Market Cap
$8.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Sep 30, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Sep 3, 2026 | Jefferies | INITIATE | Buy | 53% |
| Jul 31, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 31, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 16, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 15, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Jul 13, 2026 | UBS | UPGRADE | Buy | 55% |
| Jul 9, 2026 | Truist Securities | UPGRADE | Buy | 55% |
| Jul 1, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 9 | 2 | 0 | 0 | 85% | |
| Aug 1, 2026 | 2 | 9 | 2 | 0 | 0 | 85% | |
| Jul 1, 2026 | 2 | 6 | 5 | 0 | 0 | 62% | |
| Jun 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% | |
| May 1, 2026 | 2 | 7 | 3 | 0 | 0 | 75% | |
| Apr 1, 2026 | 2 | 8 | 2 | 0 | 0 | 83% | |
| Mar 1, 2026 | 2 | 8 | 2 | 0 | 0 | 83% | |
| Feb 1, 2026 | 2 | 8 | 2 | 0 | 0 | 83% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.69 | $0.66–$0.71 | — | -2.6% | 6↑ 0↓ | $1.0B | 7 |
| Next Q | $0.71 | $0.65–$0.88 | 172.6% | +5.8% | 5↑ 1↓ | $1.0B | 7 |
| Current FY | $2.88 | $2.85–$2.90 | 93.3% | -0.1% | 7↑ 0↓ | $4.2B | 8 |
| Next FY | $3.36 | $3.15–$3.48 | 16.7% | -0.3% | 7↑ 0↓ | $4.4B | 8 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.691 | — |
| 7d ago | $0.697 | -0.006 |
| 30d ago | $0.710 | -0.019 |
| 60d ago | $0.713 | -0.021 |
| 90d ago | $0.662 | +0.029 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 15,931,864 | $1.4B | 17.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,942,655 | $703.7M | 8.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,173,963 | $635.6M | 7.7% | — |
| STATE STREET CORP | 5,063,616 | $448.6M | 5.4% | — |
| TWO SIGMA INVESTMENTS, LP | 3,355,801 | $297.3M | 3.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,291,746 | $291.7M | 3.5% | ADD +35.9% |
| GOLDMAN SACHS GROUP INC | 2,880,302 | $255.2M | 3.1% | — |
| MORGAN STANLEY | 2,831,377 | $250.9M | 3.0% | — |
| Castle Hook Partners LP | 2,226,617 | $197.3M | 2.4% | — |
| UBS Group AG | 2,211,844 | $196.0M | 2.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 2,421,376 | 3,291,746 | +35.9% | $291.7M |
| NORGES BANK | NEW | — | 2,199,433 | — | $194.9M |
| JANE STREET GROUP, LLC | TRIM | 3,036,168 | 2,147,614 | -29.3% | $190.3M |
| FMR LLC | TRIM | 2,502,635 | 1,806,205 | -27.8% | $160.0M |
| MARSHALL WACE, LLP | ADD | 1,334,194 | 1,668,684 | +25.1% | $147.8M |
| RAYMOND JAMES FINANCIAL INC | ADD | 990,405 | 1,563,715 | +57.9% | $138.5M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 926,814 | 1,553,563 | +67.6% | $137.6M |
| Qube Research & Technologies Ltd | ADD | 820,175 | 1,136,983 | +38.6% | $100.7M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | DOUBLED | 188,383 | 1,045,370 | +454.9% | $92.6M |
| BANK OF NOVA SCOTIA | DOUBLED | 241,293 | 895,593 | +271.2% | $79.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | Ward Pat | Director | AWARD | 2 | — | — |
| Sep 10, 2026 | Somasundaram Sivasankaran | Director | AWARD | 2 | — | — |
| Sep 10, 2026 | Gibbons Peter D | Director | AWARD | 2 | — | — |
| Sep 10, 2026 | Barresi John S | Chief Accounting Officer | AWARD | 19 | — | — |
| Sep 10, 2026 | Oplinger William F | Director | AWARD | 2 | — | — |
| Sep 10, 2026 | Barresi John S | Chief Accounting Officer | AWARD | 4 | — | — |
| Sep 10, 2026 | Sewell David B | President and CEO | AWARD | 119 | — | — |
| Sep 10, 2026 | Trerotola Matthew L. | Director | AWARD | 2 | — | — |
| Sep 10, 2026 | Gautam Rajeev | Director | AWARD | 2 | — | — |
| Sep 10, 2026 | Sewell David B | President and CEO | AWARD | 56 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 11, 2026 | Kelly Morrison | D | HOUSE | SELL | $1,001 - $15,000 | SOLSTICE ADVANCED MTRILS INC | Aug 26, 2026(16d) |
| Aug 5, 2026 | Kevin Hern | R | HOUSE | SELL | $1,001 - $15,000 | SOLSTICE ADVANCED MTRILS INC | Sep 2, 2026(29d) |
| Halted | Code | Reason | Status |
|---|---|---|---|
| Aug 27, 2026 | T1 | News Pending | Not resumed |
| Aug 27, 2026 | T2 | News Released | Not resumed |
| Aug 27, 2026 | T3 | Resumption Scheduled | Resumed |
| Jul 6, 2026 | T3 | Resumption Scheduled | Resumed |