Market Cap
$6.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Sep 28, 2026 | Jefferies | MAINTAIN | Hold | 53% |
| Sep 15, 2026 | Guggenheim | INITIATE | Buy | 52% |
| Aug 4, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Aug 4, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 2, 2026 | Jefferies | MAINTAIN | Hold | 53% |
| Jul 31, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 31, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 31, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 31, 2026 | Wolfe Research | DOWNGRADE | Peer Perform | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 6 | 14 | 0 | 0 | 33% | |
| Aug 1, 2026 | 1 | 6 | 14 | 0 | 0 | 33% | |
| Jul 1, 2026 | 2 | 6 | 13 | 0 | 0 | 38% | |
| Jun 1, 2026 | 2 | 6 | 13 | 0 | 0 | 38% | |
| May 1, 2026 | 2 | 7 | 13 | 0 | 0 | 41% | |
| Apr 1, 2026 | 2 | 7 | 13 | 0 | 0 | 41% | |
| Mar 1, 2026 | 2 | 6 | 14 | 0 | 0 | 36% | |
| Feb 1, 2026 | 2 | 6 | 12 | 1 | 0 | 38% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.50 | $0.42–$0.58 | 34.3% | -1.1% | 4↑ 5↓ | $0.5B | 15 |
| Next Q | $0.66 | $0.55–$0.79 | 26.4% | +0.7% | 6↑ 5↓ | $0.6B | 15 |
| Current FY | $2.40 | $2.33–$2.59 | 36.3% | -0.0% | 13↑ 0↓ | $2.1B | 16 |
| Next FY | $3.14 | $2.82–$3.50 | 30.8% | +0.7% | 9↑ 3↓ | $2.3B | 15 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.497 | — |
| 7d ago | $0.501 | -0.004 |
| 30d ago | $0.502 | -0.005 |
| 60d ago | $0.498 | -0.001 |
| 90d ago | $0.500 | -0.003 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 14,218,892 | $1.4B | 22.1% | ADD +39.7% |
| EARNEST PARTNERS LLC | 4,584,594 | $458.7M | 7.1% | — |
| STATE STREET CORP | 4,373,328 | $437.6M | 6.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,402,558 | $340.5M | 5.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,143,027 | $314.5M | 4.9% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2,471,596 | $247.3M | 3.8% | — |
| BANK OF AMERICA CORP /DE/ | 2,168,182 | $216.9M | 3.4% | — |
| BRANDES INVESTMENT PARTNERS, LP | 2,134,549 | $213.6M | 3.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,710,646 | $171.2M | 2.7% | — |
| UBS Group AG | 1,693,254 | $169.4M | 2.6% | DOUBLED +127.8% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | TRIM | 3,402,409 | 1,207,813 | -64.5% | $97.7M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | ADD | 580,280 | 819,193 | +41.2% | $82.0M |
| JPMORGAN CHASE & CO | TRIM | 1,495,941 | 697,755 | -53.4% | $69.3M |
| GOLDMAN SACHS GROUP INC | ADD | 345,245 | 519,551 | +50.5% | $52.0M |
| FIL Ltd | DOUBLED | 183,695 | 519,536 | +182.8% | $52.0M |
| NORGES BANK | NEW | — | 456,464 | — | $45.7M |
| Gotham Asset Management, LLC | ADD | 230,616 | 407,074 | +76.5% | $40.7M |
| Squarepoint Ops LLC | ADD | 270,623 | 343,283 | +26.8% | $34.3M |
| STIFEL FINANCIAL CORP | ADD | 209,502 | 290,064 | +38.5% | $29.0M |
| Nuveen, LLC | ADD | 173,032 | 272,654 | +57.6% | $27.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 3, 2026 | Lehman Gail E | See Remarks | EXERCISE | 5,000 | $65.56 | $327.8K |
| Sep 3, 2026 | Lehman Gail E | See Remarks | SELL | 5,000 | $92.12 | $460.6K |
| Sep 3, 2026 | Lehman Gail E | See Remarks | SELL | 8,829 | $92.09 | $813.1K |
| Sep 3, 2026 | Lehman Gail E | See Remarks | EXERCISE | 8,829 | $68.15 | $601.7K |
| Aug 14, 2026 | Fitzsimons Gina | See Remarks | EXERCISE | 3,517 | $44.90 | $157.9K |
| Aug 14, 2026 | Fitzsimons Gina | See Remarks | SELL | 3,517 | $103.12 | $362.7K |
| Aug 14, 2026 | Fitzsimons Gina | See Remarks | SELL | 6,158 | $103.15 | $635.2K |
| Aug 14, 2026 | Fitzsimons Gina | See Remarks | EXERCISE | 6,158 | $52.17 | $321.3K |
| Aug 3, 2026 | COOGAN JAMES GORDON | EVP, CFO | AWARD | 7,623 | — | — |
| Aug 3, 2026 | COOGAN JAMES GORDON | EVP, CFO | AWARD | 3,079 | — | — |