Market Cap
$9.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Sep 21, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 17, 2026 | Scotiabank | MAINTAIN | Sector Underperform | 56% |
| Sep 8, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Sep 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 17, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 13, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Aug 12, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 7, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Aug 3, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | 49% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 4 | 16 | 3 | 0 | 34% | |
| Aug 1, 2026 | 6 | 4 | 16 | 3 | 0 | 34% | |
| Jul 1, 2026 | 7 | 4 | 15 | 3 | 0 | 38% | |
| Jun 1, 2026 | 7 | 4 | 15 | 3 | 0 | 38% | |
| May 1, 2026 | 7 | 4 | 16 | 2 | 0 | 38% | |
| Apr 1, 2026 | 7 | 4 | 16 | 2 | 0 | 38% | |
| Mar 1, 2026 | 7 | 4 | 16 | 2 | 0 | 38% | |
| Feb 1, 2026 | 7 | 4 | 16 | 2 | 0 | 38% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.43 | $0.16–$1.25 | -57.2% | +60.0% | 3↑ 0↓ | $0.4B | 6 |
| Next Q | $0.21 | $0.21–$0.21 | -45.7% | +0.0% | 0↑ 1↓ | $0.4B | 1 |
| Current FY | $2.30 | $2.30–$2.30 | 79.1% | +0.0% | 0↑ 1↓ | $1.5B | 1 |
| Next FY | $1.09 | $1.09–$1.09 | -52.5% | +0.0% | 0↑ 1↓ | $1.6B | 1 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.428 | — |
| 7d ago | $0.428 | — |
| 30d ago | $0.267 | +0.160 |
| 60d ago | $0.432 | -0.004 |
| 90d ago | $0.334 | +0.094 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 10,704,750 | $1.2B | 12.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,344,506 | $955.4M | 9.6% | — |
| FMR LLC | 7,725,471 | $884.5M | 8.9% | — |
| STATE STREET CORP | 6,503,833 | $751.5M | 7.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,560,670 | $751.1M | 7.5% | — |
| VIKING GLOBAL INVESTORS LP | 4,513,303 | $516.7M | 5.2% | — |
| Invesco Ltd. | 3,840,027 | $439.6M | 4.4% | — |
| VICTORY CAPITAL MANAGEMENT INC | 3,471,862 | $397.5M | 4.0% | — |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 2,961,148 | $339.0M | 3.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,895,749 | $331.0M | 3.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | ADD | 980,207 | 1,291,318 | +31.7% | $151.3M |
| NORGES BANK | NEW | — | 1,281,428 | — | $146.7M |
| GOLDMAN SACHS GROUP INC | TRIM | 3,180,629 | 1,221,476 | -61.6% | $139.8M |
| Holocene Advisors, LP | TRIM | 1,418,437 | 993,727 | -29.9% | $113.8M |
| BANK OF AMERICA CORP /DE/ | TRIM | 916,997 | 680,971 | -25.7% | $78.0M |
| HSBC HOLDINGS PLC | TRIM | 483,174 | 327,190 | -32.3% | $37.5M |
| Gotham Asset Management, LLC | ADD | 146,619 | 260,826 | +77.9% | $29.9M |
| BNP PARIBAS FINANCIAL MARKETS | TRIM | 480,128 | 242,926 | -49.4% | $27.8M |
| NATIXIS | NEW | — | 210,588 | — | $24.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 284,055 | 210,457 | -25.9% | $24.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 2, 2026 | Necas Kevin J. Jr. | SVP - Chief Accounting Officer | AWARD | 2,133 | — | — |
| Jun 5, 2026 | CAMPO RICHARD J | Executive Chairman | SELL | 30,000 | $112.42 | $3.4M |
| May 8, 2026 | Benito Javier | Director | AWARD | 2,507 | — | — |
| May 8, 2026 | Brunner Heather J. | Director | AWARD | 2,507 | — | — |
| May 8, 2026 | Gibson Mark | Director | AWARD | 2,507 | — | — |
| May 8, 2026 | INGRAHAM SCOTT S | Director | AWARD | 2,507 | — | — |
| May 8, 2026 | WEBSTER STEVEN A | Director | AWARD | 1,350 | — | — |
| May 8, 2026 | WESTBROOK KELVIN R | Director | AWARD | 2,507 | — | — |
| May 8, 2026 | Sevilla-Sacasa Frances Aldrich | Director | AWARD | 2,507 | — | — |
| May 8, 2026 | Khator Renu | Director | AWARD | 2,507 | — | — |