Market Cap
$4.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 7, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Aug 7, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Aug 7, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jul 21, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Jun 15, 2026 | BTIG | INITIATE | Buy | 53% |
| May 27, 2026 | Needham | UPGRADE | Buy | 50% |
| Apr 27, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Apr 17, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 7 | 1 | 0 | 0 | 92% | |
| Aug 1, 2026 | 5 | 7 | 1 | 0 | 0 | 92% | |
| Jul 1, 2026 | 5 | 7 | 1 | 0 | 0 | 92% | |
| Jun 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% | |
| May 1, 2026 | 4 | 6 | 2 | 0 | 0 | 83% | |
| Apr 1, 2026 | 4 | 6 | 2 | 0 | 0 | 83% | |
| Mar 1, 2026 | 4 | 6 | 2 | 0 | 0 | 83% | |
| Feb 1, 2026 | 4 | 6 | 2 | 0 | 0 | 83% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.15 | $2.12–$2.19 | 5.8% | +0.0% | 6↑ 1↓ | $0.6B | 7 |
| Next Q | $2.23 | $2.16–$2.29 | 17.0% | +0.0% | 4↑ 1↓ | $0.6B | 7 |
| Current FY | $8.75 | $8.64–$8.83 | 12.8% | +0.0% | 8↑ 0↓ | $2.2B | 8 |
| Next FY | $9.65 | $9.33–$10.10 | 10.2% | +0.0% | 7↑ 1↓ | $2.3B | 8 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.147 | — |
| 7d ago | $2.147 | — |
| 30d ago | $2.147 | — |
| 60d ago | $2.083 | +0.064 |
| 90d ago | $2.080 | +0.067 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 3,753,409 | $550.2M | 16.6% | — |
| Jupiter Topco LLC | 2,781,620 | $407.8M | 12.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,470,583 | $215.6M | 6.5% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1,298,127 | $190.3M | 5.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,123,237 | $164.7M | 5.0% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,053,476 | $154.4M | 4.7% | — |
| STATE STREET CORP | 1,024,369 | $150.2M | 4.5% | — |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 739,138 | $109.3M | 3.3% | — |
| AMERIPRISE FINANCIAL INC | 689,573 | $101.1M | 3.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 660,423 | $96.8M | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | ADD | 333,336 | 536,225 | +60.9% | $78.6M |
| GOLDMAN SACHS GROUP INC | ADD | 322,691 | 417,342 | +29.3% | $61.2M |
| MORGAN STANLEY | TRIM | 526,842 | 372,583 | -29.3% | $54.6M |
| TORONTO DOMINION BANK | ADD | 208,932 | 358,023 | +71.4% | $52.5M |
| NORGES BANK | NEW | — | 177,733 | — | $26.1M |
| Point72 Asset Management, L.P. | ADD | 83,167 | 165,469 | +99.0% | $24.3M |
| Quantinno Capital Management LP | TRIM | 215,490 | 158,642 | -26.4% | $23.3M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 243,121 | 148,986 | -38.7% | $21.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | TRIM | 79,421 | 58,442 | -26.4% | $8.6M |
| MARSHALL WACE, LLP | ADD | 26,687 | 42,797 | +60.4% | $6.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 3, 2026 | Sanzone Virginia Ruth | VP, General Counsel | SELL | 1,238 | $168.44 | $208.5K |
| Sep 3, 2026 | Sanzone Virginia Ruth | VP, General Counsel | SELL | 692 | $171.52 | $118.7K |
| Sep 3, 2026 | Sanzone Virginia Ruth | VP, General Counsel | SELL | 724 | $169.53 | $122.7K |
| Sep 3, 2026 | Sanzone Virginia Ruth | VP, General Counsel | SELL | 2,202 | $167.67 | $369.2K |
| Sep 1, 2026 | Bonnell Brian Michael | Chief Financial Officer | SELL | 6,381 | $175.00 | $1.1M |
| Aug 31, 2026 | Bonnell Brian Michael | Chief Financial Officer | SELL | 1,113 | $173.91 | $193.6K |
| Aug 31, 2026 | Bonnell Brian Michael | Chief Financial Officer | SELL | 1,712 | $171.05 | $292.8K |
| Aug 31, 2026 | Bonnell Brian Michael | Chief Financial Officer | SELL | 4,568 | $173.44 | $792.3K |
| Aug 31, 2026 | Bonnell Brian Michael | Chief Financial Officer | SELL | 1,914 | $172.12 | $329.4K |
| Aug 13, 2026 | Woolson Daniel | VP, GM-Infusion Capital | SELL | 5,417 | $181.33 | $982.3K |