Market Cap
$7.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 19, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 27, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 20, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 9, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| May 21, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Apr 27, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Apr 27, 2026 | Wells Fargo | DOWNGRADE | Equal-Weight | 54% |
| Apr 27, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Apr 9, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | 49% |
| Apr 9, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 1 | 12 | 2 | 3 | 6% | |
| Aug 1, 2026 | 0 | 1 | 12 | 2 | 3 | 6% | |
| Jul 1, 2026 | 0 | 1 | 12 | 2 | 3 | 6% | |
| Jun 1, 2026 | 0 | 1 | 12 | 2 | 3 | 6% | |
| May 1, 2026 | 0 | 1 | 12 | 2 | 3 | 6% | |
| Apr 1, 2026 | 2 | 6 | 8 | 1 | 1 | 44% | |
| Mar 1, 2026 | 3 | 6 | 9 | 1 | 0 | 47% | |
| Feb 1, 2026 | 3 | 6 | 10 | 0 | 0 | 47% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $5.00 | $4.53–$5.33 | -4.0% | +1.2% | 6↑ 3↓ | $0.5B | 12 |
| Next Q | $5.67 | $5.28–$6.05 | -2.4% | -0.3% | 4↑ 5↓ | $0.5B | 11 |
| Current FY | $21.33 | $20.68–$21.95 | 9.3% | +0.9% | 11↑ 1↓ | $2.0B | 12 |
| Next FY | $21.71 | $19.38–$23.50 | 1.8% | +0.3% | 5↑ 5↓ | $2.0B | 11 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.999 | — |
| 7d ago | $4.941 | +0.058 |
| 30d ago | $4.941 | +0.058 |
| 60d ago | $4.941 | +0.058 |
| 90d ago | $4.922 | +0.077 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BAMCO INC /NY/ | 2,663,958 | $878.6M | 16.3% | ADD +31.4% |
| BlackRock, Inc. | 2,035,890 | $671.5M | 12.5% | — |
| Capital World Investors | 1,279,953 | $422.1M | 7.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 988,542 | $326.0M | 6.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 909,846 | $300.1M | 5.6% | — |
| STATE STREET CORP | 718,344 | $236.9M | 4.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 653,268 | $217.6M | 4.0% | — |
| DAVENPORT & Co LLC | 533,170 | $176.4M | 3.3% | — |
| MORGAN STANLEY | 517,952 | $170.8M | 3.2% | — |
| JPMORGAN CHASE & CO | 455,789 | $151.7M | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BAMCO INC /NY/ | ADD | 2,027,765 | 2,663,958 | +31.4% | $878.6M |
| Life Cycle Investment Partners Ltd | TRIM | 564,311 | 419,977 | -25.6% | $138.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 108,887 | 308,729 | +183.5% | $101.8M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 49,595 | 251,243 | +406.6% | $82.9M |
| NORGES BANK | NEW | — | 245,962 | — | $81.1M |
| BANK OF AMERICA CORP /DE/ | TRIM | 285,535 | 210,635 | -26.2% | $69.5M |
| FIRST MANHATTAN CO. LLC. | TRIM | 616,031 | 188,375 | -69.4% | $62.1M |
| CITADEL ADVISORS LLC | NEW | — | 170,778 | — | $56.3M |
| CITIGROUP INC | ADD | 86,020 | 145,874 | +69.6% | $48.1M |
| BARCLAYS PLC | DOUBLED | 44,230 | 105,254 | +138.0% | $34.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 8, 2026 | Tangard Christopher R. | SVP, Chief Accounting Officer | BUY | 330 | $304.00 | $100.3K |
| May 26, 2026 | Allibhai Salmaan K. | Chief Analytics & Tech Officer | SELL | 250 | $311.17 | $77.8K |
| May 26, 2026 | Allibhai Salmaan K. | Chief Analytics & Tech Officer | EXERCISE | 600 | $16.00 | $9.6K |
| May 21, 2026 | Petrucelli Bryan P. | EVP, CFO and Treasurer | GIFT | 26,108 | — | — |
| May 8, 2026 | Petrucelli Bryan P. | EVP, CFO and Treasurer | GIFT | 1,757 | — | — |
| May 5, 2026 | Kehoe Michael P | Chairman President and CEO | EXERCISE | 22,576 | $16.00 | $361.2K |
| May 5, 2026 | Kehoe Michael P | Chairman President and CEO | SELL | 1,720 | $300.76 | $517.3K |
| May 5, 2026 | Kehoe Michael P | Chairman President and CEO | SELL | 5,357 | $301.88 | $1.6M |
| May 5, 2026 | Kehoe Michael P | Chairman President and CEO | SELL | 9,673 | $302.79 | $2.9M |
| May 5, 2026 | Kehoe Michael P | Chairman President and CEO | SELL | 5,028 | $303.53 | $1.5M |