Market Cap
$3.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 3, 2026 | JP Morgan | MAINTAIN | Underweight | 55% |
| Sep 3, 2026 | Needham | MAINTAIN | Buy | 50% |
| Aug 4, 2026 | JP Morgan | DOWNGRADE | Underweight | 55% |
| Jun 25, 2026 | B of A Securities | DOWNGRADE | Underperform | 54% |
| Jun 5, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jun 5, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Jun 5, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jun 5, 2026 | BTIG | REITERATE | Buy | 53% |
| Jun 5, 2026 | B of A Securities | MAINTAIN | Neutral | 54% |
| Jun 4, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 5 | 6 | 2 | 0 | 56% | |
| Aug 1, 2026 | 5 | 5 | 7 | 1 | 0 | 56% | |
| Jul 1, 2026 | 5 | 5 | 7 | 1 | 0 | 56% | |
| Jun 1, 2026 | 4 | 7 | 7 | 0 | 0 | 61% | |
| May 1, 2026 | 4 | 7 | 7 | 0 | 0 | 61% | |
| Apr 1, 2026 | 5 | 6 | 7 | 0 | 0 | 61% | |
| Mar 1, 2026 | 5 | 6 | 6 | 0 | 0 | 65% | |
| Feb 1, 2026 | 5 | 6 | 6 | 0 | 0 | 65% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.63 | $2.56–$2.74 | -7.1% | -12.1% | 1↑ 10↓ | $2.3B | 13 |
| Next Q | $3.78 | $3.70–$3.98 | -1.1% | -5.3% | 0↑ 11↓ | $2.5B | 13 |
| Current FY | $12.09 | $12.00–$12.37 | 6.1% | +0.6% | 7↑ 2↓ | $8.9B | 13 |
| Next FY | $12.49 | $11.73–$14.20 | 3.3% | -1.0% | 6↑ 3↓ | $9.1B | 13 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.630 | — |
| 7d ago | $2.631 | -0.002 |
| 30d ago | $2.993 | -0.364 |
| 60d ago | $2.994 | -0.364 |
| 90d ago | $2.998 | -0.368 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 6,827,779 | $507.0M | 15.6% | ADD +48.8% |
| PZENA INVESTMENT MANAGEMENT LLC | 5,986,677 | $444.6M | 13.7% | — |
| BlackRock, Inc. | 4,480,988 | $332.8M | 10.2% | — |
| DIMENSIONAL FUND ADVISORS LP | 3,088,738 | $229.4M | 7.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,165,305 | $160.8M | 4.9% | — |
| Allspring Global Investments Holdings, LLC | 2,050,561 | $155.4M | 4.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,087,560 | $155.0M | 4.8% | — |
| AMERICAN CENTURY COMPANIES INC | 1,809,391 | $134.4M | 4.1% | — |
| STATE STREET CORP | 1,482,391 | $110.1M | 3.4% | — |
| MORGAN STANLEY | 983,578 | $73.0M | 2.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 4,589,316 | 6,827,779 | +48.8% | $507.0M |
| CITADEL ADVISORS LLC | ADD | 527,053 | 815,594 | +54.7% | $60.6M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 202,434 | 471,445 | +132.9% | $35.0M |
| UBS Group AG | TRIM | 846,846 | 376,088 | -55.6% | $27.9M |
| Quantinno Capital Management LP | ADD | 149,419 | 240,160 | +60.7% | $17.8M |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 307,744 | 229,877 | -25.3% | $17.1M |
| Bridgewater Associates, LP | ADD | 163,294 | 225,223 | +37.9% | $16.7M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | NEW | — | 150,244 | — | $11.2M |
| MARSHALL WACE, LLP | TRIM | 193,293 | 131,089 | -32.2% | $9.7M |
| Gotham Asset Management, LLC | ADD | 65,201 | 122,943 | +88.6% | $9.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 22, 2026 | Rollier Alexis | Chief Financial Officer | AWARD | 3,624 | — | — |
| Sep 22, 2026 | Rollier Alexis | Chief Financial Officer | AWARD | 5,272 | — | — |
| Sep 11, 2026 | Larsson Stefan | Chief Executive Officer | BUY | 14,179.102 | $70.53 | $1.0M |
| Jun 24, 2026 | Stone Melissa Ann | EVP and Interim CFO | AWARD | 0.478 | $72.71 | $34.76 |
| Jun 18, 2026 | Andersen Jesper | Director | AWARD | 2,336 | — | — |
| Jun 18, 2026 | Bhalla Ajay | Director | AWARD | 2,336 | — | — |
| Jun 18, 2026 | Gulliver Kate | Director | AWARD | 2,336 | — | — |
| Jun 18, 2026 | CALBERT MICHAEL M | Director | AWARD | 4,932 | — | — |
| Jun 18, 2026 | Callinicos Brent | Director | AWARD | 2,336 | — | — |
| Jun 18, 2026 | CHEEKS GEORGE | Director | AWARD | 2,336 | — | — |