Market Cap
$8.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 11, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 29, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 29, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Jul 29, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 29, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jul 2, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| May 12, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| May 11, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| May 11, 2026 | Truist Securities | REITERATE | Hold | 55% |
| May 11, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 11 | 8 | 0 | 0 | 64% | |
| Aug 1, 2026 | 3 | 11 | 8 | 0 | 0 | 64% | |
| Jul 1, 2026 | 3 | 11 | 8 | 0 | 0 | 64% | |
| Jun 1, 2026 | 3 | 11 | 8 | 0 | 0 | 64% | |
| May 1, 2026 | 3 | 11 | 8 | 0 | 0 | 64% | |
| Apr 1, 2026 | 4 | 11 | 7 | 0 | 0 | 68% | |
| Mar 1, 2026 | 4 | 11 | 6 | 1 | 0 | 68% | |
| Feb 1, 2026 | 4 | 11 | 5 | 2 | 0 | 68% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.13 | $2.88–$3.35 | -2.2% | -15.7% | 0↑ 15↓ | $2.9B | 15 |
| Next Q | $3.84 | $3.09–$4.23 | 69.9% | +3.5% | 12↑ 3↓ | $3.0B | 15 |
| Current FY | $10.76 | $9.85–$11.38 | -0.3% | +0.0% | 4↑ 10↓ | $11.2B | 18 |
| Next FY | $14.00 | $12.13–$15.15 | 30.1% | +0.0% | 6↑ 9↓ | $12.0B | 18 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.130 | — |
| 7d ago | $3.173 | -0.043 |
| 30d ago | $3.712 | -0.582 |
| 60d ago | $3.730 | -0.600 |
| 90d ago | $3.730 | -0.600 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,953,973 | $913.8M | 12.1% | — |
| Aristotle Capital Management, LLC | 4,726,162 | $725.4M | 9.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,350,323 | $667.7M | 8.9% | — |
| AQR CAPITAL MANAGEMENT LLC | 3,379,539 | $517.9M | 6.9% | — |
| DIMENSIONAL FUND ADVISORS LP | 3,206,164 | $492.1M | 6.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,815,376 | $432.1M | 5.7% | — |
| STATE STREET CORP | 2,084,773 | $320.0M | 4.2% | — |
| Invesco Ltd. | 1,921,458 | $294.9M | 3.9% | — |
| Capital Research Global Investors | 1,736,850 | $266.6M | 3.5% | — |
| FMR LLC | 1,701,599 | $261.2M | 3.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 858,321 | — | $131.7M |
| UBS Group AG | ADD | 340,173 | 632,702 | +86.0% | $97.1M |
| MARSHALL WACE, LLP | DOUBLED | 70,368 | 346,150 | +391.9% | $53.1M |
| RAYMOND JAMES FINANCIAL INC | TRIM | 445,426 | 301,656 | -32.3% | $46.3M |
| LAZARD ASSET MANAGEMENT LLC | TRIM | 316,109 | 179,142 | -43.3% | $27.5M |
| MACKENZIE FINANCIAL CORP | DOUBLED | 4,633 | 176,096 | +3700.9% | $27.0M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 250,713 | 175,312 | -30.1% | $26.9M |
| IEQ CAPITAL, LLC | ADD | 84,913 | 131,545 | +54.9% | $20.2M |
| Cerity Partners LLC | ADD | 93,406 | 117,202 | +25.5% | $18.0M |
| CITIGROUP INC | TRIM | 126,254 | 88,023 | -30.3% | $13.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 11, 2026 | Pfeifer John C | Director | SELL | 778 | $150.00 | $116.7K |
| Jul 29, 2026 | Nordlund Steven Craig | Exec. VP & Pres., Transport | AWARD | 7,002 | — | — |
| Jul 14, 2026 | Nordlund Steven Craig | Exec. VP & Pres., Transport | EXERCISE | 4,214.28 | $145.75 | $614.2K |
| Jul 14, 2026 | Nordlund Steven Craig | Exec. VP & Pres., Transport | TAX W/H | 1,821 | $145.75 | $265.4K |
| May 12, 2026 | Palmer Duncan | Director | SELL | 505 | $133.86 | $67.6K |
| May 5, 2026 | Rowland Sandra E. | Director | AWARD | 1,110 | — | — |
| May 5, 2026 | Perkins David G | Director | AWARD | 1,110 | — | — |
| May 5, 2026 | Palmer Duncan | Director | AWARD | 1,110 | — | — |
| May 5, 2026 | Metcalf-Kupres Kimberley | Director | AWARD | 1,110 | — | — |
| May 5, 2026 | Allman Keith J. | Director | AWARD | 1,110 | — | — |