Inst. Holders
2 funds
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Feb 25, 2026 | William Blair | DOWNGRADE | Market Perform | 51% |
| Feb 3, 2026 | Roth Capital | MAINTAIN | Buy | 56% |
| May 30, 2024 | Roth MKM | MAINTAIN | Buy | 52% |
| Apr 29, 2024 | CJS Securities | INITIATE | Market Outperform | 40% |
| Mar 6, 2024 | Roth MKM | INITIATE | Buy | 52% |
| Aug 9, 2021 | Rosenblatt | MAINTAIN | Buy | 54% |
| Mar 17, 2021 | Rosenblatt | MAINTAIN | Buy | 54% |
| Nov 9, 2020 | Rosenblatt | MAINTAIN | Buy | 54% |
| Apr 22, 2020 | Rosenblatt | MAINTAIN | Buy | 54% |
| Mar 16, 2020 | Rosenblatt | INITIATE | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 0 | 7 | 4 | 1 | 0% | |
| Aug 1, 2026 | 0 | 0 | 7 | 4 | 1 | 0% | |
| Jul 1, 2026 | 0 | 0 | 7 | 4 | 1 | 0% | |
| Jun 1, 2026 | 0 | 0 | 7 | 4 | 1 | 0% | |
| May 1, 2026 | 0 | 0 | 7 | 4 | 1 | 0% | |
| Apr 1, 2026 | 1 | 3 | 5 | 0 | 0 | 44% | |
| Mar 1, 2026 | 1 | 4 | 4 | 0 | 0 | 56% | |
| Feb 1, 2026 | 2 | 4 | 2 | 0 | 0 | 75% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.37 | $0.36–$0.38 | 2.8% | -5.1% | — | $0.1B | 2 |
| Current FY | $2.24 | $2.14–$2.35 | 4.3% | -0.8% | 3↑ 0↓ | $0.6B | 4 |
| Next Q | $0.54 | $0.50–$0.58 | -1.8% | -2.4% | — | $0.1B | 2 |
| Next FY | $2.49 | $2.35–$2.60 | 10.9% | — | — | $0.6B | 3 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.370 | — |
| 7d ago | $0.390 | -0.020 |
| 30d ago | $0.390 | -0.020 |
| 60d ago | $0.390 | -0.020 |
| 90d ago | $0.390 | -0.020 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Nuveen, LLC | 78,193 | $4.8M | 100.0% | NEAR_EXIT -81.7% |
| HUNTINGTON NATIONAL BANK | 1 | $61.00 | 0.0% | NEAR_EXIT -99.3% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Nuveen, LLC | NEAR_EXIT | 428,179 | 78,193 | -81.7% | $4.8M |
| HUNTINGTON NATIONAL BANK | NEAR_EXIT | 144 | 1 | -99.3% | $61.00 |
| Magnetar Financial LLC | EXIT | 757,996 | 0 | -100.0% | $0.00 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | EXIT | 516,471 | 0 | -100.0% | $0.00 |
| WESTWOOD HOLDINGS GROUP INC | EXIT | 782,763 | 0 | -100.0% | $0.00 |
| GEODE CAPITAL MANAGEMENT, LLC | EXIT | 832,516 | 0 | -100.0% | $0.00 |
| JPMORGAN CHASE & CO | EXIT | 234,793 | 0 | -100.0% | $0.00 |
| DIMENSIONAL FUND ADVISORS LP | EXIT | 1,730,100 | 0 | -100.0% | $0.00 |
| FMR LLC | EXIT | 2,970,723 | 0 | -100.0% | $0.00 |
| GOLDMAN SACHS GROUP INC | EXIT | 486,880 | 0 | -100.0% | $0.00 |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 1, 2026 | Thames Bruce | President & CEO | AWARD | 78,307 | — | — |
| Jun 1, 2026 | Thames Bruce | President & CEO | D | 468,595 | — | — |
| Jun 1, 2026 | Buntin David | SVP, Products & Technology | AWARD | 19,386 | — | — |
| Jun 1, 2026 | Buntin David | SVP, Products & Technology | D | 99,767 | — | — |
| Jun 1, 2026 | Cerovski Thomas N | SVP, Chief Operating Officer | AWARD | 20,941 | — | — |
| Jun 1, 2026 | Cerovski Thomas N | SVP, Chief Operating Officer | D | 84,079 | — | — |
| Jun 1, 2026 | Harris-Peterson Candace | SVP, Human Resources | D | 52,063 | — | — |
| Jun 1, 2026 | Harris-Peterson Candace | SVP, Human Resources | D | 3,247 | — | — |
| Jun 1, 2026 | Roberto Kuahara | SVP, Operations | AWARD | 16,269 | — | — |
| Jun 1, 2026 | Roberto Kuahara | SVP, Operations | D | 59,807 | — | — |