Market Cap
$2.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Apr 8, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 0 | 4 | 3 | 3 | 0% | |
| Aug 1, 2026 | 0 | 0 | 4 | 3 | 3 | 0% | |
| Jul 1, 2026 | 0 | 0 | 4 | 3 | 3 | 0% | |
| Jun 1, 2026 | 0 | 0 | 4 | 3 | 3 | 0% | |
| May 1, 2026 | 0 | 0 | 3 | 3 | 3 | 0% | |
| Apr 1, 2026 | 0 | 0 | 4 | 3 | 3 | 0% | |
| Mar 1, 2026 | 0 | 0 | 4 | 3 | 3 | 0% | |
| Feb 1, 2026 | 0 | 0 | 4 | 3 | 3 | 0% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.82 | $0.77–$0.86 | -33.2% | -14.0% | 0↑ 2↓ | $0.8B | 2 |
| Next Q | $0.91 | $0.89–$0.93 | 0.1% | -10.1% | 0↑ 2↓ | $0.8B | 2 |
| Current FY | $3.21 | $3.17–$3.25 | -11.9% | -9.5% | 0↑ 2↓ | $3.0B | 2 |
| Next FY | $4.85 | $4.08–$5.62 | 51.3% | -4.7% | 0↑ 2↓ | $3.3B | 2 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.816 | — |
| 7d ago | $0.920 | -0.105 |
| 30d ago | $0.949 | -0.133 |
| 60d ago | $0.980 | -0.164 |
| 90d ago | $0.970 | -0.154 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 3,377,244 | $89.8M | 11.6% | — |
| Brave Warrior Advisors, LLC | 2,482,417 | $66.0M | 8.6% | TRIM -53.6% |
| BANK OF AMERICA CORP /DE/ | 2,224,783 | $59.2M | 7.7% | DOUBLED +5173.5% |
| DIMENSIONAL FUND ADVISORS LP | 2,136,347 | $56.8M | 7.4% | ADD +44.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,975,976 | $52.5M | 6.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,544,055 | $41.1M | 5.3% | — |
| STATE STREET CORP | 1,432,065 | $38.1M | 4.9% | ADD +72.7% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1,263,189 | $33.6M | 4.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Brave Warrior Advisors, LLC | TRIM | 5,353,141 | 2,482,417 | -53.6% | $66.0M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 42,188 | 2,224,783 | +5173.5% | $59.2M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 1,480,179 | 2,136,347 | +44.3% | $56.8M |
| STATE STREET CORP | ADD | 829,417 | 1,432,065 | +72.7% | $38.1M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 341,281 | 1,098,799 | +222.0% | $29.2M |
| FIRST TRUST ADVISORS LP | NEW | — | 1,032,974 | — | $27.5M |
| AMERICAN CENTURY COMPANIES INC | ADD | 632,338 | 844,172 | +33.5% | $22.4M |
| NORGES BANK | NEW | — | 443,301 | — | $11.8M |
| JPMORGAN CHASE & CO | DOUBLED | 132,953 | 304,458 | +129.0% | $8.3M |
| Point72 Asset Management, L.P. | DOUBLED | 128,887 | 288,705 | +124.0% | $7.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Bailey Michael H | EVP, Chief Financial Officer | AWARD | 26,817 | — | — |
| Jul 1, 2026 | QUIRK RAYMOND R | Director | AWARD | 1,009 | — | — |
| Jul 1, 2026 | Ammerman Douglas K | Director | AWARD | 816 | — | — |
| Jul 1, 2026 | Nolan Michael Joseph | Director | AWARD | 1,009 | — | — |
| Apr 1, 2026 | Ammerman Douglas K | Director | AWARD | 863 | — | — |
| Apr 1, 2026 | QUIRK RAYMOND R | Director | AWARD | 1,067 | — | — |
| Apr 1, 2026 | Nolan Michael Joseph | Director | AWARD | 1,067 | — | — |
| Apr 1, 2026 | Murphy Conor | President and CFO | TAX W/H | 10,566 | $25.79 | $272.5K |
| Mar 24, 2026 | Gravelle Michael L | EVP, General Counsel & Corp S | TAX W/H | 855 | $24.28 | $20.8K |
| Mar 13, 2026 | Blunt Christopher O | Chief Executive Officer | BUY | 10,000 | $20.99 | $209.9K |