Market Cap
$366.7M
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 21, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 12, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 10, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 10, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Jul 21, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| May 29, 2026 | Canaccord Genuity | INITIATE | Buy | 47% |
| Apr 24, 2026 | Barclays | INITIATE | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 6 | 2 | 0 | 0 | 83% | |
| Aug 1, 2026 | 4 | 6 | 2 | 0 | 0 | 83% | |
| Jul 1, 2026 | 4 | 6 | 2 | 0 | 0 | 83% | |
| Jun 1, 2026 | 4 | 6 | 2 | 0 | 0 | 83% | |
| May 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| Apr 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| Mar 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| Feb 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.71 | $1.71–$1.71 | — | +8.2% | 1↑ 0↓ | $0.3B | 1 |
| Next Q | $1.72 | $1.72–$1.72 | 153.9% | +1.2% | 1↑ 0↓ | $0.3B | 1 |
| Current FY | $5.81 | $5.81–$5.81 | 146.2% | +4.1% | 1↑ 0↓ | $1.0B | 1 |
| Next FY | $7.33 | $7.33–$7.33 | 26.2% | +7.2% | 1↑ 0↓ | $1.1B | 1 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.710 | — |
| 7d ago | $1.580 | +0.130 |
| 30d ago | $1.580 | +0.130 |
| 60d ago | $1.580 | +0.130 |
| 90d ago | $1.410 | +0.300 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| PUBLIC INVESTMENT FUND | 1,281,250 | $43.7M | 27.2% | — |
| BlackRock, Inc. | 723,217 | $24.7M | 15.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 423,039 | $14.4M | 9.0% | — |
| PRUDENTIAL FINANCIAL INC | 353,904 | $12.1M | 7.5% | ADD +26.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 225,151 | $7.7M | 4.8% | — |
| AQR CAPITAL MANAGEMENT LLC | 174,011 | $5.9M | 3.7% | DOUBLED +225.6% |
| STATE STREET CORP | 170,395 | $5.8M | 3.6% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 167,006 | $5.7M | 3.5% | TRIM -28.0% |
| NOMURA HOLDINGS INC | 131,760 | $4.5M | 2.8% | — |
| BANK OF AMERICA CORP /DE/ | 93,714 | $3.2M | 2.0% | DOUBLED +146.6% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | TRIM | 232,088 | 167,006 | -28.0% | $5.7M |
| Allianz Asset Management GmbH | ADD | 67,067 | 91,773 | +36.8% | $3.1M |
| Point72 Asset Management, L.P. | TRIM | 89,444 | 39,000 | -56.4% | $1.3M |
| GOLDMAN SACHS GROUP INC | ADD | 15,447 | 27,024 | +74.9% | $921.8K |
| Bank of New York Mellon Corp | ADD | 18,111 | 26,750 | +47.7% | $912.4K |
| MORGAN STANLEY | NEAR_EXIT | 97,055 | 21,460 | -77.9% | $732.0K |
| MARSHALL WACE, LLP | NEAR_EXIT | 70,969 | 13,533 | -80.9% | $461.6K |
| BARCLAYS PLC | NEAR_EXIT | 241,783 | 11,558 | -95.2% | $394.2K |
| MILLENNIUM MANAGEMENT LLC | TRIM | 19,360 | 9,936 | -48.7% | $338.9K |
| DEUTSCHE BANK AG\ | ADD | 5,272 | 9,589 | +81.9% | $327.1K |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 21, 2026 | Garis Douglas Michael | EVP&CFO | SELL | 7,877 | $30.50 | $240.3K |
| Sep 21, 2026 | Garis Douglas Michael | EVP&CFO | SELL | 1,148 | $31.19 | $35.8K |
| Sep 14, 2026 | Letham Thomas Benjamin | Director | AWARD | 2,880 | — | — |
| Aug 28, 2026 | Dalton Travis | Pres., CEO & Executive Chair | BUY | 1,950 | $38.48 | $75.0K |
| Aug 27, 2026 | Dalton Travis | Pres., CEO & Executive Chair | BUY | 4,500 | $38.81 | $174.6K |
| Aug 14, 2026 | Misencik Tiffani | SVP, Chief Growth Officer | SELL | 8,850 | $40.07 | $354.6K |
| Aug 10, 2026 | Mintz William B. | SVP, Chief Strategy Officer | SELL | 8,431 | $34.24 | $288.7K |
| Aug 5, 2026 | Mintz William B. | SVP, Chief Strategy Officer | TAX W/H | 3,622 | $26.13 | $94.6K |
| Aug 5, 2026 | Garis Douglas Michael | EVP&CFO | TAX W/H | 11,711 | $26.13 | $306.0K |
| Jun 30, 2026 | Albinson Brock | SVP, Chief Accounting Officer | AWARD | 3,649 | — | — |