Market Cap
$5.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 25, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 30, 2026 | Stephens & Co. | MAINTAIN | Overweight | 54% |
| May 19, 2026 | Stephens & Co. | REITERATE | Overweight | 54% |
| Apr 30, 2026 | Stephens & Co. | MAINTAIN | Overweight | 54% |
| Apr 29, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Apr 27, 2026 | Wolfe Research | INITIATE | Outperform | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 4 | 2 | 0 | 0 | 83% | |
| Aug 1, 2026 | 6 | 4 | 2 | 0 | 0 | 83% | |
| Jul 1, 2026 | 6 | 4 | 2 | 0 | 0 | 83% | |
| Jun 1, 2026 | 6 | 4 | 2 | 0 | 0 | 83% | |
| May 1, 2026 | 6 | 4 | 2 | 0 | 0 | 83% | |
| Apr 1, 2026 | 5 | 4 | 2 | 0 | 0 | 82% | |
| Mar 1, 2026 | 5 | 4 | 2 | 0 | 0 | 82% | |
| Feb 1, 2026 | 5 | 4 | 2 | 0 | 0 | 82% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.66 | $0.64–$0.68 | 19.6% | -0.2% | — | $2.0B | 4 |
| Next Q | $0.69 | $0.67–$0.72 | 27.0% | -4.8% | — | $2.1B | 3 |
| Current FY | $2.47 | $2.43–$2.50 | 13.1% | -0.9% | 0↑ 1↓ | $7.7B | 4 |
| Next FY | $3.06 | $2.70–$3.50 | 24.0% | -0.1% | 1↑ 1↓ | $8.6B | 4 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.662 | — |
| 7d ago | $0.662 | — |
| 30d ago | $0.663 | -0.001 |
| 60d ago | $0.673 | -0.011 |
| 90d ago | $0.677 | -0.015 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 10,283,041 | $750.5M | 19.4% | — |
| FMR LLC | 7,667,295 | $559.6M | 14.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,587,355 | $261.8M | 6.8% | — |
| DIMENSIONAL FUND ADVISORS LP | 3,278,453 | $239.3M | 6.2% | — |
| AMERICAN CENTURY COMPANIES INC | 3,010,503 | $219.7M | 5.7% | ADD +36.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,512,680 | $183.4M | 4.7% | — |
| STATE STREET CORP | 2,430,986 | $177.4M | 4.6% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 2,012,245 | $146.9M | 3.8% | TRIM -31.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,734,898 | $126.7M | 3.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | ADD | 2,206,473 | 3,010,503 | +36.4% | $219.7M |
| JENNISON ASSOCIATES LLC | ADD | 1,121,450 | 1,699,609 | +51.6% | $124.0M |
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | 106,874 | 883,808 | +727.0% | $64.5M |
| WESTWOOD HOLDINGS GROUP INC | NEW | — | 831,726 | — | $60.7M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | NEW | — | 313,169 | — | $22.9M |
| Qube Research & Technologies Ltd | DOUBLED | 123,929 | 281,496 | +127.1% | $20.5M |
| SEI INVESTMENTS CO | DOUBLED | 92,419 | 246,295 | +166.5% | $18.0M |
| Neuberger Berman Group LLC | ADD | 106,064 | 154,647 | +45.8% | $11.3M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | ADD | 100,031 | 145,777 | +45.7% | $10.6M |
| Creative Planning | ADD | 77,464 | 133,930 | +72.9% | $9.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 12, 2026 | Mendoza Elaine | Director | GIFT | 750 | — | — |
| Aug 3, 2026 | McRoberts Michael | Director | SELL | 6,500 | $81.44 | $529.3K |
| Aug 3, 2026 | McRoberts Michael | Director | EXERCISE | 6,500 | $15.06 | $97.9K |
| Aug 3, 2026 | Goldstone Michael L | SVP, GC and Corp. Sec. | SELL | 2,100 | $81.30 | $170.7K |
| Aug 3, 2026 | Goldstone Michael L | SVP, GC and Corp. Sec. | EXERCISE | 2,100 | $15.06 | $31.6K |
| Aug 3, 2026 | RUSH WILLIAM M RUSTY | CEO, President and COB | EXERCISE | 71,574 | $15.06 | $1.1M |
| Aug 3, 2026 | RUSH WILLIAM M RUSTY | CEO, President and COB | SELL | 71,574 | $81.05 | $5.8M |
| Jul 31, 2026 | Keller Steven L | CFO & Treasurer | SELL | 20,678 | $80.73 | $1.7M |
| Jul 31, 2026 | Keller Steven L | CFO & Treasurer | EXERCISE | 20,678 | $15.06 | $311.4K |
| Jul 31, 2026 | RUSH WILLIAM M RUSTY | CEO, President and COB | SELL | 7,176 | $80.76 | $579.5K |