Market Cap
$8.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Sep 30, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Sep 22, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Sep 22, 2026 | Raymond James | INITIATE | Outperform | 54% |
| Aug 10, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 27, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Jul 27, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 24, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Jul 23, 2026 | Stephens & Co. | MAINTAIN | Overweight | 54% |
| Jul 23, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 10 | 5 | 0 | 0 | 74% | |
| Aug 1, 2026 | 4 | 10 | 5 | 0 | 0 | 74% | |
| Jul 1, 2026 | 4 | 10 | 5 | 0 | 0 | 74% | |
| Jun 1, 2026 | 4 | 10 | 5 | 0 | 0 | 74% | |
| May 1, 2026 | 4 | 10 | 5 | 0 | 0 | 74% | |
| Apr 1, 2026 | 4 | 11 | 4 | 0 | 0 | 79% | |
| Mar 1, 2026 | 5 | 12 | 2 | 1 | 0 | 85% | |
| Feb 1, 2026 | 5 | 11 | 2 | 1 | 0 | 84% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.44 | $2.18–$2.71 | 13.6% | -0.2% | 1↑ 10↓ | $1.0B | 13 |
| Next Q | $2.58 | $2.28–$2.86 | 2.9% | -1.2% | 2↑ 9↓ | $1.0B | 13 |
| Current FY | $8.89 | $8.00–$10.05 | 5.6% | -0.3% | 1↑ 9↓ | $4.0B | 13 |
| Next FY | $11.23 | $10.37–$11.71 | 26.4% | -0.5% | 3↑ 9↓ | $4.3B | 13 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.445 | — |
| 7d ago | $2.445 | +0.000 |
| 30d ago | $2.451 | -0.006 |
| 60d ago | $2.468 | -0.024 |
| 90d ago | $2.608 | -0.163 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 11,276,134 | $926.9M | 15.3% | — |
| Invesco Ltd. | 5,871,003 | $482.6M | 8.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,439,993 | $447.2M | 7.4% | — |
| AQR CAPITAL MANAGEMENT LLC | 5,151,917 | $423.0M | 7.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,673,084 | $384.1M | 6.3% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 4,389,690 | $360.8M | 6.0% | — |
| STATE STREET CORP | 4,271,252 | $351.1M | 5.8% | — |
| DIMENSIONAL FUND ADVISORS LP | 4,024,180 | $330.8M | 5.5% | — |
| FMR LLC | 2,373,997 | $195.1M | 3.2% | — |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 2,120,791 | $174.3M | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,458,937 | — | $119.9M |
| AMERIPRISE FINANCIAL INC | ADD | 891,509 | 1,241,477 | +39.3% | $102.1M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 287,109 | 1,179,771 | +310.9% | $97.0M |
| GOLDMAN SACHS GROUP INC | ADD | 462,050 | 748,791 | +62.1% | $61.6M |
| ALLIANCEBERNSTEIN L.P. | TRIM | 1,008,275 | 670,060 | -33.5% | $47.5M |
| D. E. Shaw & Co., Inc. | DOUBLED | 129,798 | 525,608 | +304.9% | $43.2M |
| Bridgewater Associates, LP | DOUBLED | 190,800 | 401,678 | +110.5% | $33.0M |
| Quantinno Capital Management LP | ADD | 249,103 | 373,332 | +49.9% | $30.7M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 682,909 | 309,500 | -54.7% | $25.4M |
| FIRST TRUST ADVISORS LP | ADD | 220,556 | 291,761 | +32.3% | $24.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Nachlas Emily | Chief Risk Officer | EXERCISE | 72 | — | — |
| Sep 15, 2026 | Nachlas Emily | Chief Risk Officer | D | 64 | $79.03 | $5.1K |
| Sep 15, 2026 | Herndon Lynne | Chief Credit Officer | EXERCISE | 35 | — | — |
| Sep 15, 2026 | Boothe Timothy W | Chief Administration Officer | EXERCISE | 97 | — | — |
| Sep 15, 2026 | Boothe Timothy W | Chief Administration Officer | D | 97 | $79.03 | $7.7K |
| Sep 15, 2026 | Vecchione Kenneth | Chairman, President & CEO | D | 437 | $79.03 | $34.5K |
| Sep 15, 2026 | Vecchione Kenneth | Chairman, President & CEO | EXERCISE | 595 | — | — |
| Sep 15, 2026 | Kennedy Barbara | Chief Human Resources Officer | EXERCISE | 101 | — | — |
| Sep 15, 2026 | Kennedy Barbara | Chief Human Resources Officer | D | 82 | $79.03 | $6.5K |
| Sep 15, 2026 | Bruckner Tim R | CBO for Regional Banking | EXERCISE | 158 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 19, 2026 | Anthony Wied | R | HOUSE | SELL | $50,001 - $100,000 | Western Alliance Bancorporation | Mar 12, 2026(22d) |
| Feb 9, 2026 | Anthony Wied | R | HOUSE | SELL | $50,001 - $100,000 | Western Alliance Bancorporation | Mar 12, 2026(32d) |