Market Cap
$3.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 21, 2026 | B. Riley Securities | REITERATE | Buy | 54% |
| Aug 21, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jul 20, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| May 18, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Apr 15, 2026 | Citigroup | INITIATE | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 6 | 2 | 0 | 0 | 86% | |
| Aug 1, 2026 | 6 | 6 | 2 | 0 | 0 | 86% | |
| Jul 1, 2026 | 5 | 7 | 2 | 0 | 0 | 86% | |
| Jun 1, 2026 | 5 | 7 | 2 | 0 | 0 | 86% | |
| May 1, 2026 | 5 | 7 | 2 | 0 | 0 | 86% | |
| Apr 1, 2026 | 4 | 6 | 2 | 0 | 0 | 83% | |
| Mar 1, 2026 | 4 | 6 | 2 | 0 | 0 | 83% | |
| Feb 1, 2026 | 4 | 6 | 2 | 0 | 0 | 83% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.64 | $1.60–$1.68 | 15.5% | +0.8% | 1↑ 1↓ | $0.4B | 6 |
| Next Q | $2.67 | $2.61–$2.83 | 3.6% | -0.2% | 0↑ 2↓ | $0.5B | 6 |
| Current FY | $11.37 | $11.25–$11.50 | 9.9% | +0.1% | 2↑ 3↓ | $1.9B | 7 |
| Next FY | $12.81 | $12.30–$13.19 | 12.6% | -0.5% | 1↑ 1↓ | $2.0B | 5 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.639 | — |
| 7d ago | $1.639 | — |
| 30d ago | $1.626 | +0.013 |
| 60d ago | $1.574 | +0.065 |
| 90d ago | $1.550 | +0.089 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 2,552,027 | $558.1M | 16.1% | — |
| FMR LLC | 1,738,166 | $380.1M | 11.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,272,016 | $278.2M | 8.0% | — |
| Jupiter Topco LLC | 905,925 | $198.1M | 5.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 703,070 | $153.8M | 4.4% | — |
| STATE STREET CORP | 674,053 | $147.4M | 4.3% | — |
| Capital International Investors | 596,331 | $130.4M | 3.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 463,787 | $101.4M | 2.9% | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 452,547 | $99.0M | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | DOUBLED | 171,667 | 379,351 | +121.0% | $83.0M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 43,610 | 298,480 | +584.4% | $65.3M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 50,994 | 223,142 | +337.6% | $48.8M |
| UBS Group AG | ADD | 135,961 | 210,866 | +55.1% | $46.1M |
| AMERIPRISE FINANCIAL INC | ADD | 94,110 | 185,377 | +97.0% | $40.5M |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 93,754 | 177,616 | +89.4% | $38.8M |
| BANK OF AMERICA CORP /DE/ | TRIM | 266,375 | 137,340 | -48.4% | $30.0M |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 9,096 | 125,194 | +1276.4% | $27.4M |
| GOLDMAN SACHS GROUP INC | ADD | 75,120 | 119,675 | +59.3% | $26.2M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | TRIM | 161,492 | 116,736 | -27.7% | $25.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 24, 2026 | CHOPRA DEEPAK | Director | AWARD | 20,403 | $206.73 | $4.2M |
| Aug 24, 2026 | CHOPRA DEEPAK | Director | TAX W/H | 23,540 | $206.73 | $4.9M |
| Aug 24, 2026 | EDRICK ALAN I | EVP & CFO | AWARD | 21,871 | $206.73 | $4.5M |
| Aug 24, 2026 | EDRICK ALAN I | EVP & CFO | TAX W/H | 19,377 | $206.73 | $4.0M |
| Aug 24, 2026 | Grindstaff Glenn | CHIEF HUMAN RESOURCES OFFICER | AWARD | 1,969 | $206.73 | $407.1K |
| Aug 24, 2026 | MEHRA AJAY | PRESIDENT AND CEO | AWARD | 20,073 | $206.73 | $4.1M |
| Aug 24, 2026 | MEHRA AJAY | PRESIDENT AND CEO | TAX W/H | 19,986 | $206.73 | $4.1M |
| Aug 24, 2026 | Grindstaff Glenn | CHIEF HUMAN RESOURCES OFFICER | TAX W/H | 1,708 | $206.73 | $353.1K |
| Aug 24, 2026 | Morben Paul Keith | PRES., OPTOELECTRONICS DIV | AWARD | 1,083 | $206.73 | $223.9K |
| Aug 24, 2026 | Morben Paul Keith | PRES., OPTOELECTRONICS DIV | TAX W/H | 1,331 | $206.73 | $275.2K |