Market Cap
$4.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 22, 2026 | Citizens | REITERATE | Market Outperform | 38% |
| Sep 22, 2026 | Stifel | INITIATE | Buy | 54% |
| Jul 30, 2026 | Macquarie | MAINTAIN | Outperform | 55% |
| Jul 30, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Jul 30, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 30, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jul 29, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Jul 24, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jul 23, 2026 | Benchmark | MAINTAIN | Buy | 54% |
| Jul 20, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 10 | 2 | 0 | 0 | 87% | |
| Aug 1, 2026 | 3 | 10 | 2 | 0 | 0 | 87% | |
| Jul 1, 2026 | 3 | 10 | 2 | 0 | 0 | 87% | |
| Jun 1, 2026 | 3 | 10 | 2 | 0 | 0 | 87% | |
| May 1, 2026 | 3 | 10 | 2 | 0 | 0 | 87% | |
| Apr 1, 2026 | 3 | 10 | 2 | 0 | 0 | 87% | |
| Mar 1, 2026 | 3 | 8 | 2 | 0 | 0 | 85% | |
| Feb 1, 2026 | 3 | 7 | 3 | 0 | 0 | 77% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.14 | $0.13–$0.15 | 53.9% | +0.1% | 1↑ 4↓ | $0.4B | 10 |
| Next Q | $0.19 | $0.18–$0.20 | 135.1% | -0.5% | 7↑ 0↓ | $0.4B | 10 |
| Current FY | $0.62 | $0.61–$0.64 | 67.6% | +0.0% | 6↑ 1↓ | $1.6B | 10 |
| Next FY | $0.84 | $0.75–$0.98 | 35.4% | -0.1% | 5↑ 3↓ | $1.8B | 10 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.139 | — |
| 7d ago | $0.138 | +0.000 |
| 30d ago | $0.138 | +0.000 |
| 60d ago | $0.142 | -0.004 |
| 90d ago | $0.146 | -0.007 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 15,078,522 | $448.4M | 15.4% | ADD +81.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,609,148 | $166.8M | 5.7% | ADD +27.9% |
| AMERIPRISE FINANCIAL INC | 5,014,887 | $149.2M | 5.1% | — |
| Hood River Capital Management LLC | 4,454,433 | $132.5M | 4.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,431,389 | $131.8M | 4.5% | — |
| Invesco Ltd. | 4,404,873 | $131.0M | 4.5% | — |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 4,341,612 | $129.1M | 4.4% | ADD +66.0% |
| FMR LLC | 3,996,369 | $118.9M | 4.1% | DOUBLED +3043.9% |
| STATE STREET CORP | 3,875,616 | $115.3M | 4.0% | ADD +91.8% |
| MARSHALL WACE, LLP | 3,333,434 | $99.1M | 3.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 8,327,068 | 15,078,522 | +81.1% | $448.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 4,385,854 | 5,609,148 | +27.9% | $166.8M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | ADD | 2,616,159 | 4,341,612 | +66.0% | $129.1M |
| FMR LLC | DOUBLED | 127,116 | 3,996,369 | +3043.9% | $118.9M |
| STATE STREET CORP | ADD | 2,020,237 | 3,875,616 | +91.8% | $115.3M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | TRIM | 2,331,047 | 1,635,734 | -29.8% | $48.6M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 651,082 | 1,487,434 | +128.5% | $44.2M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | ADD | 935,142 | 1,231,964 | +31.7% | $36.6M |
| BANK OF AMERICA CORP /DE/ | ADD | 852,653 | 1,143,751 | +34.1% | $34.0M |
| Assenagon Asset Management S.A. | ADD | 623,133 | 1,139,667 | +82.9% | $33.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 25, 2026 | Markell Jack A. | Director | BUY | 1,500 | $19.35 | $29.0K |
| Sep 22, 2026 | BLUHM NEIL | Executive Chairman | GIFT | 380,000 | — | — |
| Sep 3, 2026 | Sauers Kyle | Chief Financial Officer | SELL | 23,000 | $26.56 | $610.9K |
| Sep 1, 2026 | SCHWARTZ RICHARD TODD | Chief Executive Officer | CONVERT | 55,555 | — | — |
| Sep 1, 2026 | SCHWARTZ RICHARD TODD | Chief Executive Officer | SELL | 55,555 | $25.69 | $1.4M |
| Sep 1, 2026 | SCHWARTZ RICHARD TODD | Chief Executive Officer | CONVERT | 55,555 | — | — |
| Sep 1, 2026 | SCHWARTZ RICHARD TODD | Chief Executive Officer | CONVERT | 47,222 | — | — |
| Sep 1, 2026 | SCHWARTZ RICHARD TODD | Chief Executive Officer | D | 55,555 | — | — |
| Sep 1, 2026 | SCHWARTZ RICHARD TODD | Chief Executive Officer | D | 47,222 | — | — |
| Sep 1, 2026 | SCHWARTZ RICHARD TODD | Chief Executive Officer | SELL | 47,222 | $25.69 | $1.2M |