Market Cap
$6.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 16, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 1, 2026 | Deutsche Bank | INITIATE | Hold | 58% |
| Aug 4, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jul 16, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jun 23, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| May 27, 2026 | JP Morgan | UPGRADE | Neutral | 55% |
| May 5, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| May 4, 2026 | JP Morgan | MAINTAIN | Underweight | 55% |
| Apr 23, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Apr 21, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 7 | 9 | 0 | 0 | 57% | |
| Aug 1, 2026 | 5 | 7 | 8 | 0 | 0 | 60% | |
| Jul 1, 2026 | 5 | 7 | 9 | 0 | 0 | 57% | |
| Jun 1, 2026 | 5 | 7 | 9 | 0 | 0 | 57% | |
| May 1, 2026 | 4 | 7 | 8 | 1 | 0 | 55% | |
| Apr 1, 2026 | 4 | 7 | 7 | 1 | 0 | 58% | |
| Mar 1, 2026 | 5 | 7 | 7 | 1 | 0 | 60% | |
| Feb 1, 2026 | 5 | 7 | 7 | 1 | 0 | 60% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.78 | $0.69–$0.83 | 7.7% | +0.9% | 9↑ 1↓ | $13.8B | 14 |
| Next Q | $1.06 | $0.94–$1.27 | 10.1% | +2.4% | 5↑ 7↓ | $15.7B | 14 |
| Current FY | $3.40 | $2.99–$3.65 | 17.3% | +0.9% | 13↑ 0↓ | $58.1B | 15 |
| Next FY | $3.75 | $3.48–$4.28 | 10.4% | -0.5% | 12↑ 0↓ | $60.0B | 15 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.776 | — |
| 7d ago | $0.768 | +0.007 |
| 30d ago | $0.769 | +0.007 |
| 60d ago | $0.742 | +0.034 |
| 90d ago | $0.740 | +0.036 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | 4,500,181 | $123.4M | 10.3% | DOUBLED +114.2% |
| D. E. Shaw & Co., Inc. | 3,640,415 | $99.9M | 8.4% | DOUBLED +449.5% |
| Capital World Investors | 3,591,613 | $98.5M | 8.3% | — |
| VICTORY CAPITAL MANAGEMENT INC | 2,673,680 | $73.3M | 6.1% | — |
| MILLENNIUM MANAGEMENT LLC | 2,634,362 | $72.3M | 6.1% | DOUBLED +114.9% |
| GOLDMAN SACHS GROUP INC | 1,934,091 | $53.1M | 4.4% | ADD +50.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,911,337 | $52.4M | 4.4% | ADD +36.8% |
| FIRST TRUST ADVISORS LP | 1,793,174 | $49.2M | 4.1% | DOUBLED +265.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,505,472 | $41.3M | 3.5% | ADD +29.7% |
| AQR CAPITAL MANAGEMENT LLC | 1,496,193 | $40.9M | 3.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 2,101,284 | 4,500,181 | +114.2% | $123.4M |
| D. E. Shaw & Co., Inc. | DOUBLED | 662,473 | 3,640,415 | +449.5% | $99.9M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 1,225,927 | 2,634,362 | +114.9% | $72.3M |
| GOLDMAN SACHS GROUP INC | ADD | 1,288,017 | 1,934,091 | +50.2% | $53.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 1,396,922 | 1,911,337 | +36.8% | $52.4M |
| FIRST TRUST ADVISORS LP | DOUBLED | 490,826 | 1,793,174 | +265.3% | $49.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | ADD | 1,160,331 | 1,505,472 | +29.7% | $41.3M |
| Qube Research & Technologies Ltd | NEW | — | 1,406,247 | — | $38.6M |
| BlackRock, Inc. | ADD | 734,157 | 1,300,132 | +77.1% | $35.7M |
| UBS Group AG | ADD | 493,011 | 936,164 | +89.9% | $25.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | PLATINUM EQUITY, LLC | 10%+ Owner | SELL | 1,968,750 | $27.19 | $53.5M |
| Sep 10, 2026 | PLATINUM EQUITY, LLC | 10%+ Owner | SELL | 13,125,000 | $27.19 | $356.8M |
| Jun 15, 2026 | Aragone Augusto | Executive VP, Secretary & GC | SELL | 10,000 | $30.00 | $300.0K |
| Jun 15, 2026 | PLATINUM EQUITY, LLC | 10%+ Owner | SELL | 5,167,069 | $29.03 | $150.0M |
| Jun 12, 2026 | Aragone Augusto | Executive VP, Secretary & GC | SELL | 50,000 | $29.30 | $1.5M |
| May 14, 2026 | MONIE ALAIN | Director | AWARD | 7,031 | — | — |
| May 14, 2026 | Alvaro Felicia | Director | AWARD | 7,031 | — | — |
| May 14, 2026 | STONE HEISZ LESLIE | Director | AWARD | 7,031 | — | — |
| May 14, 2026 | Haussler Jakki L. | Director | AWARD | 7,031 | — | — |
| May 14, 2026 | ASHMORE CRAIG W | Director | AWARD | 7,031 | — | — |