Market Cap
$3.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 7, 2026 | Zelman & Assoc | DOWNGRADE | Neutral | 61% |
| Jun 24, 2026 | Freedom Broker | INITIATE | Buy | 66% |
| Apr 7, 2026 | Seaport Global | DOWNGRADE | Neutral | 51% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 4 | 2 | 0 | 0 | 75% | |
| Aug 1, 2026 | 2 | 4 | 2 | 0 | 0 | 75% | |
| Jul 1, 2026 | 2 | 4 | 2 | 0 | 0 | 75% | |
| Jun 1, 2026 | 2 | 3 | 2 | 0 | 0 | 71% | |
| May 1, 2026 | 2 | 3 | 2 | 0 | 0 | 71% | |
| Apr 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Mar 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Feb 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.30 | $2.95–$3.63 | -15.8% | -1.5% | 0↑ 1↓ | $1.1B | 4 |
| Next Q | $3.37 | $2.88–$4.19 | 40.8% | -2.3% | 1↑ 0↓ | $1.1B | 4 |
| Current FY | $12.19 | $11.43–$13.25 | -17.3% | -1.0% | 1↑ 2↓ | $4.2B | 4 |
| Next FY | $14.08 | $12.01–$16.40 | 15.5% | -2.8% | 2↑ 2↓ | $4.4B | 4 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.303 | — |
| 7d ago | $3.353 | -0.050 |
| 30d ago | $3.353 | -0.050 |
| 60d ago | $3.340 | -0.037 |
| 90d ago | $3.340 | -0.037 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 4,787,460 | $769.8M | 24.9% | — |
| STATE STREET CORP | 1,326,840 | $213.3M | 6.9% | — |
| FMR LLC | 1,230,136 | $197.8M | 6.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,105,880 | $177.8M | 5.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,096,189 | $176.3M | 5.7% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,061,933 | $170.7M | 5.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 682,159 | $109.7M | 3.6% | — |
| GOLDMAN SACHS GROUP INC | 596,306 | $95.9M | 3.1% | ADD +36.7% |
| AMERICAN CENTURY COMPANIES INC | 571,029 | $91.8M | 3.0% | — |
| FRANKLIN RESOURCES INC | 558,268 | $89.8M | 2.9% | ADD +47.9% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | 436,167 | 596,306 | +36.7% | $95.9M |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 160,537 | 231,676 | +44.3% | $37.3M |
| BANK OF AMERICA CORP /DE/ | ADD | 146,353 | 196,284 | +34.1% | $31.6M |
| BARCLAYS PLC | TRIM | 201,332 | 141,643 | -29.6% | $22.8M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | ADD | 95,098 | 122,870 | +29.2% | $19.8M |
| CONGRESS ASSET MANAGEMENT CO | ADD | 58,649 | 113,355 | +93.3% | $18.2M |
| CITIGROUP INC | ADD | 29,984 | 50,578 | +68.7% | $8.1M |
| Rafferty Asset Management, LLC | ADD | 37,182 | 48,858 | +31.4% | $7.9M |
| PICTON MAHONEY ASSET MANAGEMENT | DOUBLED | 7 | 46,712 | +667214.3% | $7.5M |
| Creative Planning | DOUBLED | 19,240 | 45,031 | +134.0% | $7.2M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 12, 2026 | SOLL BRUCE A | Director | AWARD | 215 | $151.07 | $32.5K |
| Aug 5, 2026 | CREEK PHILLIP G | Ex. Vice President and CFO | SELL | 6,588 | $151.54 | $998.3K |
| Aug 5, 2026 | CREEK PHILLIP G | Ex. Vice President and CFO | SELL | 2,868 | $150.53 | $431.7K |
| Aug 5, 2026 | CREEK PHILLIP G | Ex. Vice President and CFO | EXERCISE | 10,000 | $51.82 | $518.2K |
| Aug 5, 2026 | CREEK PHILLIP G | Ex. Vice President and CFO | SELL | 544 | $152.09 | $82.7K |
| Aug 4, 2026 | CREEK PHILLIP G | Ex. Vice President and CFO | EXERCISE | 8,000 | $47.59 | $380.7K |
| Aug 4, 2026 | CREEK PHILLIP G | Ex. Vice President and CFO | SELL | 10,000 | $149.00 | $1.5M |
| Aug 4, 2026 | CREEK PHILLIP G | Ex. Vice President and CFO | EXERCISE | 12,000 | $51.82 | $621.8K |
| Aug 4, 2026 | CREEK PHILLIP G | Ex. Vice President and CFO | SELL | 10,000 | $150.13 | $1.5M |
| Aug 3, 2026 | CREEK PHILLIP G | Ex. Vice President and CFO | EXERCISE | 10,000 | $47.59 | $475.9K |