Market Cap
$5.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 11, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 25, 2026 | DA Davidson | INITIATE | Neutral | 53% |
| Aug 20, 2026 | Stephens & Co. | REITERATE | Overweight | 54% |
| Jul 24, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jul 24, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Jul 24, 2026 | Stephens & Co. | MAINTAIN | Overweight | 54% |
| Jul 20, 2026 | B of A Securities | MAINTAIN | Underperform | 54% |
| Jul 6, 2026 | Stifel | MAINTAIN | Hold | 54% |
| May 11, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Apr 24, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 6 | 12 | 1 | 0 | 46% | |
| Aug 1, 2026 | 5 | 6 | 11 | 1 | 0 | 48% | |
| Jul 1, 2026 | 5 | 6 | 11 | 1 | 0 | 48% | |
| Jun 1, 2026 | 5 | 6 | 11 | 1 | 0 | 48% | |
| May 1, 2026 | 5 | 6 | 11 | 1 | 0 | 48% | |
| Apr 1, 2026 | 5 | 6 | 11 | 1 | 0 | 48% | |
| Mar 1, 2026 | 5 | 6 | 11 | 1 | 0 | 48% | |
| Feb 1, 2026 | 5 | 6 | 11 | 1 | 0 | 48% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.36 | $3.29–$3.48 | -0.9% | +0.0% | 0↑ 11↓ | $1.5B | 14 |
| Next Q | $0.79 | $0.71–$0.90 | -5.7% | +0.0% | 2↑ 8↓ | $1.0B | 14 |
| Current FY | $11.00 | $10.88–$11.14 | 2.5% | +0.0% | 2↑ 7↓ | $5.4B | 14 |
| Next FY | $11.81 | $11.46–$12.00 | 7.4% | -0.0% | 1↑ 8↓ | $5.6B | 14 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.358 | — |
| 7d ago | $3.358 | — |
| 30d ago | $3.358 | — |
| 60d ago | $3.357 | +0.002 |
| 90d ago | $3.469 | -0.111 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 4,032,463 | $866.6M | 13.6% | ADD +75.8% |
| WELLINGTON MANAGEMENT GROUP LLP | 2,576,219 | $553.6M | 8.7% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,574,364 | $553.2M | 8.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,060,785 | $442.9M | 7.0% | — |
| MORGAN STANLEY | 1,736,495 | $373.2M | 5.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,536,484 | $330.2M | 5.2% | TRIM -28.4% |
| AQR CAPITAL MANAGEMENT LLC | 1,400,460 | $296.7M | 4.7% | — |
| STATE STREET CORP | 1,077,946 | $231.7M | 3.6% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 729,144 | $170.2M | 2.7% | ADD +56.8% |
| Bank of New York Mellon Corp | 689,698 | $148.2M | 2.3% | DOUBLED +152.1% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 2,294,378 | 4,032,463 | +75.8% | $866.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | TRIM | 2,145,392 | 1,536,484 | -28.4% | $330.2M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 465,105 | 729,144 | +56.8% | $170.2M |
| Bank of New York Mellon Corp | DOUBLED | 273,569 | 689,698 | +152.1% | $148.2M |
| GEODE CAPITAL MANAGEMENT, LLC | TRIM | 893,582 | 583,540 | -34.7% | $125.4M |
| Neuberger Berman Group LLC | DOUBLED | 160,000 | 546,223 | +241.4% | $117.4M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 404,791 | 530,336 | +31.0% | $114.0M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 20,441 | 500,300 | +2347.5% | $107.5M |
| Corient Private Wealth LP | ADD | 271,782 | 433,569 | +59.5% | $93.2M |
| NORGES BANK | NEW | — | 412,492 | — | $88.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 13, 2026 | PEREZ DE LA MESA MANUEL J | Director | GIFT | 3,963 | — | — |
| Jul 27, 2026 | Saik Walker | Chief Accounting Officer | TAX W/H | 22 | $184.61 | $4.1K |
| May 28, 2026 | WHALEN DAVID G | Director | L | 3 | $185.60 | $556.80 |
| May 13, 2026 | PEREZ DE LA MESA MANUEL J | Director | BUY | 10,000 | $175.95 | $1.8M |
| May 8, 2026 | WHALEN DAVID G | Director | BUY | 525 | $190.44 | $100.0K |
| May 7, 2026 | Hope James D | Director | BUY | 464 | $194.42 | $90.2K |
| May 7, 2026 | STOKELY JOHN E | Director | BUY | 1,000 | $193.07 | $193.1K |
| May 7, 2026 | PEREZ DE LA MESA MANUEL J | Director | BUY | 10,000 | $190.00 | $1.9M |
| May 4, 2026 | Watwood John Bruce | President/CEO | AWARD | 4,305 | — | — |
| May 4, 2026 | Watwood John Bruce | President/CEO | AWARD | 8,610 | — | — |