Market Cap
$14.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 10, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Sep 2, 2026 | Wolfe Research | INITIATE | Outperform | 52% |
| Aug 18, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 11, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Aug 3, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Jul 31, 2026 | Macquarie | MAINTAIN | Outperform | 55% |
| Jul 31, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 31, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 21, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 21, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 13 | 11 | 0 | 0 | 63% | |
| Aug 1, 2026 | 6 | 14 | 10 | 0 | 0 | 67% | |
| Jul 1, 2026 | 6 | 14 | 10 | 0 | 0 | 67% | |
| Jun 1, 2026 | 6 | 13 | 11 | 0 | 0 | 63% | |
| May 1, 2026 | 6 | 14 | 10 | 0 | 0 | 67% | |
| Apr 1, 2026 | 6 | 14 | 10 | 0 | 0 | 67% | |
| Mar 1, 2026 | 6 | 14 | 10 | 0 | 0 | 67% | |
| Feb 1, 2026 | 6 | 14 | 10 | 0 | 0 | 67% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.77 | $0.46–$0.99 | 357.1% | -4.2% | 1↑ 16↓ | $1.7B | 20 |
| Next Q | $1.01 | $0.44–$1.34 | -24.1% | +1.6% | 6↑ 10↓ | $1.8B | 20 |
| Current FY | $3.59 | $3.05–$4.53 | 64.1% | -0.2% | 6↑ 12↓ | $7.2B | 23 |
| Next FY | $4.87 | $3.73–$6.43 | 35.6% | +0.2% | 5↑ 14↓ | $7.8B | 23 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.771 | — |
| 7d ago | $0.789 | -0.018 |
| 30d ago | $0.805 | -0.033 |
| 60d ago | $0.950 | -0.179 |
| 90d ago | $0.946 | -0.174 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BAMCO INC /NY/ | 7,279,087 | $1.4B | 18.2% | — |
| PRINCIPAL FINANCIAL GROUP INC | 4,430,258 | $858.8M | 11.1% | — |
| BlackRock, Inc. | 4,276,190 | $828.9M | 10.7% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 2,826,935 | $548.0M | 7.1% | TRIM -35.5% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2,739,255 | $530.8M | 6.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,784,964 | $346.0M | 4.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,736,069 | $336.5M | 4.3% | — |
| MORGAN STANLEY | 1,572,001 | $304.7M | 3.9% | — |
| STATE STREET CORP | 1,430,468 | $277.3M | 3.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 4,385,612 | 2,826,935 | -35.5% | $548.0M |
| ALLIANCEBERNSTEIN L.P. | ADD | 679,772 | 1,335,255 | +96.4% | $192.0M |
| GOLDMAN SACHS GROUP INC | ADD | 451,036 | 723,649 | +60.4% | $140.3M |
| FMR LLC | DOUBLED | 80,835 | 368,659 | +356.1% | $71.5M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | TRIM | 525,320 | 307,151 | -41.5% | $59.5M |
| CITADEL ADVISORS LLC | TRIM | 700,632 | 259,266 | -63.0% | $50.3M |
| BALYASNY ASSET MANAGEMENT L.P. | NEW | — | 228,948 | — | $44.4M |
| Fiera Capital Corp | TRIM | 324,461 | 183,777 | -43.4% | $35.6M |
| Woodline Partners LP | DOUBLED | 34,052 | 181,141 | +432.0% | $35.1M |
| CITIGROUP INC | DOUBLED | 28,066 | 126,335 | +350.1% | $24.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | O'NEILL HEIDI | Director | AWARD | 156 | — | — |
| Sep 15, 2026 | Travis Tracey Thomas | Director | AWARD | 156 | — | — |
| Sep 15, 2026 | Pritzker Jason | Director | AWARD | 156 | — | — |
| Sep 14, 2026 | Lalvani Amar | See Remarks | EXERCISE | 4,709 | $122.21 | $575.5K |
| Sep 14, 2026 | Lalvani Amar | See Remarks | D | 3,530 | $163.06 | $575.6K |
| Sep 14, 2026 | Lalvani Amar | See Remarks | SELL | 1,364 | $163.06 | $222.4K |
| Aug 17, 2026 | KRONICK SUSAN D | Director | SELL | 1,700 | $179.88 | $305.8K |
| Aug 3, 2026 | Bottarini Joan | See Remarks | SELL | 1,825 | $170.37 | $310.9K |
| Jun 22, 2026 | HOPLAMAZIAN MARK SAMUEL | See Remarks | SELL | 16,850 | $195.96 | $3.3M |
| Jun 22, 2026 | HOPLAMAZIAN MARK SAMUEL | See Remarks | SELL | 30,479 | $196.80 | $6.0M |