Market Cap
$6.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 10, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 10, 2026 | Truist Securities | REITERATE | Buy | 55% |
| Aug 10, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 10, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Aug 10, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 2, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| May 11, 2026 | Truist Securities | REITERATE | Buy | 55% |
| May 11, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| May 11, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 6 | 5 | 0 | 0 | 62% | |
| Aug 1, 2026 | 2 | 6 | 5 | 0 | 0 | 62% | |
| Jul 1, 2026 | 2 | 6 | 5 | 0 | 0 | 62% | |
| Jun 1, 2026 | 2 | 6 | 5 | 0 | 0 | 62% | |
| May 1, 2026 | 2 | 6 | 5 | 0 | 0 | 62% | |
| Apr 1, 2026 | 2 | 7 | 5 | 0 | 0 | 64% | |
| Mar 1, 2026 | 2 | 7 | 5 | 0 | 0 | 64% | |
| Feb 1, 2026 | 2 | 7 | 5 | 0 | 0 | 64% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.79 | $0.75–$0.82 | 16.5% | +0.0% | 1↑ 5↓ | $4.3B | 6 |
| Next Q | $0.86 | $0.79–$0.92 | 160.1% | +0.0% | 2↑ 3↓ | $4.4B | 6 |
| Current FY | $2.71 | $2.60–$2.76 | 23.6% | +0.0% | 7↑ 0↓ | $16.7B | 8 |
| Next FY | $3.37 | $3.15–$3.70 | 24.4% | +0.0% | 5↑ 2↓ | $18.3B | 8 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.793 | — |
| 7d ago | $0.793 | — |
| 30d ago | $0.793 | — |
| 60d ago | $0.847 | -0.055 |
| 90d ago | $0.852 | -0.060 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 19,212,808 | $1.0B | 18.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,722,405 | $352.2M | 6.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,301,164 | $330.1M | 6.0% | — |
| STATE STREET CORP | 5,616,354 | $294.2M | 5.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,843,998 | $271.7M | 4.9% | — |
| Rubric Capital Management LP | 5,017,248 | $262.9M | 4.8% | NEW |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 4,635,570 | $242.9M | 4.4% | — |
| D. E. Shaw & Co., Inc. | 2,949,214 | $154.5M | 2.8% | — |
| DIMENSIONAL FUND ADVISORS LP | 2,937,899 | $153.9M | 2.8% | — |
| MORGAN STANLEY | 2,762,134 | $144.7M | 2.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Rubric Capital Management LP | NEW | — | 5,017,248 | — | $262.9M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 183,877 | 1,972,910 | +973.0% | $103.4M |
| MAVERICK CAPITAL LTD | ADD | 1,415,557 | 1,857,157 | +31.2% | $97.3M |
| FMR LLC | ADD | 1,107,908 | 1,754,103 | +58.3% | $91.9M |
| Starboard Value LP | TRIM | 2,886,327 | 1,586,327 | -45.0% | $83.1M |
| UBS Group AG | TRIM | 2,145,689 | 1,386,326 | -35.4% | $72.6M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | DOUBLED | 495,893 | 1,150,503 | +132.0% | $60.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 402,842 | 908,103 | +125.4% | $47.6M |
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | 311,746 | 855,072 | +174.3% | $44.8M |
| Point72 Asset Management, L.P. | TRIM | 1,365,571 | 831,678 | -39.1% | $43.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 7, 2026 | Bechelany Pierre Edward | Group President | SELL | 5,000 | $55.24 | $276.2K |
| Aug 4, 2026 | CALDWELL JAMES FRANK JR | Director | AWARD | 2,765 | — | — |
| May 6, 2026 | CARD ROBERT G | Director | AWARD | 3,506 | — | — |
| May 6, 2026 | Glatch Lisa | Director | AWARD | 3,506 | — | — |
| May 6, 2026 | HACKETT JAMES T | Director | AWARD | 3,506 | — | — |
| May 6, 2026 | McClure Teri P | Director | AWARD | 3,506 | — | — |
| May 6, 2026 | BERKERY ROSEMARY T | Director | AWARD | 3,506 | — | — |
| May 6, 2026 | EBERHART PAULETT | Director | AWARD | 3,506 | — | — |
| May 6, 2026 | BENNETT ALAN M | Director | AWARD | 3,506 | — | — |
| May 6, 2026 | Blankenship Charles P | Director | AWARD | 3,506 | — | — |