Market Cap
$2.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 21, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 21, 2026 | Goldman Sachs | MAINTAIN | Sell | 54% |
| Aug 21, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Aug 21, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Aug 21, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 21, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 21, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 21, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 21, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Aug 21, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 0 | 25 | 7 | 1 | 6% | |
| Aug 1, 2026 | 2 | 0 | 25 | 7 | 1 | 6% | |
| Jul 1, 2026 | 2 | 0 | 25 | 7 | 1 | 6% | |
| Jun 1, 2026 | 2 | 0 | 25 | 7 | 1 | 6% | |
| May 1, 2026 | 2 | 0 | 25 | 7 | 1 | 6% | |
| Apr 1, 2026 | 2 | 0 | 25 | 7 | 1 | 6% | |
| Mar 1, 2026 | 2 | 0 | 26 | 7 | 1 | 6% | |
| Feb 1, 2026 | 2 | 0 | 26 | 7 | 1 | 6% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.79 | $0.52–$1.03 | -14.2% | +1.2% | 7↑ 12↓ | $2.0B | 22 |
| Next Q | $0.45 | $0.34–$0.70 | -47.9% | -0.5% | 2↑ 16↓ | $1.9B | 21 |
| Current FY | $2.99 | $2.69–$3.41 | 32.5% | +0.1% | 16↑ 5↓ | $8.5B | 23 |
| Next FY | $3.90 | $3.30–$4.49 | 30.3% | +0.2% | 6↑ 11↓ | $8.7B | 22 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.789 | — |
| 7d ago | $0.780 | +0.010 |
| 30d ago | $0.780 | +0.010 |
| 60d ago | $0.861 | -0.072 |
| 90d ago | $0.861 | -0.072 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 9,352,439 | $581.9M | 17.1% | — |
| PZENA INVESTMENT MANAGEMENT LLC | 4,389,501 | $273.1M | 8.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,740,719 | $232.7M | 6.8% | — |
| DIMENSIONAL FUND ADVISORS LP | 3,063,303 | $190.6M | 5.6% | ADD +44.0% |
| FEDERATED HERMES, INC. | 3,002,495 | $186.8M | 5.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,719,294 | $169.2M | 5.0% | — |
| STATE STREET CORP | 2,549,882 | $158.7M | 4.7% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2,228,408 | $138.7M | 4.1% | — |
| GOLDMAN SACHS GROUP INC | 2,093,441 | $130.3M | 3.8% | DOUBLED +103.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,566,547 | $97.5M | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | ADD | 2,127,948 | 3,063,303 | +44.0% | $190.6M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 1,026,640 | 2,093,441 | +103.9% | $130.3M |
| AMERICAN CENTURY COMPANIES INC | TRIM | 1,726,639 | 1,169,152 | -32.3% | $72.7M |
| MORGAN STANLEY | DOUBLED | 505,662 | 1,011,448 | +100.0% | $62.9M |
| AMERIPRISE FINANCIAL INC | TRIM | 1,419,997 | 684,945 | -51.8% | $42.6M |
| CITIGROUP INC | ADD | 303,709 | 520,610 | +71.4% | $32.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 214,002 | 330,043 | +54.2% | $20.5M |
| IMC-Chicago, LLC | DOUBLED | 121,593 | 279,990 | +130.3% | $17.4M |
| RAYMOND JAMES FINANCIAL INC | ADD | 206,494 | 263,411 | +27.6% | $16.4M |
| Fund 1 Investments, LLC | NEW | — | 208,924 | — | $13.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 18, 2026 | OKelly Shane M | Director, President and CEO | TAX W/H | 11,437 | $42.55 | $486.6K |
| Jul 24, 2026 | Windom Brent | Director | AWARD | 43.353 | $55.80 | $2.4K |
| Jul 24, 2026 | JAMISON CYNTHIA T | Director | AWARD | 16.514 | $55.80 | $921.48 |
| Jul 24, 2026 | Seboldt Thomas W | Director | AWARD | 27.29 | $53.90 | $1.5K |
| Jul 24, 2026 | Ferraro John Francis | Director | AWARD | 118.618 | $55.80 | $6.6K |
| Jul 24, 2026 | Seboldt Thomas W | Director | AWARD | 44.661 | $55.80 | $2.5K |
| Jul 24, 2026 | Smith Gregory L | Director | AWARD | 43.353 | $55.80 | $2.4K |
| Jul 24, 2026 | Bailo Carla Jean | Director | AWARD | 65.221 | $55.80 | $3.6K |
| Jul 24, 2026 | LEE EUGENE I JR | Director | AWARD | 388.37 | $55.80 | $21.7K |
| Jul 24, 2026 | Johnson Richard A | Director | AWARD | 18.652 | $55.80 | $1.0K |