Market Cap
$9.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | TD Cowen | REITERATE | Buy | 56% |
| May 13, 2026 | TD Cowen | REITERATE | Buy | 56% |
| May 4, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Apr 27, 2026 | Barrington Research | MAINTAIN | Outperform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 5 | 1 | 0 | 0 | 90% | |
| Aug 1, 2026 | 4 | 5 | 1 | 0 | 0 | 90% | |
| Jul 1, 2026 | 4 | 5 | 1 | 0 | 0 | 90% | |
| Jun 1, 2026 | 4 | 5 | 1 | 0 | 0 | 90% | |
| May 1, 2026 | 4 | 5 | 1 | 0 | 0 | 90% | |
| Apr 1, 2026 | 4 | 5 | 1 | 0 | 0 | 90% | |
| Mar 1, 2026 | 4 | 5 | 1 | 0 | 0 | 90% | |
| Feb 1, 2026 | 4 | 5 | 1 | 0 | 0 | 90% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $8.62 | $8.55–$8.74 | 41.3% | +0.0% | 3↑ 1↓ | $0.6B | 6 |
| Next Q | $11.84 | $11.68–$12.02 | 24.9% | +0.0% | 2↑ 2↓ | $0.7B | 6 |
| Current FY | $36.98 | $36.76–$37.28 | 42.0% | +0.0% | 5↑ 1↓ | $2.5B | 7 |
| Next FY | $32.37 | $31.89–$32.85 | 14.3% | +0.0% | 2↑ 0↓ | $2.7B | 2 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $8.620 | — |
| 7d ago | $8.620 | — |
| 30d ago | $8.620 | — |
| 60d ago | $8.636 | -0.016 |
| 90d ago | $7.906 | +0.713 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 2,772,736 | $938.3M | 14.3% | — |
| MORGAN STANLEY | 1,487,219 | $503.3M | 7.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,391,836 | $471.0M | 7.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,151,085 | $389.5M | 5.9% | — |
| Boston Partners | 1,001,967 | $339.1M | 5.2% | — |
| ARIEL INVESTMENTS, LLC | 999,676 | $338.3M | 5.1% | — |
| STATE STREET CORP | 883,323 | $298.9M | 4.5% | — |
| MILLENNIUM MANAGEMENT LLC | 875,116 | $296.1M | 4.5% | DOUBLED +16202.5% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 857,756 | $290.3M | 4.4% | — |
| DIMENSIONAL FUND ADVISORS LP | 670,195 | $226.8M | 3.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 5,368 | 875,116 | +16202.5% | $296.1M |
| NORGES BANK | NEW | — | 361,473 | — | $122.3M |
| Qube Research & Technologies Ltd | ADD | 154,233 | 268,737 | +74.2% | $90.9M |
| GOLDMAN SACHS GROUP INC | ADD | 185,357 | 258,331 | +39.4% | $87.4M |
| UBS Group AG | ADD | 129,121 | 175,776 | +36.1% | $59.5M |
| FIRST TRUST ADVISORS LP | ADD | 56,242 | 90,253 | +60.5% | $30.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | TRIM | 103,473 | 74,871 | -27.6% | $25.3M |
| Zurich Insurance Group Ltd/FI | NEW | — | 71,322 | — | $24.1M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | TRIM | 130,848 | 54,070 | -58.7% | $18.3M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | ADD | 31,223 | 44,247 | +41.7% | $15.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 15, 2026 | Palandjian Tracy P. | Director | EXERCISE | 848 | — | — |
| Aug 15, 2026 | STARR LOREN M | Director | EXERCISE | 716 | — | — |
| Aug 15, 2026 | Matos Rodriguez Felix V. | Director | EXERCISE | 654 | — | — |
| Aug 15, 2026 | FRANQUI ANNETTE | Director | EXERCISE | 477 | — | — |
| Aug 15, 2026 | Matos Rodriguez Felix V. | Director | EXERCISE | 848 | — | — |
| Jul 30, 2026 | Engel Marcy | Director | AWARD | 274 | — | — |
| Jul 30, 2026 | Matos Rodriguez Felix V. | Director | AWARD | 274 | — | — |
| Jul 30, 2026 | Cates G. Staley | Director | AWARD | 274 | — | — |
| Jul 30, 2026 | Palandjian Tracy P. | Director | AWARD | 274 | — | — |
| Jul 30, 2026 | FRANQUI ANNETTE | Director | AWARD | 274 | — | — |