Market Cap
$4.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Jul 30, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 10, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | 58% |
| Jul 8, 2026 | UBS | DOWNGRADE | Sell | 55% |
| Apr 9, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Apr 8, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Apr 8, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | 58% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 7 | 7 | 1 | 1 | 53% | |
| Aug 1, 2026 | 3 | 7 | 7 | 1 | 1 | 53% | |
| Jul 1, 2026 | 3 | 7 | 8 | 0 | 1 | 53% | |
| Jun 1, 2026 | 3 | 7 | 8 | 0 | 1 | 53% | |
| May 1, 2026 | 3 | 7 | 8 | 0 | 1 | 53% | |
| Apr 1, 2026 | 3 | 7 | 8 | 0 | 1 | 53% | |
| Mar 1, 2026 | 3 | 7 | 8 | 0 | 1 | 53% | |
| Feb 1, 2026 | 3 | 7 | 8 | 0 | 1 | 53% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.77 | $0.67–$0.89 | 12.8% | -0.6% | 1↑ 6↓ | $0.4B | 10 |
| Next Q | $1.22 | $1.03–$1.40 | 7.9% | +0.0% | 4↑ 4↓ | $0.6B | 10 |
| Current FY | $3.11 | $2.84–$3.41 | 4.2% | -0.2% | 2↑ 4↓ | $1.7B | 10 |
| Next FY | $3.93 | $3.03–$4.97 | 26.3% | -0.1% | 3↑ 4↓ | $2.0B | 10 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.767 | — |
| 7d ago | $0.772 | -0.005 |
| 30d ago | $0.772 | -0.005 |
| 60d ago | $0.760 | +0.007 |
| 90d ago | $0.783 | -0.016 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 9,057,944 | $592.6M | 14.3% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5,412,938 | $354.1M | 8.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,487,258 | $293.6M | 7.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,351,361 | $219.2M | 5.3% | — |
| WASATCH ADVISORS LP | 3,246,593 | $212.4M | 5.1% | — |
| STATE STREET CORP | 3,044,858 | $199.2M | 4.8% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,955,235 | $193.3M | 4.7% | — |
| LONDON CO OF VIRGINIA | 2,791,199 | $182.6M | 4.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,359,476 | $154.4M | 3.7% | — |
| AMERIPRISE FINANCIAL INC | 2,344,828 | $153.4M | 3.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | ADD | 1,290,540 | 1,709,578 | +32.5% | $110.2M |
| GOLDMAN SACHS GROUP INC | TRIM | 1,755,018 | 1,267,442 | -27.8% | $82.9M |
| JPMORGAN CHASE & CO | TRIM | 1,177,612 | 791,833 | -32.8% | $50.0M |
| CITADEL ADVISORS LLC | DOUBLED | 62,908 | 718,444 | +1042.1% | $47.0M |
| NEW YORK STATE COMMON RETIREMENT FUND | ADD | 370,220 | 524,027 | +41.5% | $34.3M |
| NORGES BANK | NEW | — | 433,073 | — | $28.3M |
| ROYCE & ASSOCIATES LP | ADD | 329,989 | 424,508 | +28.6% | $27.8M |
| Freestone Grove Partners LP | NEW | — | 415,005 | — | $27.1M |
| Woodline Partners LP | DOUBLED | 142,542 | 383,317 | +168.9% | $25.1M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 219,500 | 342,644 | +56.1% | $22.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 17, 2026 | Cantor Eric | Vice Chairman, MD | AWARD | 74.03 | — | — |
| Sep 17, 2026 | Callesano Christopher | Chief Financial Officer | AWARD | 4.28 | — | — |
| Sep 17, 2026 | Callesano Christopher | Chief Financial Officer | AWARD | 13.5 | — | — |
| Sep 17, 2026 | WATANABE OSAMU R. | General Counsel, Secretary | AWARD | 66.6 | — | — |
| Sep 17, 2026 | WATANABE OSAMU R. | General Counsel, Secretary | AWARD | 15.48 | — | — |
| Sep 17, 2026 | Cantor Eric | Vice Chairman, MD | AWARD | 225.19 | — | — |
| Sep 17, 2026 | Callesano Christopher | Chief Financial Officer | AWARD | 13.91 | — | — |
| Sep 17, 2026 | Riehl Nick | Principal Accounting Officer | AWARD | 11.03 | — | — |
| Sep 17, 2026 | Riehl Nick | Principal Accounting Officer | AWARD | 7.74 | — | — |
| Sep 17, 2026 | WATANABE OSAMU R. | General Counsel, Secretary | AWARD | 44.61 | — | — |