Market Cap
$471.1M
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 8, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 13, 2026 | JP Morgan | UPGRADE | Neutral | 55% |
| Jun 2, 2026 | Baird | MAINTAIN | Neutral | 54% |
| May 28, 2026 | UBS | DOWNGRADE | Neutral | 55% |
| May 27, 2026 | William Blair | DOWNGRADE | Market Perform | 51% |
| May 27, 2026 | CJS Securities | DOWNGRADE | Market Perform | 40% |
| May 27, 2026 | JP Morgan | DOWNGRADE | Underweight | 55% |
| May 27, 2026 | Deutsche Bank | DOWNGRADE | Hold | 58% |
| May 27, 2026 | Baird | DOWNGRADE | Neutral | 54% |
| May 15, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 0 | 10 | 1 | 2 | 0% | |
| Aug 1, 2026 | 0 | 0 | 10 | 1 | 2 | 0% | |
| Jul 1, 2026 | 0 | 0 | 9 | 2 | 2 | 0% | |
| Jun 1, 2026 | 0 | 0 | 9 | 2 | 2 | 0% | |
| May 1, 2026 | 5 | 6 | 3 | 0 | 0 | 79% | |
| Apr 1, 2026 | 5 | 6 | 3 | 0 | 0 | 79% | |
| Mar 1, 2026 | 5 | 6 | 3 | 0 | 0 | 79% | |
| Feb 1, 2026 | 5 | 6 | 3 | 0 | 0 | 79% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.26 | $0.24–$0.28 | -28.6% | -26.6% | 0↑ 6↓ | $0.2B | 8 |
| Next Q | $0.24 | $0.22–$0.26 | -19.2% | -16.1% | 0↑ 5↓ | $0.2B | 8 |
| Current FY | $1.14 | $1.13–$1.17 | -13.6% | -7.1% | 0↑ 7↓ | $1.0B | 8 |
| Next FY | $0.95 | $0.83–$1.14 | -16.9% | -7.2% | 1↑ 6↓ | $0.9B | 8 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.264 | — |
| 7d ago | $0.264 | — |
| 30d ago | $0.360 | -0.096 |
| 60d ago | $0.360 | -0.096 |
| 90d ago | $0.360 | -0.096 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 29,011,916 | $123.3M | 22.1% | — |
| AMERIPRISE FINANCIAL INC | 9,314,455 | $39.6M | 7.1% | DOUBLED +1168.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,624,112 | $28.2M | 5.1% | — |
| STATE STREET CORP | 6,234,282 | $26.5M | 4.8% | — |
| D. E. Shaw & Co., Inc. | 5,878,842 | $25.0M | 4.5% | DOUBLED +119.9% |
| BANK OF MONTREAL /CAN/ | 5,798,830 | $24.6M | 4.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,010,880 | $21.3M | 3.8% | TRIM -39.4% |
| MILLENNIUM MANAGEMENT LLC | 4,616,011 | $19.6M | 3.5% | DOUBLED +466.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,921,559 | $16.7M | 3.0% | — |
| MACKENZIE FINANCIAL CORP | 3,835,537 | $16.3M | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | DOUBLED | 734,553 | 9,314,455 | +1168.0% | $39.6M |
| D. E. Shaw & Co., Inc. | DOUBLED | 2,672,998 | 5,878,842 | +119.9% | $25.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | TRIM | 8,270,516 | 5,010,880 | -39.4% | $21.3M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 815,551 | 4,616,011 | +466.0% | $19.6M |
| GOLDMAN SACHS GROUP INC | ADD | 2,779,901 | 3,677,544 | +32.3% | $15.6M |
| FEDERATED HERMES, INC. | NEW | — | 3,050,015 | — | $13.0M |
| DAVENPORT & Co LLC | ADD | 1,356,925 | 2,630,630 | +93.9% | $11.2M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 5,469,915 | 1,870,489 | -65.8% | $7.9M |
| JPMORGAN CHASE & CO | TRIM | 4,485,100 | 1,619,914 | -63.9% | $7.1M |
| WESTWOOD HOLDINGS GROUP INC | TRIM | 4,499,500 | 1,201,719 | -73.3% | $5.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 19, 2026 | Keyser Jonathan | Interim President and CEO | TAX W/H | 1,801 | $3.48 | $6.3K |
| Sep 19, 2026 | Keyser Jonathan | Interim President and CEO | EXERCISE | 4,256 | — | — |
| Aug 9, 2026 | Patel Hiten M | Chief Accounting Officer | EXERCISE | 1,006 | — | — |
| Aug 9, 2026 | Patel Hiten M | Chief Accounting Officer | EXERCISE | 3,184 | — | — |
| Aug 9, 2026 | Patel Hiten M | Chief Accounting Officer | TAX W/H | 425 | $4.90 | $2.1K |
| Aug 9, 2026 | Patel Hiten M | Chief Accounting Officer | TAX W/H | 1,347 | $4.90 | $6.6K |
| Aug 7, 2026 | Moser Stacey | Chief Customer Officer | EXERCISE | 13,502 | — | — |
| Aug 7, 2026 | Moser Stacey | Chief Customer Officer | TAX W/H | 4,844 | $4.90 | $23.7K |
| Jun 16, 2026 | Moser Stacey | Chief Customer Officer | AWARD | 24,900 | — | — |
| Jun 16, 2026 | Patel Hiten M | Chief Accounting Officer | AWARD | 29,880 | — | — |