Market Cap
$3.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 30, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 30, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 30, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 30, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Jul 30, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 30, 2026 | Stifel | DOWNGRADE | Hold | 54% |
| Jul 28, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jul 14, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 13, 2026 | Keybanc | INITIATE | Overweight | 52% |
| Jun 22, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 8 | 6 | 0 | 0 | 68% | |
| Aug 1, 2026 | 5 | 8 | 6 | 0 | 0 | 68% | |
| Jul 1, 2026 | 6 | 7 | 5 | 0 | 0 | 72% | |
| Jun 1, 2026 | 6 | 7 | 5 | 0 | 0 | 72% | |
| May 1, 2026 | 5 | 7 | 6 | 0 | 0 | 67% | |
| Apr 1, 2026 | 5 | 7 | 6 | 0 | 0 | 67% | |
| Mar 1, 2026 | 5 | 7 | 6 | 0 | 0 | 67% | |
| Feb 1, 2026 | 5 | 7 | 5 | 1 | 0 | 67% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.53 | $1.43–$1.62 | 6.7% | -1.2% | 2↑ 4↓ | $1.3B | 8 |
| Next Q | $-0.10 | $-0.15–$-0.06 | -4.4% | +22.0% | 4↑ 2↓ | $1.1B | 8 |
| Current FY | $4.23 | $3.93–$4.42 | 6.4% | -4.6% | 1↑ 6↓ | $4.9B | 8 |
| Next FY | $5.14 | $4.87–$5.41 | 21.7% | -5.1% | 0↑ 7↓ | $5.1B | 8 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.530 | — |
| 7d ago | $1.530 | — |
| 30d ago | $1.548 | -0.018 |
| 60d ago | $1.548 | -0.018 |
| 90d ago | $1.548 | -0.018 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,048,143 | $234.3M | 7.1% | — |
| BAMCO INC /NY/ | 2,028,799 | $232.1M | 7.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,004,438 | $229.3M | 6.9% | — |
| BlackRock, Inc. | 1,934,754 | $221.4M | 6.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,727,897 | $197.7M | 6.0% | — |
| WASATCH ADVISORS LP | 1,269,677 | $145.3M | 4.4% | TRIM -40.2% |
| AQR CAPITAL MANAGEMENT LLC | 1,234,583 | $140.5M | 4.2% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,062,370 | $121.5M | 3.7% | ADD +31.9% |
| Amundi | 1,048,747 | $120.0M | 3.6% | ADD +49.0% |
| Capital World Investors | 991,818 | $113.5M | 3.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WASATCH ADVISORS LP | TRIM | 2,121,524 | 1,269,677 | -40.2% | $145.3M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 805,336 | 1,062,370 | +31.9% | $121.5M |
| Amundi | ADD | 703,767 | 1,048,747 | +49.0% | $120.0M |
| CITADEL ADVISORS LLC | ADD | 594,728 | 983,646 | +65.4% | $112.5M |
| Neuberger Berman Group LLC | ADD | 535,726 | 711,289 | +32.8% | $81.4M |
| Qube Research & Technologies Ltd | DOUBLED | 143,241 | 630,595 | +340.2% | $72.1M |
| BALYASNY ASSET MANAGEMENT L.P. | NEW | — | 456,856 | — | $52.3M |
| BANK OF AMERICA CORP /DE/ | ADD | 280,204 | 428,517 | +52.9% | $49.0M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | DOUBLED | 5,944 | 403,430 | +6687.2% | $46.2M |
| AMERIPRISE FINANCIAL INC | TRIM | 670,506 | 402,979 | -39.9% | $46.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 26, 2026 | BLACK DOUG | CEO | BUY | 5,000 | $96.13 | $480.6K |
| Aug 4, 2026 | BLACK DOUG | CEO | BUY | 4,000 | $102.13 | $408.5K |
| Aug 4, 2026 | BLACK DOUG | CEO | BUY | 4,000 | $101.94 | $407.8K |
| Jun 2, 2026 | Jackson Travis Ryan | General Counsel & Secretary | EXERCISE | 547 | — | — |
| Jun 2, 2026 | Jackson Travis Ryan | General Counsel & Secretary | TAX W/H | 160 | $103.82 | $16.6K |
| May 28, 2026 | Diaz Fred M | Director | SELL | 562 | $112.52 | $63.2K |
| May 27, 2026 | Diaz Fred M | Director | SELL | 563 | $115.13 | $64.8K |
| May 13, 2026 | Diaz Fred M | Director | AWARD | 1,186 | — | — |
| May 13, 2026 | Douglas William W III | Director | AWARD | 1,186 | — | — |
| May 13, 2026 | Drake Larisa | Director | AWARD | 1,186 | — | — |