Market Cap
$25.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | BNP Paribas | REITERATE | Outperform | — |
| Sep 17, 2026 | HSBC | DOWNGRADE | Hold | 55% |
| Sep 14, 2026 | Freedom Broker | MAINTAIN | Buy | 66% |
| Sep 11, 2026 | Barrington Research | UPGRADE | Outperform | 55% |
| Sep 11, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Sep 3, 2026 | JP Morgan | UPGRADE | Overweight | 55% |
| Aug 26, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Aug 20, 2026 | Stephens & Co. | REITERATE | Equal-Weight | 54% |
| Jul 22, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Jun 26, 2026 | Freedom Broker | INITIATE | Buy | 66% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 8 | 7 | 1 | 0 | 62% | |
| Aug 1, 2026 | 5 | 8 | 7 | 1 | 0 | 62% | |
| Jul 1, 2026 | 4 | 8 | 8 | 1 | 0 | 57% | |
| Jun 1, 2026 | 5 | 7 | 7 | 1 | 0 | 60% | |
| May 1, 2026 | 5 | 7 | 7 | 1 | 0 | 60% | |
| Apr 1, 2026 | 5 | 7 | 7 | 1 | 0 | 60% | |
| Mar 1, 2026 | 5 | 7 | 7 | 1 | 0 | 60% | |
| Feb 1, 2026 | 5 | 7 | 7 | 1 | 0 | 60% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.40 | $0.38–$0.42 | -3.1% | -2.9% | 1↑ 2↓ | $1.2B | 8 |
| Next Q | $0.37 | $0.36–$0.40 | 4.0% | -3.3% | 0↑ 1↓ | $1.2B | 8 |
| Current FY | $0.00 | $0.00–$0.00 | — | — | — | $4.6B | — |
| Next FY | $1.75 | $1.62–$1.83 | 10.6% | -5.4% | 1↑ 0↓ | $5.1B | 8 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.397 | — |
| 7d ago | $0.404 | -0.007 |
| 30d ago | $0.409 | -0.012 |
| 60d ago | $0.411 | -0.013 |
| 90d ago | $0.411 | -0.013 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 67,718,347 | $1.9B | 11.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 57,331,249 | $1.6B | 10.1% | — |
| STATE STREET CORP | 38,827,400 | $1.1B | 6.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 38,736,327 | $1.1B | 6.8% | — |
| Invesco Ltd. | 33,018,576 | $930.8M | 5.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 27,397,980 | $769.7M | 4.8% | — |
| Bank of New York Mellon Corp | 17,334,626 | $488.7M | 3.1% | — |
| MORGAN STANLEY | 16,070,099 | $453.0M | 2.8% | — |
| Capital World Investors | 15,689,549 | $442.3M | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| DEUTSCHE BANK AG\ | ADD | 10,873,184 | 15,481,141 | +42.4% | $436.4M |
| NORGES BANK | NEW | — | 14,424,810 | — | $406.6M |
| VAN ECK ASSOCIATES CORP | ADD | 4,577,047 | 9,059,273 | +97.9% | $255.4M |
| MARSHALL WACE, LLP | DOUBLED | 1,334,588 | 7,158,187 | +436.4% | $201.8M |
| BANK OF AMERICA CORP /DE/ | TRIM | 9,706,517 | 6,787,777 | -30.1% | $191.3M |
| UBS Group AG | ADD | 3,539,112 | 5,691,543 | +60.8% | $160.4M |
| ROYAL BANK OF CANADA | TRIM | 7,754,307 | 5,641,204 | -27.3% | $159.0M |
| MILLENNIUM MANAGEMENT LLC | ADD | 2,641,053 | 4,654,396 | +76.2% | $131.2M |
| BARCLAYS PLC | ADD | 3,619,626 | 4,651,016 | +28.5% | $131.1M |
| CITADEL ADVISORS LLC | ADD | 2,808,258 | 4,540,345 | +61.7% | $128.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 16, 2026 | STEARNS LEAH C | Chief Financial Officer | AWARD | 12,654 | — | — |
| Aug 16, 2026 | STEARNS LEAH C | Chief Financial Officer | AWARD | 200,000 | — | — |
| Aug 16, 2026 | Pocock Jane | President | AWARD | 25,308 | — | — |
| Aug 16, 2026 | Pocock Jane | President | AWARD | 500,000 | — | — |
| Aug 13, 2026 | Berger David Joel | Director | AWARD | 24,341 | — | — |
| Jul 28, 2026 | Liaw Jeffrey | Chief Executive Officer | EXERCISE | 3,591 | $6.78 | $24.3K |
| Jul 28, 2026 | Liaw Jeffrey | Chief Executive Officer | EXERCISE | 43,166 | $8.70 | $375.5K |
| Jul 28, 2026 | Liaw Jeffrey | Chief Executive Officer | SELL | 27,745 | $30.49 | $845.9K |
| Jul 15, 2026 | Liaw Jeffrey | Chief Executive Officer | EXERCISE | 812 | $8.70 | $7.1K |
| Jul 15, 2026 | Liaw Jeffrey | Chief Executive Officer | EXERCISE | 1,277 | $6.78 | $8.7K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Copart Inc | May 13, 2026(31d) |