Market Cap
$7.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 15, 2026 | Cantor Fitzgerald | INITIATE | Overweight | 49% |
| Aug 3, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 31, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 31, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Jul 28, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 24, 2026 | BTIG | REITERATE | Buy | 53% |
| Jul 23, 2026 | Guggenheim | INITIATE | Buy | 52% |
| Jul 21, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Jul 13, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 7, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 16 | 7 | 0 | 0 | 77% | |
| Aug 1, 2026 | 8 | 16 | 7 | 0 | 0 | 77% | |
| Jul 1, 2026 | 7 | 16 | 7 | 0 | 0 | 77% | |
| Jun 1, 2026 | 7 | 16 | 7 | 0 | 0 | 77% | |
| May 1, 2026 | 7 | 16 | 7 | 0 | 0 | 77% | |
| Apr 1, 2026 | 7 | 15 | 8 | 0 | 0 | 73% | |
| Mar 1, 2026 | 7 | 15 | 8 | 0 | 0 | 73% | |
| Feb 1, 2026 | 7 | 15 | 8 | 0 | 0 | 73% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.45 | $0.40–$0.55 | 7.8% | -0.1% | 10↑ 7↓ | $0.4B | 21 |
| Next Q | $0.42 | $0.37–$0.52 | 13.9% | -0.0% | 3↑ 13↓ | $0.4B | 21 |
| Current FY | $1.70 | $1.58–$2.10 | 25.0% | -0.1% | 12↑ 7↓ | $1.5B | 22 |
| Next FY | $2.37 | $2.14–$2.96 | 39.7% | +0.2% | 14↑ 2↓ | $1.7B | 19 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.453 | — |
| 7d ago | $0.453 | -0.001 |
| 30d ago | $0.453 | -0.001 |
| 60d ago | $0.457 | -0.004 |
| 90d ago | $0.460 | -0.007 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 11,417,627 | $463.8M | 11.1% | ADD +25.7% |
| BlackRock, Inc. | 7,394,012 | $300.3M | 7.2% | — |
| ALLIANCEBERNSTEIN L.P. | 5,088,839 | $290.1M | 6.9% | TRIM -47.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,977,964 | $283.4M | 6.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,392,107 | $219.0M | 5.2% | — |
| UBS Group AG | 5,193,740 | $211.0M | 5.1% | ADD +26.6% |
| Assenagon Asset Management S.A. | 4,398,163 | $178.7M | 4.3% | ADD +95.3% |
| Capital World Investors | 3,469,908 | $140.9M | 3.4% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 3,450,671 | $140.2M | 3.4% | — |
| DEUTSCHE BANK AG\ | 2,817,424 | $114.4M | 2.7% | ADD +64.1% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 9,081,002 | 11,417,627 | +25.7% | $463.8M |
| ALLIANCEBERNSTEIN L.P. | TRIM | 9,751,571 | 5,088,839 | -47.8% | $290.1M |
| UBS Group AG | ADD | 4,100,923 | 5,193,740 | +26.6% | $211.0M |
| Assenagon Asset Management S.A. | ADD | 2,251,981 | 4,398,163 | +95.3% | $178.7M |
| DEUTSCHE BANK AG\ | ADD | 1,717,148 | 2,817,424 | +64.1% | $114.4M |
| JPMORGAN CHASE & CO | TRIM | 4,827,751 | 2,618,552 | -45.8% | $107.6M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 923,739 | 2,530,015 | +173.9% | $102.8M |
| CITADEL ADVISORS LLC | NEW | — | 2,237,524 | — | $90.9M |
| BARCLAYS PLC | DOUBLED | 133,221 | 2,189,569 | +1543.6% | $88.9M |
| WASATCH ADVISORS LP | TRIM | 2,956,863 | 1,905,647 | -35.6% | $77.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | Courtemanche Craig F. Jr. | Director | EXERCISE | 56,122 | $2.42 | $135.8K |
| Sep 10, 2026 | Courtemanche Craig F. Jr. | Director | SELL | 46,419 | $53.41 | $2.5M |
| Sep 10, 2026 | Courtemanche Craig F. Jr. | Director | SELL | 9,703 | $53.81 | $522.1K |
| Sep 3, 2026 | Griffith William J.G. | Director | J | 317,307 | — | — |
| Sep 3, 2026 | Griffith William J.G. | Director | J | 869,214 | — | — |
| Sep 3, 2026 | Griffith William J.G. | Director | J | 813,479 | — | — |
| Sep 3, 2026 | ICONIQ Strategic Partners III, L.P. | 10%+ Owner | J | 317,307 | — | — |
| Sep 3, 2026 | ICONIQ Strategic Partners III, L.P. | 10%+ Owner | J | 869,214 | — | — |
| Sep 3, 2026 | ICONIQ Strategic Partners III, L.P. | 10%+ Owner | J | 813,479 | — | — |
| Sep 2, 2026 | O CONNOR KEVIN J | Director | SELL | 7,452 | $59.94 | $446.7K |