Market Cap
$5.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 4, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Sep 3, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Sep 3, 2026 | Piper Sandler | REITERATE | Overweight | 54% |
| Sep 3, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Sep 3, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 3, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Sep 3, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 27, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 26, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 25, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 12 | 4 | 0 | 0 | 82% | |
| Aug 1, 2026 | 6 | 12 | 4 | 0 | 0 | 82% | |
| Jul 1, 2026 | 6 | 13 | 3 | 0 | 0 | 86% | |
| Jun 1, 2026 | 7 | 12 | 3 | 0 | 0 | 86% | |
| May 1, 2026 | 7 | 12 | 3 | 0 | 0 | 86% | |
| Apr 1, 2026 | 6 | 12 | 4 | 0 | 0 | 82% | |
| Mar 1, 2026 | 6 | 11 | 5 | 0 | 0 | 77% | |
| Feb 1, 2026 | 6 | 11 | 5 | 0 | 0 | 77% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.77 | $0.73–$0.80 | 2.1% | -6.2% | 2↑ 12↓ | $0.7B | 15 |
| Next Q | $1.51 | $1.47–$1.55 | 8.9% | -3.6% | 0↑ 15↓ | $0.9B | 15 |
| Current FY | $4.61 | $4.58–$4.65 | 19.4% | +4.2% | 15↑ 0↓ | $2.9B | 15 |
| Next FY | $4.94 | $4.71–$5.20 | 7.3% | -1.5% | 2↑ 11↓ | $3.3B | 15 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.766 | — |
| 7d ago | $0.766 | — |
| 30d ago | $0.816 | -0.051 |
| 60d ago | $0.823 | -0.057 |
| 90d ago | $0.838 | -0.072 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 8,762,326 | $673.6M | 16.4% | ADD +29.5% |
| BlackRock, Inc. | 5,595,790 | $430.2M | 10.4% | — |
| WASATCH ADVISORS LP | 4,362,067 | $335.4M | 8.1% | ADD +45.9% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,734,735 | $210.2M | 5.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,545,897 | $195.7M | 4.8% | — |
| Capital Research Global Investors | 2,422,774 | $186.3M | 4.5% | ADD +77.1% |
| STATE STREET CORP | 1,986,882 | $152.8M | 3.7% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,734,053 | $133.3M | 3.2% | ADD +36.3% |
| Point72 Asset Management, L.P. | 1,511,974 | $116.2M | 2.8% | ADD +45.0% |
| Neuberger Berman Group LLC | 1,315,156 | $101.1M | 2.5% | DOUBLED +15405.3% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 6,765,175 | 8,762,326 | +29.5% | $673.6M |
| WASATCH ADVISORS LP | ADD | 2,990,323 | 4,362,067 | +45.9% | $335.4M |
| Capital Research Global Investors | ADD | 1,367,751 | 2,422,774 | +77.1% | $186.3M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 1,272,306 | 1,734,053 | +36.3% | $133.3M |
| Point72 Asset Management, L.P. | ADD | 1,042,883 | 1,511,974 | +45.0% | $116.2M |
| Neuberger Berman Group LLC | DOUBLED | 8,482 | 1,315,156 | +15405.3% | $101.1M |
| UBS Group AG | TRIM | 1,662,995 | 1,123,589 | -32.4% | $86.4M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | TRIM | 3,288,297 | 974,837 | -70.4% | $74.9M |
| PRIMECAP MANAGEMENT CO/CA/ | ADD | 516,590 | 875,890 | +69.6% | $67.3M |
| GOLDMAN SACHS GROUP INC | TRIM | 2,426,968 | 800,387 | -67.0% | $61.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 29, 2026 | Zender Christopher | EVP, COO | TAX W/H | 338 | $71.37 | $24.1K |
| Jul 29, 2026 | Zender Christopher | EVP, COO | EXERCISE | 758 | — | — |
| Jun 4, 2026 | HENDRICKSON THOMAS | Director | GIFT | 1,091 | — | — |
| Apr 7, 2026 | SWYGERT JOHN W | Executive Chairman | SELL | 3,330 | $95.80 | $319.0K |
| Apr 1, 2026 | Helm Robert F | EVP/CFO | EXERCISE | 1,263 | — | — |
| Apr 1, 2026 | SWYGERT JOHN W | Executive Chairman | TAX W/H | 2,564 | $91.24 | $233.9K |
| Apr 1, 2026 | Helm Robert F | EVP/CFO | AWARD | 5,480 | — | — |
| Apr 1, 2026 | Kraus Larry | SVP, CIO | EXERCISE | 758 | — | — |
| Apr 1, 2026 | SWYGERT JOHN W | Executive Chairman | EXERCISE | 5,894 | — | — |
| Apr 1, 2026 | Zender Christopher | EVP, COO | EXERCISE | 764 | — | — |