Market Cap
$7.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 3, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Aug 3, 2026 | Baird | MAINTAIN | Neutral | 54% |
| May 11, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 3 | 6 | 0 | 0 | 50% | |
| Aug 1, 2026 | 3 | 4 | 5 | 0 | 0 | 58% | |
| Jul 1, 2026 | 3 | 4 | 5 | 0 | 0 | 58% | |
| Jun 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% | |
| May 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% | |
| Apr 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% | |
| Mar 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% | |
| Feb 1, 2026 | 2 | 4 | 4 | 0 | 0 | 60% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.12 | $1.96–$2.16 | 9.2% | -2.7% | 3↑ 4↓ | $0.5B | 7 |
| Next Q | $2.62 | $2.41–$2.74 | 10.0% | -0.9% | 5↑ 2↓ | $0.6B | 7 |
| Current FY | $9.10 | $8.95–$9.26 | 14.8% | -0.9% | 7↑ 0↓ | $2.1B | 7 |
| Next FY | $9.97 | $9.48–$10.16 | 9.5% | -0.5% | 5↑ 1↓ | $2.3B | 7 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.118 | — |
| 7d ago | $2.168 | -0.050 |
| 30d ago | $2.177 | -0.059 |
| 60d ago | $2.174 | -0.056 |
| 90d ago | $2.151 | -0.034 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 3,331,741 | $581.7M | 14.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,828,682 | $319.3M | 7.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,708,900 | $298.3M | 7.4% | — |
| STATE STREET CORP | 1,626,476 | $283.8M | 7.0% | — |
| JPMORGAN CHASE & CO | 796,788 | $137.4M | 3.4% | — |
| DIMENSIONAL FUND ADVISORS LP | 773,699 | $135.1M | 3.3% | — |
| M&G Plc | 690,334 | $120.8M | 3.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 691,769 | $120.8M | 3.0% | — |
| Bank of New York Mellon Corp | 672,834 | $117.5M | 2.9% | — |
| FIRST TRUST ADVISORS LP | 664,896 | $116.1M | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| APG Asset Management N.V. | TRIM | 1,497,591 | 638,713 | -57.4% | $97.5M |
| GOLDMAN SACHS GROUP INC | ADD | 388,038 | 515,458 | +32.8% | $90.0M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 388,520 | 524,131 | +34.9% | $89.3M |
| ROYCE & ASSOCIATES LP | DOUBLED | 116,396 | 337,968 | +190.4% | $59.0M |
| NORGES BANK | NEW | — | 314,843 | — | $55.0M |
| Capital Research Global Investors | NEW | — | 306,306 | — | $53.5M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 144,377 | 304,375 | +110.8% | $53.1M |
| Allspring Global Investments Holdings, LLC | DOUBLED | 67,562 | 202,926 | +200.4% | $34.6M |
| Gotham Asset Management, LLC | DOUBLED | 74,064 | 175,098 | +136.4% | $30.6M |
| Giverny Capital Inc. | NEW | — | 166,305 | — | $29.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | LAMBERT WILLIAM M | Director | GIFT | 6,000 | — | — |
| Sep 11, 2026 | LAMBERT WILLIAM M | Director | GIFT | 2,000 | — | — |
| Sep 10, 2026 | Jordan Gregory B. | Director | AWARD | 20.104 | — | — |
| Sep 10, 2026 | Savi Luca | Director | AWARD | 16.08 | — | — |
| Sep 10, 2026 | Phillips Sandra L. | Director | AWARD | 10.517 | — | — |
| Sep 10, 2026 | PEARSE DIANE M | Director | AWARD | 20.103 | — | — |
| Aug 31, 2026 | BECK JULIE A | Chief Financial Officer | TAX W/H | 140 | $186.77 | $26.1K |
| Aug 7, 2026 | Vartanian Nishan J. | Director | SELL | 20,000 | $193.99 | $3.9M |
| Aug 4, 2026 | Marquez Octavio | Director | AWARD | 626 | — | — |
| Aug 4, 2026 | Buck Jonathan D. | Chief Accounting Officer | SELL | 469 | $191.00 | $89.6K |