Market Cap
$8.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 11, 2026 | UBS | MAINTAIN | Buy | 55% |
| Sep 2, 2026 | Wolfe Research | INITIATE | Outperform | 52% |
| Aug 6, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Aug 5, 2026 | Macquarie | MAINTAIN | Outperform | 55% |
| Aug 5, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 5, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 28, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 16, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 15, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 14, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 20 | 1 | 0 | 0 | 96% | |
| Aug 1, 2026 | 7 | 20 | 1 | 0 | 0 | 96% | |
| Jul 1, 2026 | 7 | 19 | 1 | 0 | 0 | 96% | |
| Jun 1, 2026 | 7 | 19 | 1 | 0 | 0 | 96% | |
| May 1, 2026 | 7 | 19 | 1 | 0 | 0 | 96% | |
| Apr 1, 2026 | 7 | 19 | 1 | 0 | 0 | 96% | |
| Mar 1, 2026 | 7 | 19 | 1 | 0 | 0 | 96% | |
| Feb 1, 2026 | 7 | 19 | 1 | 0 | 0 | 96% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.92 | $0.50–$1.36 | 6.4% | +1.3% | 3↑ 10↓ | $1.8B | 14 |
| Next Q | $1.23 | $0.82–$1.61 | 5.0% | +0.1% | 2↑ 11↓ | $2.0B | 14 |
| Current FY | $4.70 | $3.81–$5.68 | 12.2% | +0.1% | 10↑ 6↓ | $7.5B | 17 |
| Next FY | $4.79 | $4.04–$5.57 | 6.5% | +0.2% | 3↑ 5↓ | $7.8B | 10 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.915 | — |
| 7d ago | $0.915 | — |
| 30d ago | $0.903 | +0.012 |
| 60d ago | $0.958 | -0.043 |
| 90d ago | $0.935 | -0.020 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Capital World Investors | 9,833,108 | $954.7M | 12.6% | — |
| BlackRock, Inc. | 6,278,361 | $609.6M | 8.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,098,656 | $495.0M | 6.5% | — |
| FMR LLC | 4,666,063 | $453.0M | 6.0% | — |
| Walleye Trading LLC | 3,943,700 | $382.9M | 5.1% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,606,500 | $350.2M | 4.6% | TRIM -33.5% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 3,310,354 | $321.4M | 4.3% | — |
| STATE STREET CORP | 3,047,930 | $295.9M | 3.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,952,564 | $286.7M | 3.8% | — |
| Invesco Ltd. | 2,533,576 | $246.0M | 3.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | DOUBLED | 59,861 | 1,730,499 | +2790.9% | $168.0M |
| GOLDMAN SACHS GROUP INC | ADD | 663,350 | 1,171,941 | +76.7% | $113.8M |
| Alyeska Investment Group, L.P. | NEW | — | 1,022,524 | — | $99.3M |
| NORGES BANK | NEW | — | 905,912 | — | $88.0M |
| UBS Group AG | ADD | 568,690 | 814,858 | +43.3% | $79.1M |
| BAMCO INC /NY/ | TRIM | 1,736,856 | 692,338 | -60.1% | $67.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | TRIM | 898,733 | 597,951 | -33.5% | $58.1M |
| Verition Fund Management LLC | DOUBLED | 47,094 | 199,598 | +323.8% | $19.4M |
| Gotham Asset Management, LLC | ADD | 89,251 | 163,676 | +83.4% | $15.9M |
| BARCLAYS PLC | TRIM | 182,470 | 127,677 | -30.0% | $12.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 17, 2026 | Fullalove Craig Jeffrey | CFO | AWARD | 1,691 | — | — |
| Sep 17, 2026 | Fullalove Craig Jeffrey | CFO | AWARD | 3,414 | — | — |
| Sep 17, 2026 | Billings Craig Scott | CEO | AWARD | 4,228 | — | — |
| Sep 17, 2026 | Billings Craig Scott | CEO | AWARD | 8,535 | — | — |
| Sep 15, 2026 | KRUM JACQUI | EVP and General Counsel | TAX W/H | 2,171 | $86.71 | $188.2K |
| Aug 12, 2026 | FERTITTA TILMAN J | 10%+ Owner | SELL | 100,000 | $4.59 | $458.8K |
| Aug 12, 2026 | FERTITTA TILMAN J | 10%+ Owner | SELL | 100,000 | $4.35 | $435.1K |
| Aug 12, 2026 | FERTITTA TILMAN J | 10%+ Owner | SELL | 100,000 | $4.12 | $411.7K |
| Jul 30, 2026 | FERTITTA TILMAN J | 10%+ Owner | SELL | 157,000 | $4.53 | $711.3K |
| Jul 30, 2026 | FERTITTA TILMAN J | 10%+ Owner | SELL | 30,000 | $6.02 | $180.6K |