Market Cap
$2.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 31, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 31, 2026 | BTIG | REITERATE | Buy | 53% |
| Jul 22, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| May 4, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| May 1, 2026 | UBS | MAINTAIN | Sell | 55% |
| May 1, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Apr 24, 2026 | BTIG | REITERATE | Buy | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 3 | 7 | 1 | 0 | 47% | |
| Aug 1, 2026 | 4 | 3 | 7 | 1 | 0 | 47% | |
| Jul 1, 2026 | 4 | 3 | 6 | 1 | 0 | 50% | |
| Jun 1, 2026 | 4 | 3 | 6 | 1 | 0 | 50% | |
| May 1, 2026 | 4 | 3 | 6 | 1 | 0 | 50% | |
| Apr 1, 2026 | 4 | 3 | 6 | 1 | 0 | 50% | |
| Mar 1, 2026 | 4 | 3 | 6 | 1 | 0 | 50% | |
| Feb 1, 2026 | 4 | 3 | 6 | 1 | 0 | 50% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.28 | $1.20–$1.35 | 34.9% | -17.4% | 0↑ 7↓ | $0.9B | 8 |
| Next Q | $2.25 | $2.14–$2.51 | 29.9% | +10.0% | 6↑ 1↓ | $1.1B | 8 |
| Current FY | $4.67 | $4.50–$4.93 | 44.2% | +21.2% | 7↑ 1↓ | $3.5B | 8 |
| Next FY | $4.19 | $3.60–$4.47 | -10.4% | -1.0% | 3↑ 4↓ | $3.6B | 9 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.282 | — |
| 7d ago | $1.282 | — |
| 30d ago | $1.551 | -0.269 |
| 60d ago | $1.554 | -0.272 |
| 90d ago | $1.554 | -0.272 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 2,461,397 | $152.2M | 11.4% | — |
| DIMENSIONAL FUND ADVISORS LP | 2,421,358 | $149.7M | 11.2% | — |
| AQR CAPITAL MANAGEMENT LLC | 1,880,377 | $114.4M | 8.6% | ADD +59.4% |
| JPMORGAN CHASE & CO | 1,300,413 | $80.2M | 6.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,034,019 | $63.9M | 4.8% | — |
| AMERICAN CENTURY COMPANIES INC | 993,324 | $61.4M | 4.6% | — |
| MORGAN STANLEY | 972,118 | $60.1M | 4.5% | TRIM -34.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 971,134 | $60.0M | 4.5% | — |
| STATE STREET CORP | 751,458 | $46.5M | 3.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | TRIM | 1,480,286 | 972,118 | -34.3% | $60.1M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 139,870 | 619,124 | +342.6% | $38.3M |
| CITADEL ADVISORS LLC | ADD | 340,828 | 431,658 | +26.6% | $26.7M |
| Quantinno Capital Management LP | ADD | 292,953 | 408,321 | +39.4% | $25.2M |
| Squarepoint Ops LLC | DOUBLED | 72,784 | 167,161 | +129.7% | $10.3M |
| Man Group plc | DOUBLED | 65,283 | 167,044 | +155.9% | $10.3M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 118,802 | 163,402 | +37.5% | $10.1M |
| D. E. Shaw & Co., Inc. | TRIM | 370,555 | 155,801 | -58.0% | $9.6M |
| Creative Planning | ADD | 110,024 | 146,471 | +33.1% | $9.1M |
| CITIGROUP INC | DOUBLED | 36,566 | 87,597 | +139.6% | $5.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Bragdon Peter J | President | EXERCISE | 617 | — | — |
| Sep 1, 2026 | Kulok Lisa | EVP, COO | EXERCISE | 580 | — | — |
| Sep 1, 2026 | Kulok Lisa | EVP, COO | EXERCISE | 368 | — | — |
| Sep 1, 2026 | Bragdon Peter J | President | EXERCISE | 618 | — | — |
| Sep 1, 2026 | Kulok Lisa | EVP, COO | TAX W/H | 458 | $56.81 | $26.0K |
| Sep 1, 2026 | Bragdon Peter J | President | EXERCISE | 1,309 | — | — |
| Sep 1, 2026 | LUTHER RICHELLE T | EVP, CAO, Gen. Counsel | EXERCISE | 377 | — | — |
| Sep 1, 2026 | Bragdon Peter J | President | TAX W/H | 827 | $56.81 | $47.0K |
| Sep 1, 2026 | LUTHER RICHELLE T | EVP, CAO, Gen. Counsel | TAX W/H | 478 | $56.81 | $27.2K |
| Sep 1, 2026 | LUTHER RICHELLE T | EVP, CAO, Gen. Counsel | EXERCISE | 375 | — | — |