Market Cap
$2.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| May 15, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| May 14, 2026 | Oppenheimer | DOWNGRADE | Perform | 52% |
| May 7, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 4 | 3 | 0 | 0 | 70% | |
| Aug 1, 2026 | 3 | 4 | 3 | 0 | 0 | 70% | |
| Jul 1, 2026 | 3 | 4 | 3 | 0 | 0 | 70% | |
| Jun 1, 2026 | 3 | 4 | 3 | 0 | 0 | 70% | |
| May 1, 2026 | 4 | 4 | 2 | 0 | 0 | 80% | |
| Apr 1, 2026 | 4 | 4 | 2 | 0 | 0 | 80% | |
| Mar 1, 2026 | 4 | 4 | 2 | 0 | 0 | 80% | |
| Feb 1, 2026 | 4 | 4 | 2 | 0 | 0 | 80% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.07 | $1.05–$1.08 | 24.3% | +0.0% | 0↑ 1↓ | $0.3B | 7 |
| Next Q | $1.24 | $1.20–$1.31 | 8.9% | +0.0% | 0↑ 2↓ | $0.4B | 7 |
| Current FY | $4.57 | $4.45–$4.63 | 4.3% | +0.0% | 1↑ 1↓ | $1.3B | 8 |
| Next FY | $5.08 | $4.72–$5.35 | 11.3% | +0.0% | 1↑ 0↓ | $1.4B | 8 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.069 | — |
| 7d ago | $1.069 | — |
| 30d ago | $1.069 | — |
| 60d ago | $1.147 | -0.078 |
| 90d ago | $1.100 | -0.031 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 7,831,333 | $370.2M | 16.8% | — |
| ARIEL INVESTMENTS, LLC | 4,868,711 | $230.1M | 10.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,825,340 | $133.6M | 6.1% | — |
| DIMENSIONAL FUND ADVISORS LP | 2,661,291 | $125.8M | 5.7% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2,331,821 | $110.2M | 5.0% | NEW |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,136,944 | $101.0M | 4.6% | — |
| STATE STREET CORP | 2,116,513 | $100.0M | 4.5% | — |
| BRANDES INVESTMENT PARTNERS, LP | 2,051,060 | $97.0M | 4.4% | DOUBLED +140.1% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,872,023 | $88.5M | 4.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,571,742 | $74.3M | 3.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FULLER & THALER ASSET MANAGEMENT, INC. | NEW | — | 2,331,821 | — | $110.2M |
| BRANDES INVESTMENT PARTNERS, LP | DOUBLED | 854,119 | 2,051,060 | +140.1% | $97.0M |
| NORDEA INVESTMENT MANAGEMENT AB | ADD | 599,375 | 828,628 | +38.2% | $39.3M |
| WESTWOOD HOLDINGS GROUP INC | TRIM | 1,119,715 | 750,445 | -33.0% | $35.5M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | ADD | 473,151 | 658,659 | +39.2% | $31.1M |
| UBS Group AG | ADD | 392,209 | 638,605 | +62.8% | $30.2M |
| GOLDMAN SACHS GROUP INC | ADD | 457,618 | 586,536 | +28.2% | $27.7M |
| CITADEL ADVISORS LLC | DOUBLED | 183,440 | 564,157 | +207.5% | $26.7M |
| Woodline Partners LP | ADD | 273,943 | 359,721 | +31.3% | $17.0M |
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | 20,063 | 232,998 | +1061.3% | $11.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 4, 2026 | Clark Celeste A. | Director | AWARD | 2,981 | — | — |
| Aug 4, 2026 | ZIER DAWN M. | Director | AWARD | 2,981 | — | — |
| Aug 4, 2026 | Kelly John F. | Director | AWARD | 2,981 | — | — |
| Aug 4, 2026 | DArecca James | Director | AWARD | 2,981 | — | — |
| Aug 4, 2026 | BYOM JOHN E | Director | AWARD | 2,981 | — | — |
| May 11, 2026 | Zerillo Jeffrey | Senior VP Operations | SELL | 351 | $52.28 | $18.4K |
| May 7, 2026 | Lombardi Ronald M. | Chief Executive Officer | TAX W/H | 2,543 | $54.59 | $138.8K |
| May 7, 2026 | Mekhail Adel | EVP, Marketing & Sales | TAX W/H | 487 | $54.59 | $26.6K |
| May 7, 2026 | Sacco Christine | CFO & COO | TAX W/H | 991 | $54.59 | $54.1K |
| May 7, 2026 | Zerillo Jeffrey | Senior VP Operations | TAX W/H | 351 | $54.59 | $19.2K |