Inst. Holders
50 funds
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jun 30, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Apr 28, 2026 | Stephens & Co. | MAINTAIN | Overweight | 54% |
| Jan 29, 2026 | BTIG | REITERATE | Buy | 53% |
| Dec 4, 2025 | JP Morgan | MAINTAIN | Overweight | 55% |
| Nov 10, 2025 | Citizens | UPGRADE | Market Outperform | 38% |
| Nov 7, 2025 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Nov 6, 2025 | Janney Montgomery Scott | MAINTAIN | Neutral | 56% |
| Nov 6, 2025 | BTIG | MAINTAIN | Buy | 53% |
| Oct 23, 2025 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Oct 23, 2025 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 8 | 10 | 1 | 0 | 0 | 95% | |
| May 1, 2026 | 8 | 10 | 1 | 0 | 0 | 95% | |
| Apr 1, 2026 | 8 | 10 | 1 | 0 | 0 | 95% | |
| Mar 1, 2026 | 8 | 10 | 1 | 0 | 0 | 95% | |
| Feb 1, 2026 | 8 | 10 | 2 | 0 | 0 | 90% | |
| Jan 1, 2026 | 8 | 10 | 2 | 0 | 0 | 90% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current FY | $1.75 | $1.71–$1.76 | 50.5% | +0.8% | 4↑ 2↓ | $1.1B | 8 |
| Current Q | $0.42 | $0.40–$0.43 | 26.4% | +0.1% | 5↑ 2↓ | $0.3B | 7 |
| Next FY | $2.30 | $2.13–$2.49 | 31.8% | -1.5% | 3↑ 2↓ | $1.2B | 8 |
| Next Q | $0.44 | $0.43–$0.46 | 19.7% | -5.6% | 0↑ 7↓ | $0.3B | 7 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.417 | — |
| 7d ago | $0.406 | +0.011 |
| 30d ago | $0.417 | +0.000 |
| 60d ago | $0.417 | +0.000 |
| 90d ago | $0.419 | -0.002 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 12,757,974 | $182.7M | 19.6% | ADD +66.0% |
| BlackRock, Inc. | 9,587,787 | $137.3M | 14.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,633,867 | $109.3M | 11.7% | — |
| DIMENSIONAL FUND ADVISORS LP | 5,760,141 | $82.5M | 8.8% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 3,420,115 | $49.0M | 5.3% | EXIT -100.0% |
| STATE STREET CORP | 2,892,920 | $41.4M | 4.4% | — |
| Point72 Asset Management, L.P. | 2,748,062 | $39.4M | 4.2% | DOUBLED +123.9% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 2,009,676 | $28.8M | 3.1% | TRIM -42.9% |
| Nuveen, LLC | 1,459,490 | $20.9M | 2.2% | — |
| CITADEL ADVISORS LLC | 1,421,855 | $20.4M | 2.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FULLER & THALER ASSET MANAGEMENT, INC. | EXIT | 3,420,115 | 0 | -100.0% | $0.00 |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 7,687,435 | 12,757,974 | +66.0% | $182.7M |
| Point72 Asset Management, L.P. | DOUBLED | 1,227,163 | 2,748,062 | +123.9% | $39.4M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | TRIM | 3,519,350 | 2,009,676 | -42.9% | $28.8M |
| FRANKLIN RESOURCES INC | DOUBLED | 171,161 | 534,703 | +212.4% | $7.7M |
| Allianz Asset Management GmbH | ADD | 285,411 | 497,330 | +74.3% | $7.1M |
| STATE OF WISCONSIN INVESTMENT BOARD | ADD | 351,998 | 479,737 | +36.3% | $6.9M |
| TCW GROUP INC | ADD | 238,867 | 359,114 | +50.3% | $5.1M |
| Assenagon Asset Management S.A. | TRIM | 491,289 | 301,692 | -38.6% | $4.3M |
| Invesco Ltd. | TRIM | 448,881 | 263,021 | -41.4% | $3.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 16, 2026 | Stack Fergal | SVP, Corporate Controller | SELL | 60,000 | $19.00 | $1.1M |
| Jun 10, 2026 | Cheng Jordan | General Counsel & Secretary | SELL | 5,500 | $17.46 | $96.0K |
| Jun 9, 2026 | Sanborn Scott | CEO | SELL | 4,899 | $18.00 | $88.2K |
| Jun 2, 2026 | Sanborn Scott | CEO | SELL | 23,851 | $17.86 | $425.9K |
| Jun 2, 2026 | Ahmad Syed Faiz | Director | AWARD | 13,715 | — | — |
| Jun 2, 2026 | Cutler Stephen M | Director | AWARD | 13,715 | — | — |
| Jun 2, 2026 | LANDON ALLAN R | Director | AWARD | 13,715 | — | — |
| Jun 2, 2026 | Mayopoulos Timothy J | Director | AWARD | 13,715 | — | — |
| Jun 2, 2026 | Reimann Kathryn | Director | AWARD | 13,715 | — | — |
| Jun 2, 2026 | Selleck Erin | Director | AWARD | 13,715 | — | — |