Market Cap
$13.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 11, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 7, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 7, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 7, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 1, 2026 | Jefferies | MAINTAIN | Hold | 53% |
| Jul 1, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jun 15, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| May 18, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| May 8, 2026 | Jefferies | MAINTAIN | Hold | 53% |
| Apr 24, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 13 | 5 | 0 | 0 | 79% | |
| Aug 1, 2026 | 6 | 13 | 5 | 0 | 0 | 79% | |
| Jul 1, 2026 | 6 | 13 | 5 | 0 | 0 | 79% | |
| Jun 1, 2026 | 6 | 13 | 5 | 0 | 0 | 79% | |
| May 1, 2026 | 6 | 13 | 4 | 0 | 0 | 83% | |
| Apr 1, 2026 | 6 | 13 | 4 | 0 | 0 | 83% | |
| Mar 1, 2026 | 6 | 12 | 4 | 0 | 0 | 82% | |
| Feb 1, 2026 | 6 | 12 | 4 | 0 | 0 | 82% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $6.64 | $6.14–$7.22 | -3.0% | -0.3% | 2↑ 7↓ | $2.5B | 13 |
| Next Q | $7.48 | $6.86–$8.17 | 9.9% | -0.3% | 8↑ 1↓ | $2.5B | 12 |
| Current FY | $33.61 | $33.16–$34.07 | 12.7% | -0.1% | 12↑ 0↓ | $10.8B | 13 |
| Next FY | $37.64 | $29.46–$41.45 | 12.0% | -0.1% | 10↑ 1↓ | $11.5B | 14 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $6.643 | — |
| 7d ago | $6.662 | -0.019 |
| 30d ago | $6.662 | -0.019 |
| 60d ago | $7.085 | -0.442 |
| 90d ago | $7.201 | -0.559 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 2,177,073 | $1.0B | 12.6% | — |
| MORGAN STANLEY | 1,170,633 | $542.3M | 6.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 998,752 | $462.7M | 5.8% | — |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 955,549 | $442.7M | 5.5% | DOUBLED +262.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 942,422 | $436.6M | 5.4% | — |
| STATE STREET CORP | 804,052 | $372.5M | 4.6% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 711,578 | $329.6M | 4.1% | — |
| VICTORY CAPITAL MANAGEMENT INC | 603,932 | $279.8M | 3.5% | — |
| Boston Partners | 543,564 | $251.8M | 3.1% | — |
| BANK OF AMERICA CORP /DE/ | 487,705 | $225.9M | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | DOUBLED | 263,294 | 955,549 | +262.9% | $442.7M |
| FMR LLC | TRIM | 783,666 | 448,113 | -42.8% | $207.6M |
| JPMORGAN CHASE & CO | ADD | 242,557 | 310,102 | +27.8% | $142.2M |
| EARNEST PARTNERS LLC | ADD | 223,953 | 288,978 | +29.0% | $133.9M |
| ROYAL LONDON ASSET MANAGEMENT LTD | DOUBLED | 83,250 | 216,746 | +160.4% | $100.4M |
| SEI INVESTMENTS CO | ADD | 163,714 | 206,449 | +26.1% | $95.6M |
| NORGES BANK | NEW | — | 187,660 | — | $86.9M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 59,701 | 165,731 | +177.6% | $76.8M |
| D. E. Shaw & Co., Inc. | DOUBLED | 1,246 | 157,665 | +12553.7% | $73.0M |
| RAYMOND JAMES FINANCIAL INC | ADD | 97,723 | 154,533 | +58.1% | $71.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 30, 2026 | DISBROW LISA S | Director | AWARD | 58 | — | — |
| Jul 13, 2026 | SZEWS CHARLES L | Director | EXERCISE | 85 | — | — |
| Jul 13, 2026 | Nolan Philip O | Director | EXERCISE | 85 | — | — |
| Jul 13, 2026 | MORRISON SCOTT C | Director | EXERCISE | 85 | — | — |
| Jul 13, 2026 | Sloane Stanton D | Director | EXERCISE | 85 | — | — |
| Jul 13, 2026 | DISBROW LISA S | Director | EXERCISE | 123 | — | — |
| Jul 13, 2026 | McCarthy Ryan D | Director | EXERCISE | 85 | — | — |
| Jul 13, 2026 | Plunkett Debora A | Director | EXERCISE | 85 | — | — |
| Jul 13, 2026 | Gordon Susan M. | Director | EXERCISE | 85 | — | — |
| Jun 22, 2026 | Young David Anthony | EVP, Chief Operating Officer | AWARD | 4,448 | — | — |