Market Cap
$14.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Wells Fargo | INITIATE | Equal-Weight | 54% |
| Aug 27, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 3, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Aug 3, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 31, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 17, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jul 13, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 9, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Jul 9, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| May 18, 2026 | TD Cowen | REITERATE | Buy | 56% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 8 | 7 | 0 | 0 | 65% | |
| Aug 1, 2026 | 5 | 8 | 7 | 0 | 0 | 65% | |
| Jul 1, 2026 | 5 | 9 | 6 | 0 | 0 | 70% | |
| Jun 1, 2026 | 5 | 9 | 6 | 0 | 0 | 70% | |
| May 1, 2026 | 5 | 9 | 6 | 0 | 0 | 70% | |
| Apr 1, 2026 | 5 | 10 | 5 | 0 | 0 | 75% | |
| Mar 1, 2026 | 5 | 10 | 5 | 0 | 0 | 75% | |
| Feb 1, 2026 | 5 | 11 | 4 | 0 | 0 | 80% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.23 | $0.22–$0.24 | 4.0% | +0.0% | 6↑ 3↓ | $0.7B | 16 |
| Next Q | $0.25 | $0.24–$0.26 | 2.9% | -0.2% | 5↑ 3↓ | $0.7B | 16 |
| Current FY | $0.89 | $0.87–$0.90 | 5.4% | -0.1% | 8↑ 2↓ | $2.8B | 17 |
| Next FY | $0.98 | $0.93–$1.06 | 11.2% | -0.3% | 8↑ 5↓ | $3.1B | 17 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.229 | — |
| 7d ago | $0.229 | +0.000 |
| 30d ago | $0.229 | +0.000 |
| 60d ago | $0.229 | +0.000 |
| 90d ago | $0.226 | +0.003 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 67,704,044 | $592.4M | 13.0% | — |
| Capital World Investors | 53,867,616 | $471.3M | 10.3% | — |
| Capital Research Global Investors | 43,196,688 | $378.0M | 8.3% | TRIM -25.6% |
| BlackRock, Inc. | 31,602,257 | $276.5M | 6.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 28,955,007 | $253.4M | 5.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 27,628,810 | $241.8M | 5.3% | — |
| Caption Management, LLC | 23,915,000 | $209.3M | 4.6% | — |
| BANK OF AMERICA CORP /DE/ | 22,597,066 | $197.7M | 4.3% | ADD +33.1% |
| Caption Management, LLC | 15,995,905 | $140.0M | 3.1% | — |
| MORGAN STANLEY | 14,434,733 | $126.3M | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital Research Global Investors | TRIM | 58,075,965 | 43,196,688 | -25.6% | $378.0M |
| BANK OF AMERICA CORP /DE/ | ADD | 16,982,626 | 22,597,066 | +33.1% | $197.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 3,962,748 | 7,579,561 | +91.3% | $66.3M |
| NORGES BANK | NEW | — | 6,603,960 | — | $57.8M |
| JPMORGAN CHASE & CO | TRIM | 7,173,403 | 4,430,702 | -38.2% | $38.0M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 6,065,200 | 4,323,300 | -28.7% | $37.8M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 6,251,430 | 3,328,972 | -46.7% | $29.1M |
| TUDOR INVESTMENT CORP ET AL | ADD | 2,008,707 | 2,722,261 | +35.5% | $23.8M |
| RAYMOND JAMES FINANCIAL INC | ADD | 1,667,836 | 2,662,902 | +59.7% | $23.3M |
| DANSKE BANK A/S | DOUBLED | 118,480 | 2,526,637 | +2032.5% | $22.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Zahr Marc | Co-President | J | 4,550,777 | — | — |
| Sep 14, 2026 | Zahr Marc | Co-President | J | 4,550,777 | — | — |
| Sep 14, 2026 | Zahr Marc | Co-President | SELL | 1 | — | — |
| Sep 11, 2026 | LIPSCHULTZ MARC S | Co-Chief Executive Officer | GIFT | 1,000,000 | — | — |
| Sep 11, 2026 | LIPSCHULTZ MARC S | Co-Chief Executive Officer | GIFT | 1,000,000 | — | — |
| Sep 11, 2026 | Kirshenbaum Alan | Chief Financial Officer | GIFT | 10,000 | — | — |
| Sep 11, 2026 | Kirshenbaum Alan | Chief Financial Officer | GIFT | 10,000 | — | — |
| Sep 11, 2026 | Dyal Capital SLP LP | 10%+ Owner | J | 350,000 | — | — |
| Sep 11, 2026 | Owl Rock Capital Feeder LLC | 10%+ Owner | J | 1,010,000 | — | — |
| Sep 11, 2026 | Dyal Capital SLP LP | 10%+ Owner | J | 350,000 | — | — |