Market Cap
$3.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 31, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jun 10, 2026 | JP Morgan | INITIATE | Overweight | 55% |
| Apr 30, 2026 | Needham | MAINTAIN | Buy | 50% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jan 1, 2022 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Dec 1, 2021 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Nov 1, 2021 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Oct 1, 2021 | 3 | 5 | 1 | 0 | 0 | 89% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.61 | $1.82–$2.84 | 49.8% | +8.8% | 3↑ 1↓ | $0.2B | 8 |
| Next Q | $2.37 | $1.54–$2.73 | 19.8% | +7.7% | 3↑ 1↓ | $0.2B | 8 |
| Current FY | $9.83 | $8.70–$10.39 | 38.5% | +13.8% | 3↑ 1↓ | $0.8B | 7 |
| Next FY | $10.68 | $7.27–$12.32 | 8.6% | +5.4% | 3↑ 1↓ | $0.9B | 8 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.606 | — |
| 7d ago | $2.342 | +0.264 |
| 30d ago | $2.395 | +0.210 |
| 60d ago | $2.390 | +0.216 |
| 90d ago | $2.340 | +0.266 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 1,022,258 | $340.5M | 11.1% | — |
| FMR LLC | 876,104 | $291.8M | 9.5% | ADD +38.8% |
| Jupiter Topco LLC | 590,030 | $196.5M | 6.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 555,463 | $185.0M | 6.0% | — |
| WASATCH ADVISORS LP | 489,414 | $163.0M | 5.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 399,104 | $132.9M | 4.3% | — |
| Bank of New York Mellon Corp | 389,896 | $129.9M | 4.2% | DOUBLED +661.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 363,322 | $121.0M | 4.0% | — |
| FRANKLIN RESOURCES INC | 300,239 | $100.0M | 3.3% | — |
| JENNISON ASSOCIATES LLC | 292,065 | $97.3M | 3.2% | NEW |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 631,307 | 876,104 | +38.8% | $291.8M |
| Bank of New York Mellon Corp | DOUBLED | 51,236 | 389,896 | +661.0% | $129.9M |
| JENNISON ASSOCIATES LLC | NEW | — | 292,065 | — | $97.3M |
| Tidal Investments LLC | ADD | 141,791 | 211,805 | +49.4% | $70.5M |
| WESTWOOD HOLDINGS GROUP INC | NEW | — | 194,237 | — | $64.7M |
| Allspring Global Investments Holdings, LLC | DOUBLED | 94,822 | 198,405 | +109.2% | $63.1M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | DOUBLED | 50,956 | 142,840 | +180.3% | $47.6M |
| LOOMIS SAYLES & CO L P | TRIM | 145,648 | 101,031 | -30.6% | $33.6M |
| Alyeska Investment Group, L.P. | NEW | — | 91,478 | — | $30.5M |
| Daiwa Securities Group Inc. | NEW | — | 86,566 | — | $28.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Vellucci Vincent | Director | SELL | 1,000 | $235.15 | $235.2K |
| Sep 2, 2026 | Vellucci Vincent | Director | SELL | 393 | $243.61 | $95.7K |
| Aug 12, 2026 | GILBERT PETER E | Director | SELL | 500 | $292.12 | $146.1K |
| Jun 1, 2026 | Kozlovsky Suzanne | Global Head of People | SELL | 33 | $266.98 | $8.8K |
| Jun 1, 2026 | Kozlovsky Suzanne | Global Head of People | SELL | 36 | $274.91 | $9.9K |
| Jun 1, 2026 | Kozlovsky Suzanne | Global Head of People | SELL | 92 | $269.68 | $24.8K |
| Jun 1, 2026 | Kozlovsky Suzanne | Global Head of People | SELL | 310 | $270.51 | $83.9K |
| Jun 1, 2026 | Kozlovsky Suzanne | Global Head of People | SELL | 46 | $271.56 | $12.5K |
| Jun 1, 2026 | Kozlovsky Suzanne | Global Head of People | SELL | 214 | $272.42 | $58.3K |
| Mar 16, 2026 | Dawson Stephen | Pres. - Power Solutions | SELL | 3,444 | $203.21 | $699.9K |