Market Cap
$1.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 19, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 4, 2026 | JP Morgan | MAINTAIN | Underweight | 55% |
| Aug 3, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 31, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jul 17, 2026 | Seaport Global | DOWNGRADE | Neutral | 51% |
| Jul 15, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 13, 2026 | JP Morgan | MAINTAIN | Underweight | 55% |
| Jul 10, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 9, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| May 27, 2026 | UBS | INITIATE | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 5 | 6 | 2 | 0 | 53% | |
| Aug 1, 2026 | 4 | 5 | 7 | 1 | 0 | 53% | |
| Jul 1, 2026 | 4 | 6 | 6 | 1 | 0 | 59% | |
| Jun 1, 2026 | 4 | 6 | 6 | 1 | 0 | 59% | |
| May 1, 2026 | 4 | 5 | 6 | 1 | 0 | 56% | |
| Apr 1, 2026 | 3 | 5 | 6 | 1 | 0 | 53% | |
| Mar 1, 2026 | 2 | 5 | 6 | 1 | 0 | 50% | |
| Feb 1, 2026 | 2 | 5 | 6 | 1 | 0 | 50% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.82 | $1.67–$2.07 | 29.3% | -0.8% | 3↑ 5↓ | $4.0B | 10 |
| Next Q | $1.69 | $1.51–$2.00 | 11.1% | -2.0% | 5↑ 4↓ | $4.1B | 10 |
| Current FY | $6.92 | $6.68–$7.30 | 4.9% | -0.6% | 6↑ 5↓ | $15.7B | 11 |
| Next FY | $7.65 | $7.10–$8.40 | 10.4% | +0.6% | 7↑ 4↓ | $16.4B | 11 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.823 | — |
| 7d ago | $1.823 | — |
| 30d ago | $1.839 | -0.015 |
| 60d ago | $1.872 | -0.049 |
| 90d ago | $1.857 | -0.034 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 2,406,210 | $204.0M | 19.9% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,334,018 | $113.1M | 11.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 760,863 | $64.5M | 6.3% | — |
| STATE STREET CORP | 634,362 | $54.1M | 5.3% | — |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 588,516 | $49.9M | 4.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 536,078 | $45.5M | 4.4% | — |
| WESTWOOD HOLDINGS GROUP INC | 494,907 | $42.0M | 4.1% | — |
| Invesco Ltd. | 388,304 | $32.9M | 3.2% | — |
| Nuveen, LLC | 386,136 | $32.7M | 3.2% | — |
| AMERICAN CENTURY COMPANIES INC | 366,892 | $31.1M | 3.0% | ADD +63.7% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | ADD | 224,102 | 366,892 | +63.7% | $31.1M |
| JPMORGAN CHASE & CO | DOUBLED | 22,268 | 294,753 | +1223.7% | $25.0M |
| MORGAN STANLEY | ADD | 182,941 | 273,431 | +49.5% | $23.2M |
| D. E. Shaw & Co., Inc. | DOUBLED | 80,459 | 204,779 | +154.5% | $17.4M |
| GOLDMAN SACHS GROUP INC | ADD | 150,377 | 195,215 | +29.8% | $16.6M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | TRIM | 216,580 | 121,722 | -43.8% | $10.3M |
| UBS Group AG | ADD | 83,153 | 113,695 | +36.7% | $9.6M |
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | 40,749 | 104,641 | +156.8% | $8.9M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 51,135 | 67,041 | +31.1% | $5.7M |
| Squarepoint Ops LLC | TRIM | 154,248 | 53,885 | -65.1% | $4.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 10, 2026 | DYKE JEFF | President | SELL | 35,114 | $85.22 | $3.0M |
| Jun 9, 2026 | DYKE JEFF | President | SELL | 14,886 | $85.13 | $1.3M |
| Jun 8, 2026 | DYKE JEFF | President | SELL | 50,000 | $82.97 | $4.1M |
| Jun 2, 2026 | Byrd Heath | EVP and CFO | SELL | 5,061 | $85.00 | $430.2K |
| May 28, 2026 | Byrd Heath | EVP and CFO | SELL | 9,526 | $85.00 | $809.7K |
| May 6, 2026 | DYKE JEFF | President | AWARD | 38,175 | — | — |
| May 6, 2026 | SMITH DAVID BRUTON | Chairman and CEO | AWARD | 69,872 | — | — |
| May 6, 2026 | Byrd Heath | EVP and CFO | AWARD | 26,183 | — | — |
| Apr 30, 2026 | SMITH BRYAN SCOTT | Director | AWARD | 4,373 | — | — |
| Apr 30, 2026 | TAYLOR R EUGENE | Director | AWARD | 2,843 | — | — |