Market Cap
$18.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 17, 2026 | Truist Securities | INITIATE | Buy | 55% |
| Aug 24, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 18, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 11, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 10, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 14, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 14, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 10, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jun 10, 2026 | Morgan Stanley | UPGRADE | Equal-Weight | 55% |
| May 27, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 4 | 11 | 1 | 0 | 37% | |
| Aug 1, 2026 | 2 | 5 | 11 | 1 | 0 | 37% | |
| Jul 1, 2026 | 2 | 5 | 10 | 1 | 0 | 39% | |
| Jun 1, 2026 | 2 | 5 | 9 | 2 | 0 | 39% | |
| May 1, 2026 | 1 | 5 | 10 | 2 | 0 | 33% | |
| Apr 1, 2026 | 1 | 5 | 10 | 2 | 0 | 33% | |
| Mar 1, 2026 | 1 | 5 | 10 | 2 | 0 | 33% | |
| Feb 1, 2026 | 1 | 5 | 10 | 2 | 0 | 33% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.91 | $0.84–$0.99 | 0.7% | -0.0% | 3↑ 0↓ | $1.2B | 4 |
| Next Q | $0.89 | $0.83–$0.93 | 85.0% | -1.9% | 3↑ 0↓ | $1.2B | 4 |
| Current FY | $3.70 | $3.56–$3.87 | 21.6% | -0.6% | 4↑ 0↓ | $4.8B | 4 |
| Next FY | $3.83 | $3.68–$4.01 | 3.5% | -0.5% | 4↑ 0↓ | $4.9B | 4 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.909 | — |
| 7d ago | $0.891 | +0.018 |
| 30d ago | $0.910 | -0.000 |
| 60d ago | $0.840 | +0.070 |
| 90d ago | $0.000 | +0.909 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| ALPS ADVISORS INC | 36,629,600 | $1.6B | 25.6% | — |
| Invesco Ltd. | 24,122,314 | $1.1B | 16.9% | — |
| MORGAN STANLEY | 21,230,903 | $929.1M | 14.8% | DOUBLED +366.6% |
| Blackstone Inc. | 10,367,520 | $453.7M | 7.3% | — |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 8,637,568 | $378.0M | 6.0% | — |
| GOLDMAN SACHS GROUP INC | 8,527,559 | $373.2M | 6.0% | — |
| Neuberger Berman Group LLC | 6,190,369 | $270.9M | 4.3% | — |
| UBS Group AG | 3,567,482 | $156.1M | 2.5% | — |
| Clearbridge Investments, LLC | 2,711,343 | $118.6M | 1.9% | — |
| WESTWOOD HOLDINGS GROUP INC | 2,183,188 | $95.5M | 1.5% | DOUBLED +4867.7% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | DOUBLED | 4,550,365 | 21,230,903 | +366.6% | $929.1M |
| BARCLAYS PLC | ADD | 1,061,910 | 1,336,050 | +25.8% | $58.5M |
| JPMORGAN CHASE & CO | TRIM | 1,490,494 | 980,558 | -34.2% | $42.5M |
| CIBC Bancorp USA Inc. | TRIM | 1,072,138 | 645,168 | -39.8% | $28.2M |
| CITADEL ADVISORS LLC | NEW | — | 304,274 | — | $13.3M |
| Arax Advisory Partners | DOUBLED | 1,900 | 202,996 | +10584.0% | $8.9M |
| MAI Capital Management | ADD | 47,664 | 73,587 | +54.4% | $3.2M |
| Quantinno Capital Management LP | DOUBLED | 9,105 | 42,161 | +363.1% | $1.8M |
| OSAIC HOLDINGS, INC. | ADD | 30,751 | 41,633 | +35.4% | $1.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | ADD | 27,401 | 35,290 | +28.8% | $1.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 12, 2026 | Forthuber Frederick A. | Director | BUY | 5,140 | $48.62 | $249.9K |
| Mar 11, 2026 | PHILLIPS ROBERT G | Director | BUY | 1,250 | $40.19 | $50.2K |
| Feb 12, 2026 | PHILLIPS ROBERT G | Director | EXERCISE | 4,046 | — | — |
| Feb 12, 2026 | Holderman Daniel P. | SVP & Chief Operating Officer | TAX W/H | 4,258 | $42.35 | $180.3K |
| Feb 12, 2026 | Holderman Daniel P. | SVP & Chief Operating Officer | EXERCISE | 10,819 | — | — |
| Feb 12, 2026 | Forthuber Frederick A. | Director | AWARD | 3,778 | — | — |
| Feb 12, 2026 | Shults Kristen S. | SVP & Chief Financial Officer | AWARD | 17,710 | — | — |
| Feb 12, 2026 | Shults Kristen S. | SVP & Chief Financial Officer | AWARD | 17,710 | — | — |
| Feb 12, 2026 | Shults Kristen S. | SVP & Chief Financial Officer | EXERCISE | 14,940 | — | — |
| Feb 12, 2026 | Holderman Daniel P. | SVP & Chief Operating Officer | TAX W/H | 12,114 | $42.35 | $513.0K |