Market Cap
$6.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 7, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 7, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 21, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 16, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| May 11, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 4, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Apr 14, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 10 | 3 | 0 | 0 | 83% | |
| Aug 1, 2026 | 5 | 10 | 3 | 0 | 0 | 83% | |
| Jul 1, 2026 | 5 | 10 | 3 | 0 | 0 | 83% | |
| Jun 1, 2026 | 5 | 10 | 3 | 0 | 0 | 83% | |
| May 1, 2026 | 5 | 11 | 3 | 0 | 0 | 84% | |
| Apr 1, 2026 | 5 | 11 | 3 | 0 | 0 | 84% | |
| Mar 1, 2026 | 4 | 11 | 4 | 0 | 0 | 79% | |
| Feb 1, 2026 | 4 | 11 | 4 | 0 | 0 | 79% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.43 | $0.39–$0.50 | 4.0% | -1.6% | 4↑ 6↓ | $1.8B | 10 |
| Next Q | $0.31 | $0.25–$0.35 | 19.2% | +3.2% | 7↑ 3↓ | $1.6B | 10 |
| Current FY | $1.31 | $1.12–$1.44 | -1.7% | +1.9% | 7↑ 2↓ | $6.8B | 11 |
| Next FY | $1.49 | $1.22–$1.83 | 14.0% | +0.9% | 8↑ 2↓ | $7.1B | 12 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.427 | — |
| 7d ago | $0.434 | -0.007 |
| 30d ago | $0.434 | -0.007 |
| 60d ago | $0.433 | -0.006 |
| 90d ago | $0.431 | -0.005 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 25,017,739 | $611.4M | 12.9% | — |
| Sachem Head Capital Management LP | 17,795,000 | $434.9M | 9.2% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 13,075,886 | $319.6M | 6.7% | — |
| AMERIPRISE FINANCIAL INC | 12,526,760 | $306.2M | 6.4% | — |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11,426,823 | $279.3M | 5.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11,334,024 | $277.0M | 5.8% | — |
| BlackRock, Inc. | 11,270,206 | $275.4M | 5.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 10,757,194 | $262.9M | 5.5% | — |
| Allspring Global Investments Holdings, LLC | 7,054,481 | $173.0M | 3.6% | — |
| BANK OF AMERICA CORP /DE/ | 5,715,644 | $139.7M | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | DOUBLED | 1,806,622 | 3,870,335 | +114.2% | $94.6M |
| Point72 Asset Management, L.P. | TRIM | 8,369,420 | 3,686,463 | -56.0% | $90.1M |
| NORGES BANK | NEW | — | 3,001,538 | — | $73.4M |
| CITADEL ADVISORS LLC | DOUBLED | 1,209,732 | 2,794,124 | +131.0% | $68.3M |
| Nuveen, LLC | ADD | 1,580,639 | 2,486,300 | +57.3% | $60.8M |
| DIMENSIONAL FUND ADVISORS LP | DOUBLED | 154,258 | 2,407,701 | +1460.8% | $58.8M |
| MORGAN STANLEY | TRIM | 2,970,766 | 1,993,199 | -32.9% | $48.7M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 2,513,099 | 1,383,066 | -45.0% | $33.8M |
| Rockefeller Capital Management L.P. | DOUBLED | 400,354 | 1,232,117 | +207.8% | $30.1M |
| Tidal Investments LLC | DOUBLED | 352,187 | 1,150,675 | +226.7% | $28.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | FOSS ERIC J | Exec. Chair and CEO | BUY | 100 | $24.30 | $2.4K |
| Aug 10, 2026 | FOSS ERIC J | Exec. Chair and CEO | BUY | 83,900 | $23.80 | $2.0M |
| Aug 7, 2026 | ORCP III DE TopCo GP, LLC | 10%+ Owner | SELL | 20,410,340 | $24.37 | $497.4M |
| Aug 7, 2026 | Lee Tony W | Director | SELL | 20,410,340 | $24.37 | $497.4M |
| Jul 14, 2026 | Sudhanshu Priyadarshi | Director | AWARD | 5,712 | — | — |
| Jun 30, 2026 | STANBROOK STEVEN P | Director | AWARD | 1,227 | $24.44 | $30.0K |
| May 15, 2026 | Brimmer Andrea C | Director | AWARD | 7,197 | — | — |
| Apr 28, 2026 | Prim Billy D | Director | AWARD | 8,887 | — | — |
| Apr 28, 2026 | Metropoulos C. Dean | Director | AWARD | 429 | $19.69 | $8.4K |
| Apr 28, 2026 | Bomhard Britta | Director | AWARD | 8,887 | — | — |