Market Cap
$5.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | B of A Securities | UPGRADE | Buy | 54% |
| Aug 25, 2026 | Needham | MAINTAIN | Buy | 50% |
| Aug 11, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 10, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Aug 7, 2026 | Piper Sandler | REITERATE | Overweight | 54% |
| Jul 31, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jul 28, 2026 | UBS | INITIATE | Neutral | 55% |
| Jul 15, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Jul 9, 2026 | BMO Capital | INITIATE | Outperform | 53% |
| Jun 8, 2026 | Piper Sandler | UPGRADE | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 7 | 11 | 0 | 0 | 42% | |
| Aug 1, 2026 | 1 | 7 | 11 | 0 | 0 | 42% | |
| Jul 1, 2026 | 1 | 6 | 10 | 0 | 0 | 41% | |
| Jun 1, 2026 | 1 | 5 | 11 | 0 | 0 | 35% | |
| May 1, 2026 | 1 | 4 | 12 | 0 | 0 | 29% | |
| Apr 1, 2026 | 1 | 4 | 11 | 1 | 0 | 29% | |
| Mar 1, 2026 | 1 | 4 | 12 | 1 | 0 | 28% | |
| Feb 1, 2026 | 1 | 4 | 12 | 1 | 0 | 28% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.89 | $1.76–$2.04 | -48.6% | -0.0% | 10↑ 0↓ | $0.6B | 12 |
| Next Q | $2.12 | $1.92–$2.68 | 9.8% | +0.0% | 4↑ 5↓ | $0.6B | 12 |
| Current FY | $7.08 | $7.01–$7.26 | 1.4% | -0.0% | 10↑ 0↓ | $2.3B | 11 |
| Next FY | $10.95 | $9.84–$11.35 | 54.7% | -0.0% | 10↑ 2↓ | $2.4B | 13 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.887 | — |
| 7d ago | $1.888 | -0.001 |
| 30d ago | $1.888 | -0.001 |
| 60d ago | $1.806 | +0.082 |
| 90d ago | $1.832 | +0.055 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,431,818 | $688.5M | 16.1% | — |
| Jupiter Topco LLC | 4,342,512 | $550.5M | 12.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,416,998 | $306.4M | 7.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,995,717 | $253.0M | 5.9% | — |
| STATE STREET CORP | 1,484,039 | $188.1M | 4.4% | — |
| MILLENNIUM MANAGEMENT LLC | 1,442,103 | $182.8M | 4.3% | DOUBLED +111.4% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1,320,946 | $167.4M | 3.9% | ADD +95.7% |
| DIMENSIONAL FUND ADVISORS LP | 1,152,695 | $146.1M | 3.4% | — |
| CITADEL ADVISORS LLC | 1,140,950 | $144.6M | 3.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,039,977 | $131.9M | 3.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 682,058 | 1,442,103 | +111.4% | $182.8M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 198,590 | 905,779 | +356.1% | $114.8M |
| Holocene Advisors, LP | DOUBLED | 415,335 | 886,281 | +113.4% | $112.3M |
| NORGES BANK | NEW | — | 684,425 | — | $86.8M |
| JPMORGAN CHASE & CO | DOUBLED | 66,199 | 394,502 | +495.9% | $50.6M |
| UBS Group AG | ADD | 197,347 | 391,891 | +98.6% | $49.7M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 86,809 | 305,197 | +251.6% | $38.7M |
| Quantinno Capital Management LP | DOUBLED | 53,766 | 158,306 | +194.4% | $20.1M |
| Select Equity Group, L.P. | DOUBLED | 13,009 | 136,796 | +951.5% | $17.3M |
| BARCLAYS PLC | DOUBLED | 40,848 | 133,758 | +227.5% | $17.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | Salmon Sean | Director | AWARD | 4,444 | — | — |
| Sep 8, 2026 | Salmon Sean | Director | AWARD | 674 | — | — |
| Jun 8, 2026 | Weidman Jason R. | President and CEO | AWARD | 53,983 | — | — |
| Jun 8, 2026 | Weidman Jason R. | President and CEO | AWARD | 26,071 | — | — |
| Jun 8, 2026 | RANDLE STUART A | Director | AWARD | 995 | — | — |
| Jun 8, 2026 | RANDLE STUART A | Director | AWARD | 2,192 | — | — |
| Jun 8, 2026 | RANDLE STUART A | Director | AWARD | 4,663 | — | — |
| Jun 7, 2026 | RANDLE STUART A | Director | TAX W/H | 4,054 | $129.84 | $526.4K |
| May 15, 2026 | TOKICH MICHAEL J | Director | AWARD | 4,793 | — | — |
| May 15, 2026 | Patil Neena M | Director | AWARD | 1,090 | — | — |