Market Cap
$4.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 9, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 20, 2026 | Keybanc | UPGRADE | Overweight | 52% |
| Aug 7, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 30, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 15, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 2, 2026 | Citizens | REITERATE | Market Outperform | 38% |
| Jun 12, 2026 | Citizens | UPGRADE | Market Outperform | 38% |
| Jun 9, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| May 26, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 7 | 7 | 1 | 0 | 53% | |
| Aug 1, 2026 | 2 | 6 | 8 | 1 | 0 | 47% | |
| Jul 1, 2026 | 2 | 5 | 8 | 1 | 0 | 44% | |
| Jun 1, 2026 | 2 | 4 | 9 | 1 | 0 | 38% | |
| May 1, 2026 | 2 | 5 | 8 | 1 | 0 | 44% | |
| Apr 1, 2026 | 3 | 4 | 8 | 1 | 0 | 44% | |
| Mar 1, 2026 | 3 | 4 | 8 | 1 | 0 | 44% | |
| Feb 1, 2026 | 3 | 4 | 8 | 1 | 0 | 44% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.83 | $0.83–$0.83 | -10.6% | -2.4% | 0↑ 1↓ | $0.2B | 1 |
| Next Q | $0.76 | $0.76–$0.76 | -6.4% | +1.3% | 1↑ 0↓ | $0.2B | 1 |
| Current FY | $3.07 | $2.95–$3.15 | -6.3% | +0.4% | 3↑ 1↓ | $0.8B | 7 |
| Next FY | $3.18 | $3.18–$3.18 | — | +2.3% | 1↑ 0↓ | $0.8B | 1 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.830 | — |
| 7d ago | $0.850 | -0.020 |
| 30d ago | $0.850 | -0.020 |
| 60d ago | $0.850 | -0.020 |
| 90d ago | $0.850 | -0.020 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 10,256,061 | $595.0M | 20.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,809,179 | $395.0M | 13.4% | — |
| STATE STREET CORP | 3,810,709 | $222.2M | 7.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,441,922 | $199.7M | 6.8% | — |
| Quantinno Capital Management LP | 2,148,163 | $124.6M | 4.2% | ADD +36.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,660,236 | $96.3M | 3.3% | — |
| NORTHERN TRUST CORP | 1,535,465 | $89.1M | 3.0% | ADD +30.1% |
| GOLDMAN SACHS GROUP INC | 1,487,023 | $86.3M | 2.9% | DOUBLED +271.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,369,256 | $79.4M | 2.7% | — |
| AQR CAPITAL MANAGEMENT LLC | 1,336,730 | $77.5M | 2.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | ADD | 1,572,738 | 2,148,163 | +36.6% | $124.6M |
| NORTHERN TRUST CORP | ADD | 1,180,450 | 1,535,465 | +30.1% | $89.1M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 399,831 | 1,487,023 | +271.9% | $86.3M |
| NORGES BANK | NEW | — | 963,880 | — | $55.9M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 774,973 | 439,734 | -43.3% | $25.5M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 564,400 | 345,400 | -38.8% | $20.0M |
| D. E. Shaw & Co., Inc. | TRIM | 367,293 | 233,216 | -36.5% | $13.5M |
| FIRST TRUST ADVISORS LP | DOUBLED | 87,451 | 223,183 | +155.2% | $12.9M |
| MARSHALL WACE, LLP | TRIM | 451,710 | 215,870 | -52.2% | $12.5M |
| APG Asset Management US Inc. | NEW | — | 200,183 | — | $11.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 19, 2026 | Grace Elizabeth | SVP - Human Resources & Admin | SELL | 4,200 | $60.57 | $254.4K |
| Aug 6, 2026 | Sterneck Robin Peppe | Director | SELL | 3,403 | $61.54 | $209.4K |
| Aug 3, 2026 | Mater Tonya L. | SVP & Chief Accounting Officer | SELL | 3,600 | $61.82 | $222.5K |
| Aug 3, 2026 | Mater Tonya L. | SVP & Chief Accounting Officer | SELL | 3,092 | $61.76 | $191.0K |
| Jul 17, 2026 | Johnson Gwendolyn Mary | SVP - Asset Management | SELL | 1,000 | $62.50 | $62.5K |
| Jul 7, 2026 | Johnson Gwendolyn Mary | SVP - Asset Management | SELL | 1,000 | $60.00 | $60.0K |
| Jun 23, 2026 | Turvey Paul Robert | SVP, General Counsel | SELL | 6,400 | $58.20 | $372.5K |
| Jun 23, 2026 | Johnson Gwendolyn Mary | SVP - Asset Management | SELL | 2,000 | $58.11 | $116.2K |
| Jun 15, 2026 | Sterneck Robin Peppe | Director | GIFT | 3,403 | — | — |
| Jun 1, 2026 | Ziegler Caixia | Director | AWARD | 1,965 | — | — |