARY | Director | EXERCISE | 1,563 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 10, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $15,001 - $50,000 | Vail Resorts Inc | Jul 3, 2026(24d) |