Market Cap
$3.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 3, 2026 | Jefferies | INITIATE | Buy | 53% |
| Jul 30, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 30, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| Jul 13, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 10, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| May 4, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Apr 30, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 10 | 2 | 0 | 0 | 87% | |
| Aug 1, 2026 | 3 | 10 | 2 | 0 | 0 | 87% | |
| Jul 1, 2026 | 3 | 10 | 2 | 0 | 0 | 87% | |
| Jun 1, 2026 | 3 | 10 | 2 | 0 | 0 | 87% | |
| May 1, 2026 | 3 | 10 | 2 | 0 | 0 | 87% | |
| Apr 1, 2026 | 3 | 10 | 2 | 0 | 0 | 87% | |
| Mar 1, 2026 | 3 | 10 | 2 | 0 | 0 | 87% | |
| Feb 1, 2026 | 3 | 9 | 2 | 0 | 0 | 86% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.12 | $0.11–$0.15 | 2.1% | +1.0% | 1↑ 3↓ | $0.3B | 9 |
| Next Q | $0.21 | $0.19–$0.22 | 39.6% | +2.0% | 3↑ 2↓ | $0.3B | 9 |
| Current FY | $0.55 | $0.53–$0.55 | 18.7% | +0.8% | 6↑ 1↓ | $1.1B | 9 |
| Next FY | $0.67 | $0.64–$0.72 | 23.5% | +0.5% | 4↑ 3↓ | $1.2B | 8 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.122 | — |
| 7d ago | $0.122 | — |
| 30d ago | $0.121 | +0.001 |
| 60d ago | $0.121 | +0.001 |
| 90d ago | $0.124 | -0.001 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 38,262,307 | $686.0M | 19.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 18,179,850 | $326.0M | 9.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 10,613,869 | $190.3M | 5.4% | — |
| GOLDMAN SACHS GROUP INC | 10,406,605 | $186.6M | 5.3% | ADD +41.6% |
| STATE STREET CORP | 9,923,609 | $177.9M | 5.0% | — |
| Alyeska Investment Group, L.P. | 9,534,955 | $171.0M | 4.8% | DOUBLED +252.9% |
| FMR LLC | 7,329,386 | $131.4M | 3.7% | — |
| CONGRESS ASSET MANAGEMENT CO | 6,685,434 | $119.9M | 3.4% | DOUBLED +500.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 6,280,048 | $112.6M | 3.2% | — |
| MAVERICK CAPITAL LTD | 5,245,039 | $94.0M | 2.7% | ADD +97.9% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | 7,349,668 | 10,406,605 | +41.6% | $186.6M |
| Alyeska Investment Group, L.P. | DOUBLED | 2,701,580 | 9,534,955 | +252.9% | $171.0M |
| CONGRESS ASSET MANAGEMENT CO | DOUBLED | 1,114,061 | 6,685,434 | +500.1% | $119.9M |
| MAVERICK CAPITAL LTD | ADD | 2,649,879 | 5,245,039 | +97.9% | $94.0M |
| BAMCO INC /NY/ | DOUBLED | 1,213,748 | 3,906,083 | +221.8% | $70.0M |
| MORGAN STANLEY | ADD | 2,285,068 | 3,896,754 | +70.5% | $69.9M |
| Neuberger Berman Group LLC | DOUBLED | 856,389 | 3,199,539 | +273.6% | $57.4M |
| UBS Group AG | TRIM | 3,766,842 | 2,686,713 | -28.7% | $48.2M |
| Select Equity Group, L.P. | ADD | 1,055,468 | 1,576,023 | +49.3% | $28.3M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | ADD | 1,136,000 | 1,594,840 | +40.4% | $27.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Markopoulos Jody | Director | AWARD | 1,333 | $14.34 | $19.1K |
| Sep 30, 2026 | Kingsley Lawrence D | Director | AWARD | 1,333 | $14.34 | $19.1K |
| Sep 2, 2026 | Schopfer Brian | Chief Financial Officer | BUY | 20,000 | $15.60 | $312.0K |
| Jun 30, 2026 | Kingsley Lawrence D | Director | AWARD | 1,095 | $17.46 | $19.1K |
| May 13, 2026 | CASCELLA ROBERT | Director | AWARD | 7,383 | — | — |
| May 13, 2026 | Rege Sheila | Director | AWARD | 7,383 | — | — |
| May 13, 2026 | Bockhorst Kenneth | Director | AWARD | 7,383 | — | — |
| May 13, 2026 | Etzel Steven W. | Director | AWARD | 7,383 | — | — |
| May 13, 2026 | Kingsley Lawrence D | Director | AWARD | 7,383 | — | — |
| May 7, 2026 | Moore Christopher A. | Chief Accounting Officer (PAO) | SELL | 8,400 | $19.64 | $165.0K |