Market Cap
$3.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 18, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 7, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 20, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Jul 9, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| May 20, 2026 | Roth Capital | MAINTAIN | Buy | 56% |
| May 15, 2026 | UBS | MAINTAIN | Buy | 55% |
| May 8, 2026 | Macquarie | MAINTAIN | Neutral | 55% |
| May 8, 2026 | TD Cowen | DOWNGRADE | Hold | 56% |
| May 8, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| May 8, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 12 | 7 | 0 | 0 | 72% | |
| Aug 1, 2026 | 6 | 12 | 8 | 0 | 0 | 69% | |
| Jul 1, 2026 | 6 | 12 | 8 | 0 | 0 | 69% | |
| Jun 1, 2026 | 7 | 12 | 8 | 0 | 0 | 70% | |
| May 1, 2026 | 9 | 14 | 3 | 0 | 0 | 88% | |
| Apr 1, 2026 | 9 | 14 | 3 | 0 | 0 | 88% | |
| Mar 1, 2026 | 9 | 12 | 3 | 0 | 0 | 88% | |
| Feb 1, 2026 | 9 | 12 | 3 | 0 | 0 | 88% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.81 | $0.76–$0.86 | 0.9% | +0.1% | 10↑ 2↓ | $0.3B | 15 |
| Next Q | $0.82 | $0.78–$0.88 | -0.8% | -0.9% | 10↑ 4↓ | $0.4B | 15 |
| Current FY | $3.26 | $3.20–$3.36 | 6.3% | -0.1% | 14↑ 1↓ | $1.4B | 16 |
| Next FY | $3.66 | $3.20–$4.10 | 12.3% | +0.2% | 11↑ 3↓ | $1.5B | 17 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.807 | — |
| 7d ago | $0.804 | +0.003 |
| 30d ago | $0.806 | +0.000 |
| 60d ago | $0.791 | +0.016 |
| 90d ago | $0.793 | +0.014 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 8,346,247 | $435.4M | 14.1% | — |
| SRS Investment Management, LLC | 4,917,311 | $256.5M | 8.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,666,018 | $191.3M | 6.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,582,059 | $186.9M | 6.1% | — |
| AQR CAPITAL MANAGEMENT LLC | 2,640,170 | $137.7M | 4.5% | — |
| STATE STREET CORP | 2,498,658 | $130.3M | 4.2% | — |
| D. E. Shaw & Co., Inc. | 2,450,093 | $127.8M | 4.1% | DOUBLED +820.2% |
| Corvex Management LP | 1,893,738 | $98.8M | 3.2% | NEW |
| MILLENNIUM MANAGEMENT LLC | 1,798,087 | $93.8M | 3.0% | DOUBLED +496.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,633,110 | $85.2M | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | DOUBLED | 266,266 | 2,450,093 | +820.2% | $127.8M |
| Corvex Management LP | NEW | — | 1,893,738 | — | $98.8M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 301,406 | 1,798,087 | +496.6% | $93.8M |
| FMR LLC | DOUBLED | 689,618 | 1,405,185 | +103.8% | $73.3M |
| Gotham Asset Management, LLC | DOUBLED | 342,785 | 1,318,390 | +284.6% | $68.8M |
| JPMORGAN CHASE & CO | TRIM | 2,356,291 | 1,264,860 | -46.3% | $65.4M |
| Ninety One UK Ltd | TRIM | 2,814,660 | 1,038,373 | -63.1% | $54.2M |
| GOLDMAN SACHS GROUP INC | TRIM | 2,092,785 | 1,036,634 | -50.5% | $54.1M |
| NORGES BANK | NEW | — | 1,002,583 | — | $52.3M |
| CITADEL ADVISORS LLC | DOUBLED | 286,911 | 899,468 | +213.5% | $46.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Tanco Christopher | Director | BUY | 2,328 | $51.23 | $119.3K |
| Sep 14, 2026 | Bode William | Chief Operating Officer | EXERCISE | 9,863 | $19.81 | $195.4K |
| Sep 14, 2026 | Bode William | Chief Operating Officer | SELL | 7,000 | $51.22 | $358.5K |
| Aug 10, 2026 | Spinelli Stephen JR | Director | BUY | 10,000 | $49.28 | $492.8K |
| Jul 1, 2026 | Singh Harmit J | Director | AWARD | 332 | — | — |
| Jul 1, 2026 | RATHKE FRANCES G | Director | AWARD | 474 | — | — |
| Jul 1, 2026 | Anderson Enshalla | Director | AWARD | 450 | — | — |
| Jul 1, 2026 | Spinelli Stephen JR | Director | AWARD | 711 | — | — |
| Jul 1, 2026 | Beard, Stephen W. | Director | AWARD | 332 | — | — |
| Jul 1, 2026 | Tanco Christopher | Director | AWARD | 438 | — | — |