Market Cap
$5.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 31, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 31, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 23, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jul 20, 2026 | Seaport Global | MAINTAIN | Buy | 51% |
| Jun 26, 2026 | Piper Sandler | UPGRADE | Overweight | 54% |
| Jun 15, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Jun 8, 2026 | Baird | UPGRADE | Outperform | 54% |
| Jun 4, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| May 1, 2026 | UBS | MAINTAIN | Neutral | 55% |
| May 1, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 7 | 9 | 1 | 0 | 57% | |
| Aug 1, 2026 | 6 | 8 | 8 | 1 | 0 | 61% | |
| Jul 1, 2026 | 6 | 8 | 8 | 1 | 0 | 61% | |
| Jun 1, 2026 | 5 | 7 | 10 | 1 | 0 | 52% | |
| May 1, 2026 | 5 | 7 | 10 | 1 | 0 | 52% | |
| Apr 1, 2026 | 5 | 5 | 12 | 1 | 0 | 43% | |
| Mar 1, 2026 | 5 | 5 | 10 | 2 | 0 | 45% | |
| Feb 1, 2026 | 4 | 7 | 10 | 1 | 0 | 50% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.30 | $3.25–$3.37 | 13.1% | -0.0% | 0↑ 13↓ | $1.0B | 14 |
| Next Q | $3.11 | $2.90–$3.26 | 35.9% | -0.1% | 13↑ 0↓ | $1.0B | 13 |
| Current FY | $13.95 | $13.75–$14.14 | 11.5% | +0.1% | 15↑ 0↓ | $4.1B | 15 |
| Next FY | $14.95 | $13.50–$15.57 | 7.1% | +0.2% | 1↑ 4↓ | $4.2B | 15 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.301 | — |
| 7d ago | $3.301 | — |
| 30d ago | $3.301 | -0.000 |
| 60d ago | $3.546 | -0.245 |
| 90d ago | $3.541 | -0.240 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 4,652,050 | $561.2M | 13.4% | — |
| FMR LLC | 3,507,502 | $423.1M | 10.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,165,082 | $261.2M | 6.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,094,077 | $252.6M | 6.0% | — |
| STATE STREET CORP | 1,589,283 | $191.7M | 4.6% | — |
| AMERICAN CENTURY COMPANIES INC | 1,473,699 | $177.8M | 4.2% | ADD +71.4% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1,297,578 | $156.5M | 3.7% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,181,950 | $142.6M | 3.4% | — |
| CITADEL ADVISORS LLC | 1,099,176 | $132.6M | 3.2% | DOUBLED +103.8% |
| FRANKLIN RESOURCES INC | 1,035,609 | $124.9M | 3.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | ADD | 859,874 | 1,473,699 | +71.4% | $177.8M |
| CITADEL ADVISORS LLC | DOUBLED | 539,314 | 1,099,176 | +103.8% | $132.6M |
| Point72 Asset Management, L.P. | ADD | 596,501 | 892,537 | +49.6% | $107.7M |
| MORGAN STANLEY | ADD | 627,909 | 889,601 | +41.7% | $107.3M |
| D. E. Shaw & Co., Inc. | DOUBLED | 410,678 | 869,507 | +111.7% | $104.9M |
| NORGES BANK | NEW | — | 782,672 | — | $94.4M |
| PRINCIPAL FINANCIAL GROUP INC | DOUBLED | 112,139 | 522,707 | +366.1% | $63.1M |
| JANE STREET GROUP, LLC | DOUBLED | 158,508 | 372,650 | +135.1% | $45.0M |
| JPMORGAN CHASE & CO | TRIM | 401,446 | 259,303 | -35.4% | $32.8M |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | ADD | 144,076 | 247,811 | +72.0% | $29.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 22, 2026 | REAGAN PATRAIC | EVP, Chief Financial Officer | TAX W/H | 4,701 | $124.58 | $585.7K |
| Sep 15, 2026 | KAPLAN BETH J | Director | BUY | 885 | $112.12 | $99.2K |
| Sep 15, 2026 | SMACH THOMAS J | Director | BUY | 680 | $111.49 | $75.8K |
| Sep 10, 2026 | SMACH THOMAS J | Director | BUY | 3,000 | $109.42 | $328.3K |
| Sep 10, 2026 | SMACH THOMAS J | Director | BUY | 1,000 | $109.27 | $109.3K |
| Aug 10, 2026 | Rees Andrew | Chief Executive Officer | SELL | 8,696 | $139.39 | $1.2M |
| Aug 10, 2026 | Rees Andrew | Chief Executive Officer | SELL | 9,576 | $138.38 | $1.3M |
| Aug 10, 2026 | Rees Andrew | Chief Executive Officer | SELL | 800 | $140.02 | $112.0K |
| Aug 7, 2026 | Rees Andrew | Chief Executive Officer | SELL | 5,796 | $137.41 | $796.5K |
| Aug 7, 2026 | Rees Andrew | Chief Executive Officer | SELL | 4,204 | $137.96 | $580.0K |
| Halted | Code | Reason | Status |
|---|---|---|---|
| Jul 30, 2026 | LUDP | Volatility Pause | Resumed |