Market Cap
$11.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | DA Davidson | DOWNGRADE | Neutral | 53% |
| Sep 8, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 26, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jul 29, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 29, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Jul 29, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jul 29, 2026 | Loop Capital | UPGRADE | Buy | 54% |
| Jul 21, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| May 29, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 20, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 9 | 3 | 0 | 0 | 84% | |
| Aug 1, 2026 | 6 | 10 | 3 | 0 | 0 | 84% | |
| Jul 1, 2026 | 6 | 9 | 4 | 0 | 0 | 79% | |
| Jun 1, 2026 | 6 | 9 | 4 | 0 | 0 | 79% | |
| May 1, 2026 | 7 | 8 | 4 | 0 | 0 | 79% | |
| Apr 1, 2026 | 7 | 8 | 4 | 0 | 0 | 79% | |
| Mar 1, 2026 | 7 | 8 | 4 | 0 | 0 | 79% | |
| Feb 1, 2026 | 7 | 8 | 4 | 0 | 0 | 79% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.46 | $1.44–$1.51 | 7.5% | -0.2% | 10↑ 0↓ | $0.3B | 10 |
| Next Q | $1.40 | $1.35–$1.46 | 15.5% | -0.3% | 9↑ 1↓ | $0.3B | 10 |
| Current FY | $5.50 | $5.41–$5.64 | 8.6% | -0.1% | 11↑ 0↓ | $1.2B | 11 |
| Next FY | $6.14 | $5.73–$6.48 | 11.8% | +0.1% | 10↑ 1↓ | $1.3B | 11 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.462 | — |
| 7d ago | $1.462 | — |
| 30d ago | $1.465 | -0.003 |
| 60d ago | $1.462 | +0.000 |
| 90d ago | $1.438 | +0.024 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 6,781,222 | $944.3M | 13.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,857,897 | $537.2M | 7.6% | — |
| FMR LLC | 3,611,292 | $502.9M | 7.1% | — |
| AQR CAPITAL MANAGEMENT LLC | 3,328,418 | $458.0M | 6.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,673,626 | $372.3M | 5.3% | — |
| MORGAN STANLEY | 2,665,077 | $371.1M | 5.2% | — |
| ALLIANCEBERNSTEIN L.P. | 2,297,954 | $305.9M | 4.3% | TRIM -26.2% |
| STATE STREET CORP | 1,905,527 | $265.3M | 3.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,878,302 | $264.1M | 3.7% | — |
| Swedbank AB | 1,500,000 | $208.9M | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | TRIM | 3,115,087 | 2,297,954 | -26.2% | $305.9M |
| TD ASSET MANAGEMENT INC | ADD | 728,710 | 974,964 | +33.8% | $135.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 546,394 | 962,685 | +76.2% | $134.1M |
| Epoch Investment Partners, Inc. | ADD | 460,461 | 742,409 | +61.2% | $103.4M |
| NORGES BANK | NEW | — | 675,793 | — | $94.1M |
| MARSHALL WACE, LLP | TRIM | 773,753 | 575,230 | -25.7% | $80.1M |
| GOLDMAN SACHS GROUP INC | ADD | 349,915 | 536,304 | +53.3% | $74.7M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 654,760 | 448,760 | -31.5% | $62.5M |
| UBS Group AG | TRIM | 562,621 | 397,198 | -29.4% | $55.3M |
| ROYCE & ASSOCIATES LP | NEW | — | 314,304 | — | $43.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 11, 2026 | Clark Eric Andrew | President & CEO | SELL | 3,000 | $197.76 | $593.3K |
| Aug 6, 2026 | Hollembaek Linda T. | Director | SELL | 1,579 | $189.88 | $299.8K |
| Jul 30, 2026 | Gantt James Stewart | EVP, Professional Services | SELL | 5,139 | $195.53 | $1.0M |
| Jun 15, 2026 | MORAN CHARLES E | Director | GIFT | 1,330 | — | — |
| Jun 10, 2026 | Clark Eric Andrew | President & CEO | SELL | 1,000 | $146.77 | $146.8K |
| May 14, 2026 | Capel Eddie | Director | AWARD | 1,940 | — | — |
| May 14, 2026 | NOONAN THOMAS E | Director | AWARD | 1,940 | — | — |
| May 14, 2026 | Eger Edmond | Director | AWARD | 1,940 | — | — |
| May 14, 2026 | Hollembaek Linda T. | Director | AWARD | 1,940 | — | — |
| May 14, 2026 | MORAN CHARLES E | Director | AWARD | 1,940 | — | — |