Market Cap
$1.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 27, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 23, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 23, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Jul 15, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Jul 13, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 13, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 9, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Jul 8, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jun 9, 2026 | UBS | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 8 | 8 | 1 | 0 | 55% | |
| Aug 1, 2026 | 3 | 8 | 7 | 1 | 0 | 58% | |
| Jul 1, 2026 | 3 | 8 | 7 | 1 | 0 | 58% | |
| Jun 1, 2026 | 3 | 8 | 7 | 1 | 0 | 58% | |
| May 1, 2026 | 3 | 7 | 8 | 1 | 0 | 53% | |
| Apr 1, 2026 | 3 | 8 | 7 | 1 | 0 | 58% | |
| Mar 1, 2026 | 3 | 8 | 6 | 1 | 0 | 61% | |
| Feb 1, 2026 | 3 | 7 | 7 | 1 | 0 | 56% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.53 | $0.42–$0.62 | 14.4% | -1.0% | 1↑ 1↓ | $0.1B | 13 |
| Next Q | $0.62 | $0.51–$0.71 | -3.6% | -1.0% | 0↑ 2↓ | $0.1B | 13 |
| Current FY | $2.13 | $2.00–$2.20 | 14.7% | -0.7% | 0↑ 2↓ | $0.4B | 13 |
| Next FY | $2.68 | $2.36–$3.00 | 25.8% | -0.6% | 0↑ 3↓ | $0.5B | 13 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.526 | — |
| 7d ago | $0.531 | -0.005 |
| 30d ago | $0.531 | -0.005 |
| 60d ago | $0.531 | -0.005 |
| 90d ago | $0.596 | -0.070 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 3,656,280 | $177.3M | 18.2% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,168,930 | $105.2M | 10.8% | — |
| Capital World Investors | 2,027,586 | $98.3M | 10.1% | — |
| WASATCH ADVISORS LP | 1,892,453 | $91.8M | 9.4% | ADD +32.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,293,807 | $62.7M | 6.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,002,236 | $48.6M | 5.0% | — |
| STATE STREET CORP | 919,003 | $44.6M | 4.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 635,114 | $30.8M | 3.2% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 557,992 | $27.1M | 2.8% | NEW |
| GOLDMAN SACHS GROUP INC | 507,585 | $24.6M | 2.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | NEW | — | 557,992 | — | $27.1M |
| MORGAN STANLEY | ADD | 323,008 | 438,286 | +35.7% | $21.3M |
| BANK OF AMERICA CORP /DE/ | ADD | 329,333 | 426,003 | +29.4% | $20.7M |
| MARSHALL WACE, LLP | DOUBLED | 52,536 | 330,416 | +528.9% | $16.0M |
| DIMENSIONAL FUND ADVISORS LP | TRIM | 411,527 | 225,938 | -45.1% | $11.0M |
| CITIGROUP INC | ADD | 128,309 | 161,474 | +25.8% | $7.8M |
| Walleye Capital LLC | DOUBLED | 14,109 | 142,749 | +911.8% | $6.9M |
| SEI INVESTMENTS CO | TRIM | 163,452 | 119,264 | -27.0% | $5.8M |
| TUDOR INVESTMENT CORP ET AL | TRIM | 264,836 | 117,736 | -55.5% | $5.7M |
| Quantinno Capital Management LP | DOUBLED | 31,878 | 79,810 | +150.4% | $3.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 22, 2026 | Durable Capital Partners LP | 10%+ Owner | BUY | 150,000 | $47.32 | $7.1M |
| Aug 27, 2026 | Mark & Robyn Jones Descendants Trust 2014 | Executive Chairman | GIFT | 100,000 | — | — |
| Aug 27, 2026 | Jones Mark Evan | Executive Chairman | GIFT | 100,000 | — | — |
| Aug 27, 2026 | Mark & Robyn Jones Descendants Trust 2014 | Executive Chairman | GIFT | 100,000 | — | — |
| Aug 27, 2026 | Jones Mark Evan | Executive Chairman | GIFT | 100,000 | — | — |
| Aug 20, 2026 | Jones Serena | 10%+ Owner | CONVERT | 10,000 | — | — |
| Aug 20, 2026 | Jones Serena | 10%+ Owner | CONVERT | 10,000 | — | — |
| Aug 20, 2026 | Jones Serena | 10%+ Owner | SELL | 3,893 | $68.75 | $267.6K |
| Aug 20, 2026 | Jones Serena | 10%+ Owner | CONVERT | 10,000 | — | — |
| Aug 20, 2026 | Jones Serena | 10%+ Owner | SELL | 5,000 | $70.00 | $350.0K |