Market Cap
$5.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Aug 3, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 29, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Jul 10, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Jul 8, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Apr 29, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Apr 29, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Apr 8, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Apr 8, 2026 | Keefe, Bruyette & Woods | UPGRADE | Outperform | 58% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 5 | 4 | 0 | 1 | 55% | |
| Aug 1, 2026 | 1 | 5 | 4 | 0 | 1 | 55% | |
| Jul 1, 2026 | 1 | 5 | 4 | 0 | 1 | 55% | |
| Jun 1, 2026 | 1 | 5 | 4 | 0 | 1 | 55% | |
| May 1, 2026 | 1 | 5 | 4 | 0 | 1 | 55% | |
| Apr 1, 2026 | 1 | 4 | 5 | 0 | 1 | 45% | |
| Mar 1, 2026 | 0 | 1 | 7 | 4 | 2 | 7% | |
| Feb 1, 2026 | 0 | 1 | 7 | 4 | 2 | 7% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.85 | $1.65–$2.09 | -0.1% | -1.1% | 4↑ 1↓ | $0.5B | 7 |
| Next Q | $2.56 | $2.33–$2.71 | 0.2% | -0.3% | 4↑ 2↓ | $0.6B | 6 |
| Current FY | $7.97 | $7.50–$8.35 | 14.1% | -0.4% | 7↑ 0↓ | $1.9B | 7 |
| Next FY | $9.06 | $8.55–$10.00 | 13.7% | -0.1% | 6↑ 0↓ | $2.2B | 7 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.849 | — |
| 7d ago | $1.871 | -0.021 |
| 30d ago | $1.871 | -0.021 |
| 60d ago | $1.864 | -0.015 |
| 90d ago | $1.806 | +0.044 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 4,075,374 | $615.1M | 20.8% | — |
| WASATCH ADVISORS LP | 1,478,222 | $223.1M | 7.6% | ADD +79.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,370,798 | $206.9M | 7.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,118,057 | $168.8M | 5.7% | — |
| FMR LLC | 1,057,881 | $159.7M | 5.4% | ADD +50.4% |
| STATE STREET CORP | 1,053,770 | $159.0M | 5.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 792,294 | $119.6M | 4.1% | — |
| ALLIANCEBERNSTEIN L.P. | 842,197 | $117.7M | 4.0% | DOUBLED +537.3% |
| CONGRESS ASSET MANAGEMENT CO | 723,474 | $109.2M | 3.7% | — |
| MORGAN STANLEY | 614,734 | $92.8M | 3.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WASATCH ADVISORS LP | ADD | 824,537 | 1,478,222 | +79.3% | $223.1M |
| FMR LLC | ADD | 703,326 | 1,057,881 | +50.4% | $159.7M |
| ALLIANCEBERNSTEIN L.P. | DOUBLED | 132,159 | 842,197 | +537.3% | $117.7M |
| Point72 Asset Management, L.P. | TRIM | 290,646 | 216,633 | -25.5% | $32.7M |
| Squarepoint Ops LLC | DOUBLED | 21,857 | 157,151 | +619.0% | $23.7M |
| SEI INVESTMENTS CO | DOUBLED | 57,283 | 132,271 | +130.9% | $20.0M |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 47,700 | 125,000 | +162.1% | $18.9M |
| MARSHALL WACE, LLP | NEW | — | 101,163 | — | $15.3M |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | TRIM | 151,962 | 88,728 | -41.6% | $13.4M |
| UBS Group AG | ADD | 41,779 | 72,715 | +74.0% | $11.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 16, 2026 | Meates Helen T | Chief Financial Officer | AWARD | 21 | — | — |
| Sep 16, 2026 | Lee Ji-Yeun | Managing Partner | AWARD | 30 | — | — |
| Sep 16, 2026 | RYAN THOMAS M | Director | AWARD | 19 | — | — |
| Sep 16, 2026 | Travin David Adam | General Counsel | AWARD | 12 | — | — |
| Sep 16, 2026 | Skaugen Grace Reksten | Director | AWARD | 9 | — | — |
| Sep 16, 2026 | Rafferty Emily K | Director | AWARD | 9 | — | — |
| Sep 16, 2026 | Cornwell Kievdi Don | Director | AWARD | 32 | — | — |
| Sep 16, 2026 | CURRIE PETER L S | Director | AWARD | 5 | — | — |
| Sep 16, 2026 | Whitney Kenneth C | Director | AWARD | 9 | — | — |
| Sep 16, 2026 | Costos James | Director | AWARD | 15 | — | — |