Market Cap
$4.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Sep 10, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 28, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 27, 2026 | Mizuho | INITIATE | Neutral | 52% |
| Aug 18, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Aug 11, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Aug 6, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Jul 21, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 21, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Jul 16, 2026 | Wells Fargo | MAINTAIN | Underweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 2 | 12 | 8 | 1 | 13% | |
| Aug 1, 2026 | 1 | 2 | 11 | 8 | 1 | 13% | |
| Jul 1, 2026 | 1 | 2 | 11 | 8 | 1 | 13% | |
| Jun 1, 2026 | 1 | 2 | 11 | 8 | 1 | 13% | |
| May 1, 2026 | 1 | 2 | 11 | 8 | 1 | 13% | |
| Apr 1, 2026 | 1 | 2 | 11 | 8 | 1 | 13% | |
| Mar 1, 2026 | 1 | 2 | 11 | 8 | 1 | 13% | |
| Feb 1, 2026 | 1 | 0 | 13 | 8 | 1 | 4% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.28 | $2.19–$2.34 | 8.7% | +0.1% | 0↑ 10↓ | $0.4B | 12 |
| Next Q | $1.63 | $1.53–$1.72 | 2.0% | -0.4% | 3↑ 6↓ | $0.4B | 12 |
| Current FY | $7.01 | $6.93–$7.15 | 1.0% | -0.0% | 3↑ 10↓ | $1.6B | 15 |
| Next FY | $7.58 | $6.89–$8.24 | 8.1% | +0.7% | 6↑ 7↓ | $1.7B | 16 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.282 | — |
| 7d ago | $2.269 | +0.012 |
| 30d ago | $2.280 | +0.002 |
| 60d ago | $2.381 | -0.099 |
| 90d ago | $2.369 | -0.087 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BAMCO INC /NY/ | 9,328,354 | $1.0B | 30.8% | — |
| MORGAN STANLEY | 2,891,235 | $318.8M | 9.5% | — |
| BlackRock, Inc. | 2,266,537 | $249.9M | 7.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,097,011 | $121.0M | 3.6% | — |
| BALYASNY ASSET MANAGEMENT L.P. | 1,093,391 | $120.6M | 3.6% | DOUBLED +1939.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,074,081 | $118.4M | 3.5% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 917,152 | $101.1M | 3.0% | TRIM -71.5% |
| Boston Trust Walden Corp | 898,930 | $99.1M | 3.0% | — |
| STATE STREET CORP | 746,563 | $82.3M | 2.5% | — |
| CITADEL ADVISORS LLC | 742,110 | $81.8M | 2.5% | ADD +98.7% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | TRIM | 3,221,741 | 917,152 | -71.5% | $101.1M |
| CITADEL ADVISORS LLC | ADD | 373,526 | 742,110 | +98.7% | $81.8M |
| Point72 Asset Management, L.P. | NEW | — | 453,029 | — | $50.0M |
| Woodline Partners LP | NEW | — | 386,598 | — | $42.6M |
| Quantinno Capital Management LP | ADD | 258,355 | 323,815 | +25.3% | $35.7M |
| Freestone Grove Partners LP | DOUBLED | 4,472 | 276,291 | +6078.2% | $30.5M |
| TUDOR INVESTMENT CORP ET AL | TRIM | 190,317 | 119,186 | -37.4% | $13.1M |
| WELLS FARGO & COMPANY/MN | NEAR_EXIT | 512,982 | 92,393 | -82.0% | $10.2M |
| Squarepoint Ops LLC | TRIM | 170,109 | 71,629 | -57.9% | $7.9M |
| Nuveen, LLC | TRIM | 164,864 | 70,489 | -57.2% | $7.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Dragisich Dominic | President & CEO | AWARD | 9,675 | — | — |
| Aug 31, 2026 | Pacious Patrick | Director | TAX W/H | 46,122 | $103.36 | $4.8M |
| Aug 18, 2026 | JEWS WILLIAM L | Director | SELL | 5,057 | $106.98 | $541.0K |
| Aug 15, 2026 | Abdalla Noha | Chief Marketing Officer | TAX W/H | 503 | $104.73 | $52.7K |
| Jul 15, 2026 | Maureen Sullivan | Director | AWARD | 29.16 | $106.26 | $3.1K |
| Jul 15, 2026 | SHAMES ERVIN R | Director | AWARD | 109.51 | $106.26 | $11.6K |
| Jul 15, 2026 | Cimerola Patrick | Chief Human Resources Officer | AWARD | 74.94 | $106.26 | $8.0K |
| Jul 15, 2026 | TAGUE JOHN P | Director | AWARD | 68.62 | $106.26 | $7.3K |
| Jul 15, 2026 | Koch Monte JM | Director | AWARD | 35.14 | $106.26 | $3.7K |
| Jul 15, 2026 | Landsman Liza | Director | AWARD | 21 | $106.26 | $2.2K |