Market Cap
$14.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 3, 2026 | Seaport Global | INITIATE | Buy | 51% |
| Aug 17, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 4, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 20, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jun 29, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| May 29, 2026 | RBC Capital | INITIATE | Outperform | 55% |
| May 27, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| May 26, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 26, 2026 | Raymond James | MAINTAIN | Outperform | 54% |
| May 15, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 19 | 1 | 0 | 0 | 96% | |
| Aug 1, 2026 | 6 | 18 | 1 | 0 | 0 | 96% | |
| Jul 1, 2026 | 6 | 18 | 1 | 0 | 0 | 96% | |
| Jun 1, 2026 | 6 | 18 | 1 | 0 | 0 | 96% | |
| May 1, 2026 | 7 | 17 | 1 | 0 | 0 | 96% | |
| Apr 1, 2026 | 6 | 18 | 2 | 0 | 0 | 92% | |
| Mar 1, 2026 | 6 | 17 | 2 | 0 | 0 | 92% | |
| Feb 1, 2026 | 6 | 17 | 2 | 0 | 0 | 92% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.63 | $0.34–$0.88 | 57.5% | +0.3% | 6↑ 2↓ | $0.6B | 13 |
| Next Q | $0.73 | $0.32–$1.65 | 135.5% | +15.4% | 5↑ 2↓ | $0.6B | 12 |
| Current FY | $2.61 | $1.38–$3.61 | 57.3% | +4.0% | 3↑ 5↓ | $2.3B | 15 |
| Next FY | $2.52 | $1.31–$3.32 | -3.5% | +1.6% | 4↑ 5↓ | $2.3B | 14 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.630 | — |
| 7d ago | $0.651 | -0.021 |
| 30d ago | $0.628 | +0.002 |
| 60d ago | $0.630 | -0.000 |
| 90d ago | $0.689 | -0.059 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Capital World Investors | 26,471,437 | $1.1B | 18.8% | — |
| BlackRock, Inc. | 19,225,221 | $815.1M | 13.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9,067,394 | $384.5M | 6.4% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 8,696,506 | $368.7M | 6.2% | TRIM -25.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 8,427,152 | $357.3M | 6.0% | — |
| STATE STREET CORP | 7,563,443 | $320.7M | 5.4% | — |
| FIL Ltd | 5,646,200 | $239.4M | 4.0% | — |
| D. E. Shaw & Co., Inc. | 5,466,523 | $231.8M | 3.9% | — |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 5,426,609 | $230.1M | 3.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,761,206 | $159.5M | 2.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 11,611,364 | 8,696,506 | -25.1% | $368.7M |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 797,278 | 1,605,478 | +101.4% | $68.1M |
| CIBC Bancorp USA Inc. | TRIM | 1,400,030 | 985,255 | -29.6% | $41.8M |
| Qube Research & Technologies Ltd | NEW | — | 853,057 | — | $36.2M |
| LOOMIS SAYLES & CO L P | TRIM | 859,421 | 620,376 | -27.8% | $26.3M |
| BANK OF AMERICA CORP /DE/ | TRIM | 795,347 | 560,953 | -29.5% | $23.8M |
| Boston Partners | TRIM | 951,308 | 545,292 | -42.7% | $23.1M |
| Nuveen, LLC | ADD | 258,473 | 501,492 | +94.0% | $21.3M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 680,138 | 471,712 | -30.6% | $20.0M |
| GOLDMAN SACHS GROUP INC | TRIM | 1,330,230 | 468,952 | -64.7% | $19.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Grotzinger John P. | Director | AWARD | 2,606 | — | — |
| Sep 1, 2026 | Diamondback Energy, Inc. | 10%+ Owner | AWARD | 1,007,000 | — | — |
| Sep 1, 2026 | Diamondback Energy, Inc. | 10%+ Owner | AWARD | 2,808,459 | — | — |
| Sep 1, 2026 | Diamondback Energy, Inc. | 10%+ Owner | AWARD | 2,808,459 | — | — |
| Sep 1, 2026 | Diamondback Energy, Inc. | 10%+ Owner | AWARD | 1,007,000 | — | — |
| May 19, 2026 | Hu Frank C. | Director | AWARD | 3,612 | — | — |
| May 19, 2026 | Stice Travis D. | Director | AWARD | 3,612 | — | — |
| May 19, 2026 | Rubin James L. | Director | AWARD | 3,612 | — | — |
| May 19, 2026 | Armour Spencer D III | Director | AWARD | 3,612 | — | — |
| May 19, 2026 | PERRY WILLIAM WESLEY | Director | AWARD | 3,612 | — | — |