Market Cap
$3.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 9, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Aug 10, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 31, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 10, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 2, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jun 26, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| May 20, 2026 | RBC Capital | REITERATE | Sector Perform | 55% |
| May 4, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| May 1, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 0 | 5 | 1 | 2 | 0% | |
| Aug 1, 2026 | 0 | 0 | 5 | 1 | 2 | 0% | |
| Jul 1, 2026 | 0 | 0 | 5 | 1 | 2 | 0% | |
| Jun 1, 2026 | 0 | 0 | 5 | 1 | 2 | 0% | |
| May 1, 2026 | 0 | 0 | 5 | 1 | 2 | 0% | |
| Apr 1, 2026 | 0 | 0 | 5 | 1 | 2 | 0% | |
| Mar 1, 2026 | 0 | 0 | 5 | 1 | 2 | 0% | |
| Feb 1, 2026 | 0 | 0 | 5 | 1 | 2 | 0% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.26 | $1.22–$1.30 | 65.3% | +3.0% | 1↑ 1↓ | $0.2B | 3 |
| Next Q | $1.78 | $1.68–$1.89 | 34.8% | +0.6% | 1↑ 1↓ | $0.2B | 3 |
| Current FY | $5.41 | $5.36–$5.51 | 66.5% | +0.7% | 2↑ 0↓ | $0.8B | 3 |
| Next FY | $6.48 | $6.25–$6.67 | 19.8% | -0.5% | 2↑ 0↓ | $0.9B | 3 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.257 | — |
| 7d ago | $1.260 | -0.003 |
| 30d ago | $1.220 | +0.037 |
| 60d ago | $1.190 | +0.067 |
| 90d ago | $1.130 | +0.127 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| PAULSON & CO. INC. | 5,843,282 | $417.9M | 20.0% | — |
| BlackRock, Inc. | 4,486,535 | $320.9M | 15.3% | — |
| JENNISON ASSOCIATES LLC | 1,526,570 | $109.2M | 5.2% | — |
| Invesco Ltd. | 1,376,531 | $98.4M | 4.7% | — |
| STATE STREET CORP | 1,224,388 | $87.6M | 4.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,176,511 | $84.1M | 4.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 969,724 | $69.4M | 3.3% | ADD +29.7% |
| DIMENSIONAL FUND ADVISORS LP | 911,667 | $65.2M | 3.1% | — |
| Woodline Partners LP | 883,540 | $63.2M | 3.0% | ADD +25.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 813,352 | $58.2M | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 747,822 | 969,724 | +29.7% | $69.4M |
| Woodline Partners LP | ADD | 701,720 | 883,540 | +25.9% | $63.2M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | NEW | — | 788,901 | — | $56.4M |
| Allspring Global Investments Holdings, LLC | ADD | 419,239 | 553,623 | +32.1% | $39.8M |
| Impax Asset Management Group plc | TRIM | 823,323 | 350,000 | -57.5% | $25.0M |
| Amundi | NEW | — | 317,315 | — | $22.7M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | DOUBLED | 21,300 | 249,082 | +1069.4% | $17.8M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | TRIM | 318,131 | 151,793 | -52.3% | $10.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 241,200 | 149,259 | -38.1% | $10.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | DOUBLED | 27,191 | 105,367 | +287.5% | $7.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 4, 2026 | Wiater Christina | PAO | SELL | 244 | $92.36 | $22.5K |
| Aug 3, 2026 | Wiater Christina | PAO | SELL | 17,389 | $87.49 | $1.5M |
| Aug 3, 2026 | Wiater Christina | PAO | SELL | 3 | $88.11 | $264.33 |
| Aug 3, 2026 | Wiater Christina | PAO | SELL | 7,978 | $86.61 | $691.0K |
| Jun 17, 2026 | PAULSON & CO. INC. | 10%+ Owner | SELL | 1,900,000 | $77.25 | $146.8M |
| Jun 15, 2026 | Trebbi Barbara | Director | GIFT | 10,260 | — | — |
| Jun 12, 2026 | Chersi Robert J | Director | AWARD | 1,288 | — | — |
| Jun 12, 2026 | Paulson John | Director | AWARD | 2,253 | — | — |
| Jun 12, 2026 | Trebbi Barbara | Director | AWARD | 1,288 | — | — |
| May 14, 2026 | Trebbi Barbara | Director | EXERCISE | 3,286 | — | — |