Market Cap
$7.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 20, 2026 | Jefferies | DOWNGRADE | Hold | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 3 | 2 | 0 | 0 | 75% | |
| Aug 1, 2026 | 3 | 3 | 2 | 0 | 0 | 75% | |
| Jul 1, 2026 | 4 | 3 | 1 | 0 | 0 | 88% | |
| Jun 1, 2026 | 4 | 3 | 1 | 0 | 0 | 88% | |
| May 1, 2026 | 4 | 3 | 1 | 0 | 0 | 88% | |
| Apr 1, 2026 | 4 | 3 | 1 | 0 | 0 | 88% | |
| Mar 1, 2026 | 4 | 3 | 1 | 0 | 0 | 88% | |
| Feb 1, 2026 | 4 | 3 | 1 | 0 | 0 | 88% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.92 | $0.92–$0.92 | 28.3% | +12.2% | 1↑ 0↓ | $0.0B | 1 |
| Next Q | $1.15 | $1.13–$1.16 | 3.0% | -0.7% | 2↑ 0↓ | $0.0B | 2 |
| Current FY | $4.63 | $4.63–$4.63 | 73.0% | +8.3% | 1↑ 0↓ | $84.8B | 1 |
| Next FY | $4.73 | $4.73–$4.73 | 2.2% | +6.7% | 1↑ 0↓ | $0.0B | 1 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.920 | — |
| 7d ago | $0.820 | +0.100 |
| 30d ago | $0.820 | +0.100 |
| 60d ago | $0.820 | +0.100 |
| 90d ago | $0.820 | +0.100 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 11,340,734 | $1.3B | 23.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,003,159 | $474.4M | 8.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,203,895 | $379.7M | 6.6% | — |
| AMERICAN CENTURY COMPANIES INC | 2,962,664 | $351.1M | 6.1% | — |
| STATE STREET CORP | 2,901,690 | $343.8M | 6.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,081,459 | $246.7M | 4.3% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,652,900 | $195.8M | 3.4% | — |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1,295,654 | $153.5M | 2.7% | DOUBLED +276.0% |
| NORGES BANK | 1,234,843 | $146.3M | 2.5% | NEW |
| WASATCH ADVISORS LP | 1,179,158 | $139.7M | 2.4% | NEW |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JACOBS LEVY EQUITY MANAGEMENT, INC | DOUBLED | 344,567 | 1,295,654 | +276.0% | $153.5M |
| NORGES BANK | NEW | — | 1,234,843 | — | $146.3M |
| WASATCH ADVISORS LP | NEW | — | 1,179,158 | — | $139.7M |
| AMERIPRISE FINANCIAL INC | TRIM | 1,487,960 | 914,634 | -38.5% | $108.4M |
| FMR LLC | ADD | 381,721 | 676,015 | +77.1% | $80.1M |
| Rockefeller Capital Management L.P. | TRIM | 809,992 | 478,887 | -40.9% | $56.7M |
| Candriam S.C.A. | DOUBLED | 120,189 | 389,399 | +224.0% | $46.1M |
| Russell Investments Group, Ltd. | DOUBLED | 122,803 | 315,974 | +157.3% | $37.4M |
| RAYMOND JAMES FINANCIAL INC | ADD | 184,456 | 304,682 | +65.2% | $36.1M |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 32,663 | 293,020 | +797.1% | $34.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 28, 2026 | Smith Philip Andrew | Chief Executive Officer | EXERCISE | 56,250 | $8.90 | $500.6K |
| Sep 28, 2026 | Smith Philip Andrew | Chief Executive Officer | SELL | 56,250 | $65.69 | $3.7M |
| Sep 16, 2026 | Rotsztain Diego | Chief Governance/Legal Officer | SELL | 20,298 | $67.13 | $1.4M |
| Sep 15, 2026 | Maurer Mark Lowry | SELL | 50,528 | $67.02 | $3.4M | |
| Sep 14, 2026 | Maurer Mark Lowry | SELL | 52,564 | $68.83 | $3.6M | |
| Sep 14, 2026 | Maurer Mark Lowry | EXERCISE | 69,372 | $8.90 | $617.4K | |
| Sep 14, 2026 | Rotsztain Diego | Chief Governance/Legal Officer | EXERCISE | 50,625 | $12.26 | $620.7K |
| Sep 14, 2026 | Rotsztain Diego | Chief Governance/Legal Officer | SELL | 30,327 | $68.83 | $2.1M |
| Sep 14, 2026 | Perkins Abigail H | Chief Information Officer | SELL | 8,924 | $68.83 | $614.2K |
| Sep 10, 2026 | Lyon Charles M | President | GIFT | 500 | — | — |