Market Cap
$14.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Sep 14, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Sep 3, 2026 | Seaport Global | INITIATE | Neutral | 51% |
| Sep 2, 2026 | Raymond James | MAINTAIN | Outperform | 54% |
| Sep 2, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 20, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 19, 2026 | Argus Research | UPGRADE | Buy | 54% |
| Aug 17, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 13, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 12, 2026 | Benchmark | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 8 | 16 | 3 | 0 | 39% | |
| Aug 1, 2026 | 3 | 8 | 17 | 3 | 0 | 35% | |
| Jul 1, 2026 | 3 | 8 | 17 | 3 | 0 | 35% | |
| Jun 1, 2026 | 3 | 7 | 19 | 3 | 0 | 31% | |
| May 1, 2026 | 3 | 7 | 19 | 4 | 0 | 30% | |
| Apr 1, 2026 | 3 | 7 | 19 | 5 | 0 | 29% | |
| Mar 1, 2026 | 3 | 7 | 19 | 5 | 0 | 29% | |
| Feb 1, 2026 | 3 | 7 | 19 | 5 | 0 | 29% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.40 | $0.85–$2.04 | 50.5% | +12.9% | 11↑ 10↓ | $2.2B | 23 |
| Next Q | $1.46 | $0.71–$2.33 | 60.4% | +24.4% | 13↑ 7↓ | $2.2B | 22 |
| Current FY | $6.24 | $4.83–$8.09 | 65.4% | +6.9% | 12↑ 10↓ | $9.1B | 25 |
| Next FY | $4.53 | $1.93–$7.28 | -27.3% | +7.8% | 14↑ 6↓ | $8.2B | 25 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.399 | — |
| 7d ago | $1.367 | +0.032 |
| 30d ago | $1.239 | +0.160 |
| 60d ago | $1.194 | +0.205 |
| 90d ago | $1.514 | -0.115 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 36,021,838 | $1.2B | 12.3% | — |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 31,695,303 | $1.0B | 10.8% | — |
| STATE STREET CORP | 25,181,423 | $820.2M | 8.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 23,098,547 | $752.3M | 7.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 17,331,282 | $564.5M | 5.9% | — |
| DIMENSIONAL FUND ADVISORS LP | 16,838,388 | $548.4M | 5.8% | — |
| Invesco Ltd. | 15,316,704 | $498.9M | 5.2% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13,296,552 | $433.1M | 4.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 12,855,410 | $431.8M | 4.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | ADD | 1,349,994 | 2,481,220 | +83.8% | $105.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 4,834,502 | 2,836,883 | -41.3% | $92.4M |
| Qube Research & Technologies Ltd | NEW | — | 2,783,416 | — | $90.7M |
| Allianz Asset Management GmbH | DOUBLED | 782,120 | 2,662,794 | +240.5% | $86.7M |
| AMERICAN CENTURY COMPANIES INC | ADD | 1,590,651 | 2,118,508 | +33.2% | $69.0M |
| FIRST TRUST ADVISORS LP | TRIM | 4,154,301 | 1,920,772 | -53.8% | $62.6M |
| BARCLAYS PLC | ADD | 1,201,099 | 1,790,218 | +49.0% | $58.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | TRIM | 2,386,452 | 1,661,518 | -30.4% | $54.1M |
| Bridgewater Associates, LP | NEW | — | 1,444,176 | — | $47.0M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 667,909 | 1,384,756 | +107.3% | $45.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Weaving Anya | Director | AWARD | 1,203 | — | — |
| Sep 30, 2026 | STOVER DAVID L | Director | AWARD | 1,203 | — | — |
| Sep 30, 2026 | Ragauss Peter A | Director | AWARD | 1,203 | — | — |
| Sep 30, 2026 | McKay Lamar | Director | AWARD | 1,804 | — | — |
| Sep 30, 2026 | Joung Chansoo | Director | AWARD | 1,203 | — | — |
| Sep 30, 2026 | Hooper Charles W | Director | AWARD | 1,203 | — | — |
| Sep 30, 2026 | Fisher Kenneth M. | Director | AWARD | 1,203 | — | — |
| Sep 30, 2026 | Bay Annell R | Director | AWARD | 1,203 | — | — |
| Sep 30, 2026 | Ellis Juliet S | Director | AWARD | 1,203 | — | — |
| Jun 30, 2026 | Joung Chansoo | Director | AWARD | 1,535 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | APA Corporation | Feb 16, 2026(39d) |