Market Cap
$4.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 6, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 6, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| May 12, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% | |
| Aug 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% | |
| Jul 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% | |
| Jun 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% | |
| May 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% | |
| Apr 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% | |
| Mar 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% | |
| Feb 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.40 | $0.38–$0.43 | 32.8% | -2.2% | 1↑ 2↓ | $0.5B | 3 |
| Next Q | $0.46 | $0.38–$0.51 | -11.0% | +4.8% | 2↑ 1↓ | $0.5B | 3 |
| Current FY | $1.40 | $1.35–$1.44 | 42.9% | +4.7% | 2↑ 0↓ | $2.0B | 2 |
| Next FY | $1.52 | $1.48–$1.58 | 8.8% | +9.1% | 3↑ 0↓ | $2.1B | 3 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.399 | — |
| 7d ago | $0.384 | +0.015 |
| 30d ago | $0.408 | -0.009 |
| 60d ago | $0.408 | -0.009 |
| 90d ago | $0.408 | -0.009 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 26,327,451 | $862.5M | 20.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 17,597,007 | $576.5M | 13.9% | — |
| FMR LLC | 12,481,592 | $408.9M | 9.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,361,150 | $241.2M | 5.8% | — |
| STATE STREET CORP | 6,172,340 | $202.2M | 4.9% | — |
| Invesco Ltd. | 5,397,457 | $176.8M | 4.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,768,502 | $156.2M | 3.8% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 3,542,850 | $116.1M | 2.8% | TRIM -36.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,494,581 | $114.5M | 2.8% | — |
| BALYASNY ASSET MANAGEMENT L.P. | 2,669,363 | $87.4M | 2.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 5,553,519 | 3,542,850 | -36.2% | $116.1M |
| CITADEL ADVISORS LLC | ADD | 2,088,379 | 2,631,021 | +26.0% | $86.2M |
| Nuveen, LLC | ADD | 770,444 | 1,192,009 | +54.7% | $39.1M |
| Qube Research & Technologies Ltd | TRIM | 2,202,748 | 1,119,028 | -49.2% | $36.7M |
| UBS Group AG | TRIM | 1,456,383 | 1,013,044 | -30.4% | $33.2M |
| Alyeska Investment Group, L.P. | DOUBLED | 158,785 | 963,298 | +506.7% | $31.6M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | NEW | — | 944,149 | — | $30.9M |
| JUPITER ASSET MANAGEMENT LTD | NEW | — | 914,938 | — | $30.0M |
| PRUDENTIAL FINANCIAL INC | ADD | 591,140 | 806,940 | +36.5% | $26.4M |
| Select Equity Group, L.P. | ADD | 460,766 | 680,906 | +47.8% | $22.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 18, 2026 | BARRETT MICHAEL G. | Director | EXERCISE | 6,047 | — | — |
| Sep 18, 2026 | BARRETT MICHAEL G. | Director | AWARD | 265 | — | — |
| Sep 18, 2026 | Pangis Nicolle Deanna | Director | AWARD | 265 | — | — |
| Sep 18, 2026 | Pangis Nicolle Deanna | Director | EXERCISE | 6,047 | — | — |
| Sep 3, 2026 | Bonanni Mark Emilio | EVP, CRO, Commercial | SELL | 3,385 | $29.82 | $100.9K |
| Aug 21, 2026 | Norton James Michael | EVP, CRO, Enterprise | EXERCISE | 10,593 | — | — |
| Aug 21, 2026 | Norton James Michael | EVP, CRO, Enterprise | AWARD | 426 | — | — |
| Aug 21, 2026 | Norton James Michael | EVP, CRO, Enterprise | TAX W/H | 1,685 | — | — |
| Aug 19, 2026 | MARTIN PATRICK | SVP, Controller, CAO | SELL | 10,000 | $30.10 | $301.0K |
| Jul 1, 2026 | Bonanni Mark Emilio | EVP, CRO, Commercial | TAX W/H | 1,685 | $32.86 | $55.4K |