Market Cap
$17.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 24, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Sep 15, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Sep 14, 2026 | UBS | MAINTAIN | Buy | 55% |
| Sep 3, 2026 | Seaport Global | INITIATE | Buy | 51% |
| Aug 13, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 10, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 17, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 15, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 13, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jun 29, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 19 | 3 | 0 | 0 | 90% | |
| Aug 1, 2026 | 9 | 19 | 3 | 0 | 0 | 90% | |
| Jul 1, 2026 | 9 | 19 | 3 | 0 | 0 | 90% | |
| Jun 1, 2026 | 9 | 18 | 4 | 0 | 0 | 87% | |
| May 1, 2026 | 9 | 19 | 4 | 0 | 0 | 88% | |
| Apr 1, 2026 | 9 | 21 | 3 | 0 | 0 | 91% | |
| Mar 1, 2026 | 9 | 20 | 3 | 0 | 0 | 91% | |
| Feb 1, 2026 | 9 | 20 | 3 | 0 | 0 | 91% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.55 | $0.37–$0.68 | 47.6% | +1.4% | 14↑ 0↓ | $1.7B | 18 |
| Next Q | $0.58 | $0.45–$0.83 | 56.2% | +2.6% | 12↑ 2↓ | $1.8B | 17 |
| Current FY | $2.27 | $1.90–$2.60 | 58.4% | +3.9% | 16↑ 0↓ | $6.7B | 19 |
| Next FY | $2.24 | $1.42–$2.86 | -1.2% | +2.6% | 13↑ 3↓ | $6.9B | 20 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.546 | — |
| 7d ago | $0.540 | +0.006 |
| 30d ago | $0.539 | +0.007 |
| 60d ago | $0.481 | +0.066 |
| 90d ago | $0.530 | +0.017 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 79,044,298 | $1.5B | 14.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 41,264,996 | $759.7M | 7.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 35,747,918 | $658.1M | 6.4% | — |
| STATE STREET CORP | 27,699,371 | $509.9M | 5.0% | — |
| DIMENSIONAL FUND ADVISORS LP | 27,193,401 | $500.6M | 4.9% | — |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 20,979,855 | $386.2M | 3.8% | TRIM -39.3% |
| Capital World Investors | 20,324,301 | $374.2M | 3.7% | DOUBLED +540.8% |
| WELLINGTON MANAGEMENT GROUP LLP | 20,156,113 | $371.1M | 3.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 18,201,110 | $335.2M | 3.3% | ADD +28.0% |
| Boston Partners | 18,115,841 | $333.6M | 3.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | TRIM | 34,573,010 | 20,979,855 | -39.3% | $386.2M |
| Capital World Investors | DOUBLED | 3,171,668 | 20,324,301 | +540.8% | $374.2M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 14,225,150 | 18,201,110 | +28.0% | $335.2M |
| Qube Research & Technologies Ltd | ADD | 4,982,531 | 7,742,626 | +55.4% | $142.5M |
| Bank of New York Mellon Corp | TRIM | 15,240,038 | 7,556,797 | -50.4% | $139.1M |
| MORGAN STANLEY | ADD | 5,936,789 | 7,503,487 | +26.4% | $138.1M |
| ALLIANCEBERNSTEIN L.P. | ADD | 4,720,910 | 6,324,511 | +34.0% | $134.8M |
| UBS Group AG | ADD | 4,105,570 | 6,052,323 | +47.4% | $111.4M |
| Holocene Advisors, LP | DOUBLED | 754,496 | 5,454,329 | +622.9% | $100.4M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 1,656,619 | 4,106,575 | +147.9% | $75.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 3, 2026 | Bell John Charles | EVP, General Counsel | SELL | 5,492 | $23.75 | $130.5K |
| Sep 3, 2026 | Shannon Robert Regan | EVP, Chief Accounting Officer | SELL | 5,104 | $23.75 | $121.2K |
| Sep 3, 2026 | Oliphint Guy M | EVP, Chief Financial Officer | SELL | 5,103 | $23.75 | $121.2K |
| Sep 1, 2026 | Shannon Robert Regan | EVP, Chief Accounting Officer | AWARD | 24,306 | — | — |
| Sep 1, 2026 | Oliphint Guy M | EVP, Chief Financial Officer | AWARD | 24,306 | — | — |
| Sep 1, 2026 | Bell John Charles | EVP, General Counsel | AWARD | 24,306 | — | — |
| Aug 26, 2026 | GRAY STEVEN D | Director | GIFT | 24,000 | — | — |
| Aug 24, 2026 | Tichio Robert M. | Director | GIFT | 4,100 | — | — |
| Aug 24, 2026 | Tichio Robert M. | Director | GIFT | 3,100 | — | — |
| Aug 4, 2026 | Quinn William J | Director | AWARD | 14,045 | — | — |