Market Cap
$2.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Freedom Capital Markets | MAINTAIN | Buy | 46% |
| Aug 25, 2026 | Deutsche Bank | MAINTAIN | Buy | 58% |
| Aug 3, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 3, 2026 | Truist Securities | REITERATE | Buy | 55% |
| Jun 8, 2026 | Truist Securities | INITIATE | Buy | 55% |
| May 4, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Apr 24, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Apr 17, 2026 | Seaport Global | UPGRADE | Buy | 51% |
| Apr 6, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 8 | 1 | 0 | 0 | 91% | |
| Aug 1, 2026 | 2 | 8 | 1 | 0 | 0 | 91% | |
| Jul 1, 2026 | 2 | 8 | 1 | 0 | 0 | 91% | |
| Jun 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% | |
| May 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% | |
| Apr 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Mar 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Feb 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.10 | $1.71–$2.26 | 1.0% | -2.6% | 6↑ 0↓ | $0.5B | 7 |
| Next Q | $1.80 | $1.64–$1.92 | 9.2% | -0.8% | 3↑ 2↓ | $0.5B | 7 |
| Current FY | $7.87 | $7.64–$8.15 | 12.0% | +0.1% | 7↑ 0↓ | $2.0B | 7 |
| Next FY | $9.53 | $8.90–$10.35 | 21.1% | +0.2% | 7↑ 0↓ | $2.1B | 7 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.101 | — |
| 7d ago | $2.093 | +0.007 |
| 30d ago | $2.157 | -0.057 |
| 60d ago | $2.160 | -0.059 |
| 90d ago | $1.946 | +0.155 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 2,110,468 | $335.3M | 16.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 944,939 | $150.1M | 7.6% | — |
| ROYCE & ASSOCIATES LP | 860,494 | $136.7M | 6.9% | — |
| DIMENSIONAL FUND ADVISORS LP | 776,181 | $123.3M | 6.2% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 679,621 | $108.0M | 5.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 623,889 | $99.1M | 5.0% | — |
| MORGAN STANLEY | 573,661 | $91.1M | 4.6% | — |
| STATE STREET CORP | 571,422 | $90.7M | 4.6% | — |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 436,463 | $69.3M | 3.5% | ADD +27.8% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 420,535 | $66.8M | 3.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | ADD | 341,574 | 436,463 | +27.8% | $69.3M |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 315,759 | 179,862 | -43.0% | $28.6M |
| First Eagle Investment Management, LLC | ADD | 94,538 | 162,974 | +72.4% | $25.9M |
| Aberdeen Group plc | ADD | 104,863 | 131,863 | +25.7% | $20.9M |
| Nuveen, LLC | ADD | 51,592 | 65,817 | +27.6% | $10.5M |
| CITIGROUP INC | ADD | 24,592 | 48,762 | +98.3% | $7.7M |
| WELLS FARGO & COMPANY/MN | DOUBLED | 12,810 | 29,049 | +126.8% | $4.6M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | TRIM | 38,603 | 22,838 | -40.8% | $3.6M |
| Vestmark Advisory Solutions, Inc. | ADD | 13,253 | 21,832 | +64.7% | $3.5M |
| MILLENNIUM MANAGEMENT LLC | ADD | 15,221 | 20,163 | +32.5% | $3.2M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 20, 2026 | Gulf Hungary Holding Korlatolt Felelossegu Tarsasag | 10%+ Owner | J | 5,017 | $169.29 | $849.3K |
| Aug 7, 2026 | Bijlani Jeewat | EVP, Glob. Spec. & CGO | J | 7 | $153.20 | $1.1K |
| Aug 4, 2026 | Osborne William H | Director | SELL | 600 | $168.31 | $101.0K |
| Jun 15, 2026 | Coler Thomas | EVP, CFO | TAX W/H | 741 | $144.46 | $107.0K |
| Jun 15, 2026 | Coler Thomas | EVP, CFO | EXERCISE | 2,352 | — | — |
| Jun 15, 2026 | Coler Thomas | EVP, CFO | EXERCISE | 68 | — | — |
| Jun 1, 2026 | BAKHSHI NANDITA | Director | AWARD | 975 | — | — |
| Jun 1, 2026 | BAKHSHI NANDITA | Director | AWARD | 413 | $145.24 | $60.0K |
| Jun 1, 2026 | FRISBY JEFFRY D | Director | AWARD | 975 | — | — |
| Jun 1, 2026 | Henry Charlotte C. | Director | AWARD | 975 | — | — |