Market Cap
$5.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 22, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Aug 14, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 13, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 31, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 31, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 20, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 16, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Jul 7, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| May 27, 2026 | Jefferies | UPGRADE | Buy | 53% |
| May 8, 2026 | TD Cowen | UPGRADE | Buy | 56% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 11 | 3 | 1 | 0 | 81% | |
| Aug 1, 2026 | 6 | 11 | 3 | 1 | 0 | 81% | |
| Jul 1, 2026 | 6 | 11 | 3 | 1 | 0 | 81% | |
| Jun 1, 2026 | 5 | 11 | 4 | 1 | 0 | 76% | |
| May 1, 2026 | 4 | 11 | 6 | 1 | 0 | 68% | |
| Apr 1, 2026 | 4 | 10 | 6 | 1 | 0 | 67% | |
| Mar 1, 2026 | 6 | 10 | 5 | 1 | 0 | 73% | |
| Feb 1, 2026 | 6 | 10 | 5 | 1 | 0 | 73% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.38 | $0.30–$0.48 | 102.2% | +22.6% | 0↑ 2↓ | $0.3B | 3 |
| Next Q | $0.30 | $0.15–$0.50 | 116.7% | +21.6% | 0↑ 3↓ | $0.3B | 3 |
| Current FY | $1.71 | $1.50–$1.82 | -77.6% | +7.1% | 2↑ 1↓ | $1.3B | 3 |
| Next FY | $2.68 | $2.25–$3.04 | 56.5% | +7.1% | 1↑ 2↓ | $1.4B | 3 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.380 | — |
| 7d ago | $0.310 | +0.070 |
| 30d ago | $0.310 | +0.070 |
| 60d ago | $0.537 | -0.157 |
| 90d ago | $0.473 | -0.093 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 13,964,554 | $1.1B | 16.6% | — |
| RTW INVESTMENTS, LP | 7,746,415 | $631.9M | 9.2% | — |
| Jupiter Topco LLC | 7,236,402 | $590.2M | 8.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,928,111 | $402.0M | 5.9% | — |
| STATE STREET CORP | 4,598,952 | $375.1M | 5.5% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 4,128,273 | $336.7M | 4.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,739,127 | $305.0M | 4.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,207,376 | $180.1M | 2.6% | — |
| TORONTO DOMINION BANK | 2,165,846 | $176.7M | 2.6% | TRIM -28.4% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| TORONTO DOMINION BANK | TRIM | 3,025,963 | 2,165,846 | -28.4% | $176.7M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | NEW | — | 1,956,156 | — | $159.6M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | NEW | — | 1,722,688 | — | $140.5M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | ADD | 1,015,772 | 1,440,107 | +41.8% | $117.5M |
| FULLER & THALER ASSET MANAGEMENT, INC. | NEW | — | 1,156,819 | — | $94.4M |
| MORGAN STANLEY | ADD | 674,134 | 1,103,675 | +63.7% | $90.0M |
| CITADEL ADVISORS LLC | ADD | 385,199 | 747,822 | +94.1% | $61.0M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 533,300 | 723,500 | +35.7% | $59.0M |
| MARSHALL WACE, LLP | ADD | 460,638 | 704,787 | +53.0% | $57.5M |
| JPMORGAN CHASE & CO | ADD | 346,017 | 684,042 | +97.7% | $56.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 17, 2026 | SCHMERTZLER MICHAEL | Director | SELL | 9,624 | $67.83 | $652.8K |
| Sep 17, 2026 | SCHMERTZLER MICHAEL | Director | SELL | 376 | $68.45 | $25.7K |
| Sep 16, 2026 | SCHMERTZLER MICHAEL | Director | SELL | 2,994 | $66.58 | $199.3K |
| Sep 16, 2026 | SCHMERTZLER MICHAEL | Director | SELL | 7,006 | $67.35 | $471.9K |
| Sep 10, 2026 | SCHMERTZLER MICHAEL | Director | SELL | 10,000 | $67.34 | $673.4K |
| Sep 9, 2026 | SCHMERTZLER MICHAEL | Director | SELL | 572 | $68.67 | $39.3K |
| Sep 9, 2026 | SCHMERTZLER MICHAEL | Director | SELL | 9,428 | $67.79 | $639.1K |
| Aug 27, 2026 | SCHMERTZLER MICHAEL | Director | SELL | 11,890 | $71.55 | $850.7K |
| Aug 27, 2026 | SCHMERTZLER MICHAEL | Director | SELL | 610 | $72.22 | $44.1K |
| Aug 26, 2026 | SCHMERTZLER MICHAEL | Director | SELL | 6,874 | $72.74 | $500.0K |