Market Cap
$2.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 16, 2026 | B of A Securities | INITIATE | Neutral | 54% |
| Aug 19, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Jul 20, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Jul 9, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| May 15, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| May 14, 2026 | Needham | MAINTAIN | Buy | 50% |
| Apr 30, 2026 | Needham | MAINTAIN | Buy | 50% |
| Apr 17, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% | |
| Aug 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% | |
| Jul 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% | |
| Jun 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% | |
| May 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% | |
| Apr 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% | |
| Mar 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% | |
| Feb 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.47 | $0.46–$0.48 | 31.0% | +0.4% | 3↑ 2↓ | $0.2B | 6 |
| Next Q | $0.52 | $0.46–$0.55 | 48.1% | -1.1% | 0↑ 4↓ | $0.2B | 6 |
| Current FY | $1.75 | $1.72–$1.78 | 22.4% | -0.1% | 0↑ 5↓ | $0.9B | 6 |
| Next FY | $1.92 | $1.68–$2.08 | 9.6% | -0.4% | 1↑ 4↓ | $0.9B | 6 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.472 | — |
| 7d ago | $0.472 | — |
| 30d ago | $0.470 | +0.002 |
| 60d ago | $0.456 | +0.016 |
| 90d ago | $0.456 | +0.016 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 2,463,857 | $156.0M | 10.1% | — |
| Hood River Capital Management LLC | 2,295,924 | $145.3M | 9.4% | NEW |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1,388,899 | $87.9M | 5.7% | NEW |
| D. E. Shaw & Co., Inc. | 1,311,050 | $83.0M | 5.4% | DOUBLED +274.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,284,658 | $81.3M | 5.3% | — |
| STATE STREET CORP | 940,836 | $59.6M | 3.9% | ADD +30.1% |
| DIMENSIONAL FUND ADVISORS LP | 938,163 | $59.4M | 3.8% | TRIM -39.5% |
| WELLINGTON MANAGEMENT GROUP LLP | 911,893 | $57.7M | 3.7% | DOUBLED +138.9% |
| TWO SIGMA INVESTMENTS, LP | 824,923 | $52.2M | 3.4% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 794,130 | $50.3M | 3.3% | DOUBLED +299.5% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Hood River Capital Management LLC | NEW | — | 2,295,924 | — | $145.3M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | NEW | — | 1,388,899 | — | $87.9M |
| D. E. Shaw & Co., Inc. | DOUBLED | 349,860 | 1,311,050 | +274.7% | $83.0M |
| STATE STREET CORP | ADD | 723,295 | 940,836 | +30.1% | $59.6M |
| DIMENSIONAL FUND ADVISORS LP | TRIM | 1,551,508 | 938,163 | -39.5% | $59.4M |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 381,711 | 911,893 | +138.9% | $57.7M |
| JANE STREET GROUP, LLC | DOUBLED | 89,847 | 720,419 | +701.8% | $45.6M |
| Nuveen, LLC | ADD | 349,175 | 648,622 | +85.8% | $41.1M |
| CITADEL ADVISORS LLC | ADD | 220,849 | 382,961 | +73.4% | $24.2M |
| JENNISON ASSOCIATES LLC | NEW | — | 315,246 | — | $20.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 16, 2026 | Roush Lukas M. | Director | SELL | 1,500 | $48.60 | $72.9K |
| Sep 2, 2026 | Ross Kade | Chief Information Officer | SELL | 753 | $49.29 | $37.1K |
| Sep 2, 2026 | Ross Kade | Chief Information Officer | SELL | 1,151 | $48.50 | $55.8K |
| Sep 2, 2026 | Ross Kade | Chief Information Officer | SELL | 2,096 | $47.54 | $99.6K |
| Sep 2, 2026 | Raiford Daryl E | Chief Financial Officer | SELL | 3,291 | $49.97 | $164.4K |
| Sep 2, 2026 | Raiford Daryl E | Chief Financial Officer | SELL | 2,536 | $47.74 | $121.1K |
| Sep 2, 2026 | Raiford Daryl E | Chief Financial Officer | SELL | 1,400 | $48.99 | $68.6K |
| Sep 1, 2026 | Krupka Devin M | Controller, PAO | SELL | 3,074 | $48.97 | $150.5K |
| Aug 31, 2026 | Raiford Daryl E | Chief Financial Officer | SELL | 2,734 | $48.82 | $133.5K |
| Aug 31, 2026 | Raiford Daryl E | Chief Financial Officer | SELL | 1,939 | $49.60 | $96.2K |