Market Cap
$3.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 10, 2026 | Telsey Advisory Group | MAINTAIN | Outperform | 51% |
| Sep 10, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Sep 10, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Sep 10, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Sep 10, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Sep 9, 2026 | BMO Capital | INITIATE | Market Perform | 53% |
| Sep 2, 2026 | Telsey Advisory Group | MAINTAIN | Outperform | 51% |
| Jul 7, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jun 11, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jun 10, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 6 | 11 | 0 | 0 | 52% | |
| Aug 1, 2026 | 6 | 6 | 11 | 0 | 0 | 52% | |
| Jul 1, 2026 | 6 | 6 | 11 | 0 | 0 | 52% | |
| Jun 1, 2026 | 6 | 6 | 11 | 0 | 0 | 52% | |
| May 1, 2026 | 5 | 6 | 11 | 0 | 0 | 50% | |
| Apr 1, 2026 | 5 | 6 | 11 | 0 | 0 | 50% | |
| Mar 1, 2026 | 5 | 6 | 12 | 0 | 0 | 48% | |
| Feb 1, 2026 | 5 | 6 | 12 | 0 | 0 | 48% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.08 | $1.95–$2.25 | 7.2% | -0.7% | 0↑ 2↓ | $1.6B | 17 |
| Next Q | $2.18 | $2.08–$2.31 | 10.5% | +1.6% | 0↑ 2↓ | $1.8B | 17 |
| Current FY | $6.68 | $6.19–$6.82 | 15.5% | +3.9% | 0↑ 4↓ | $6.3B | 17 |
| Next FY | $7.07 | $6.65–$7.51 | 6.0% | +1.3% | 0↑ 3↓ | $6.6B | 17 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.080 | — |
| 7d ago | $2.092 | -0.012 |
| 30d ago | $2.095 | -0.015 |
| 60d ago | $2.095 | -0.015 |
| 90d ago | $2.110 | -0.030 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 9,933,075 | $468.1M | 17.1% | — |
| FMR LLC | 9,288,389 | $437.8M | 16.0% | — |
| DIMENSIONAL FUND ADVISORS LP | 4,089,118 | $192.7M | 7.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,822,932 | $180.2M | 6.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,907,317 | $137.0M | 5.0% | — |
| STATE STREET CORP | 2,728,331 | $129.0M | 4.7% | — |
| AMERICAN CENTURY COMPANIES INC | 2,379,185 | $112.1M | 4.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,209,107 | $104.1M | 3.8% | — |
| WESTWOOD HOLDINGS GROUP INC | 1,506,121 | $71.0M | 2.6% | — |
| KING LUTHER CAPITAL MANAGEMENT CORP | 1,434,773 | $67.6M | 2.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 150,400 | 1,298,676 | +763.5% | $61.2M |
| UBS Group AG | ADD | 628,424 | 788,789 | +25.5% | $37.2M |
| Qube Research & Technologies Ltd | NEW | — | 556,839 | — | $26.2M |
| NORGES BANK | NEW | — | 482,119 | — | $22.7M |
| PRINCIPAL FINANCIAL GROUP INC | TRIM | 438,513 | 311,784 | -28.9% | $14.7M |
| Point72 Asset Management, L.P. | ADD | 205,289 | 311,493 | +51.7% | $14.7M |
| MARSHALL WACE, LLP | TRIM | 839,637 | 274,434 | -67.3% | $12.9M |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 270,589 | — | $12.8M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 36,300 | 218,616 | +502.2% | $10.3M |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | ADD | 134,941 | 196,114 | +45.3% | $9.2M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | MARLEY BRIAN T | Director | SELL | 3,932 | $54.00 | $212.3K |
| Sep 15, 2026 | MARLEY BRIAN T | Director | SELL | 6,500 | $52.80 | $343.2K |
| Sep 15, 2026 | Johnson Samuel J | President | SELL | 27,370 | $52.82 | $1.4M |
| Sep 15, 2026 | Johnson Samuel J | President | SELL | 9,123 | $51.85 | $473.0K |
| Sep 15, 2026 | Johnson Samuel J | President | SELL | 33,810 | $50.95 | $1.7M |
| Sep 14, 2026 | Johnson Samuel J | President | EXERCISE | 25,580 | $26.99 | $690.4K |
| Sep 14, 2026 | Johnson Samuel J | President | SELL | 25,580 | $53.95 | $1.4M |
| Sep 8, 2026 | McCabe Matthew M. | EVP & CMO | EXERCISE | 1,621 | — | — |
| Sep 8, 2026 | McCabe Matthew M. | EVP & CMO | TAX W/H | 638 | $44.94 | $28.7K |
| Sep 8, 2026 | Ford Earl Carlton IV | EVP & CFO | EXERCISE | 1,621 | — | — |