Market Cap
$4.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Wells Fargo | DOWNGRADE | Equal-Weight | 54% |
| Oct 2, 2026 | Rosenblatt | MAINTAIN | Neutral | 54% |
| Aug 7, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 7, 2026 | Rosenblatt | MAINTAIN | Neutral | 54% |
| Jul 21, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Jul 1, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jun 29, 2026 | Deutsche Bank | DOWNGRADE | Hold | 58% |
| Jun 29, 2026 | Barclays | DOWNGRADE | Equal-Weight | 54% |
| Jun 26, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jun 26, 2026 | Rosenblatt | DOWNGRADE | Neutral | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 7 | 10 | 0 | 0 | 47% | |
| Aug 1, 2026 | 2 | 7 | 10 | 0 | 0 | 47% | |
| Jul 1, 2026 | 2 | 7 | 11 | 0 | 0 | 45% | |
| Jun 1, 2026 | 2 | 13 | 5 | 0 | 0 | 75% | |
| May 1, 2026 | 2 | 13 | 5 | 0 | 0 | 75% | |
| Apr 1, 2026 | 2 | 13 | 5 | 0 | 0 | 75% | |
| Mar 1, 2026 | 2 | 13 | 5 | 0 | 0 | 75% | |
| Feb 1, 2026 | 2 | 13 | 5 | 0 | 0 | 75% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.25 | $1.12–$1.35 | 14.6% | +0.0% | 0↑ 2↓ | $0.3B | 12 |
| Next Q | $1.35 | $1.15–$1.52 | 11.6% | +0.0% | 0↑ 3↓ | $0.3B | 12 |
| Current FY | $5.18 | $4.64–$5.61 | 13.0% | +0.0% | 0↑ 2↓ | $1.3B | 11 |
| Next FY | $6.58 | $5.86–$6.98 | 27.0% | +0.0% | 1↑ 0↓ | $1.5B | 6 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.249 | — |
| 7d ago | $1.249 | — |
| 30d ago | $1.249 | — |
| 60d ago | $1.258 | -0.009 |
| 90d ago | $1.260 | -0.011 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 7,481,694 | $929.5M | 19.4% | — |
| BlackRock, Inc. | 4,983,061 | $619.0M | 12.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,617,281 | $325.1M | 6.8% | — |
| STATE STREET CORP | 2,114,506 | $262.7M | 5.5% | — |
| FMR LLC | 1,829,931 | $227.3M | 4.7% | — |
| UBS Group AG | 1,805,544 | $224.3M | 4.7% | TRIM -32.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,679,684 | $208.7M | 4.4% | — |
| Orbis Allan Gray Ltd | 1,422,657 | $176.7M | 3.7% | — |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,239,622 | $154.0M | 3.2% | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | 1,076,383 | $133.7M | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| UBS Group AG | TRIM | 1,103,975 | 742,597 | -32.7% | $92.3M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 166,854 | 370,582 | +122.1% | $46.0M |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 758,323 | 330,092 | -56.5% | $41.0M |
| Bank of New York Mellon Corp | TRIM | 848,368 | 282,048 | -66.8% | $35.0M |
| BANK OF AMERICA CORP /DE/ | TRIM | 362,693 | 263,912 | -27.2% | $32.8M |
| JANE STREET GROUP, LLC | NEW | — | 257,984 | — | $32.0M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | NEW | — | 226,677 | — | $28.2M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | TRIM | 347,525 | 205,414 | -40.9% | $25.5M |
| LMR Partners LLP | NEW | — | 200,000 | — | $24.8M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | NEW | — | 173,668 | — | $21.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 25, 2026 | Song Esther | See Remarks | SELL | 147 | $100.00 | $14.7K |
| Sep 21, 2026 | Patel Rahul G. | See remarks below | SELL | 2,276 | $93.83 | $213.6K |
| Sep 18, 2026 | Bodensteiner Lisa | See Remarks | SELL | 334 | $92.63 | $30.9K |
| Sep 18, 2026 | Song Esther | See Remarks | SELL | 63 | $92.63 | $5.8K |
| Sep 17, 2026 | Ganesan Satish | See Remarks | TAX W/H | 147 | $91.12 | $13.4K |
| Sep 17, 2026 | Song Esther | See Remarks | TAX W/H | 138 | $91.12 | $12.6K |
| Sep 17, 2026 | Bodensteiner Lisa | See Remarks | TAX W/H | 782 | $91.12 | $71.3K |
| Aug 25, 2026 | Gupta Vikram | See Remarks | SELL | 2,300 | $94.06 | $216.3K |
| Aug 25, 2026 | Gupta Vikram | See Remarks | SELL | 1,977 | $95.00 | $187.8K |
| Aug 19, 2026 | Patel Rahul G. | See remarks below | SELL | 2,276 | $105.39 | $239.9K |