Market Cap
$15.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 23, 2026 | Seaport Global | INITIATE | Neutral | 51% |
| Sep 17, 2026 | Morgan Stanley | INITIATE | Overweight | 55% |
| Aug 20, 2026 | Benchmark | INITIATE | Buy | 54% |
| Aug 6, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 6, 2026 | Needham | MAINTAIN | Buy | 50% |
| May 7, 2026 | UBS | MAINTAIN | Buy | 55% |
| May 7, 2026 | Barclays | UPGRADE | Overweight | 54% |
| May 7, 2026 | Needham | MAINTAIN | Buy | 50% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 11 | 1 | 0 | 0 | 94% | |
| Aug 1, 2026 | 4 | 10 | 1 | 0 | 0 | 93% | |
| Jul 1, 2026 | 4 | 10 | 1 | 0 | 0 | 93% | |
| Jun 1, 2026 | 4 | 11 | 1 | 0 | 0 | 94% | |
| May 1, 2026 | 4 | 10 | 2 | 0 | 0 | 88% | |
| Apr 1, 2026 | 4 | 10 | 2 | 0 | 0 | 88% | |
| Mar 1, 2026 | 4 | 10 | 2 | 0 | 0 | 88% | |
| Feb 1, 2026 | 4 | 9 | 2 | 1 | 0 | 81% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.54 | $2.87–$3.86 | 306.6% | -0.4% | 2↑ 0↓ | $0.3B | 11 |
| Next Q | $3.68 | $3.35–$3.94 | 140.8% | +0.3% | 2↑ 0↓ | $0.3B | 11 |
| Current FY | $11.14 | $10.15–$11.61 | 248.0% | -0.1% | 2↑ 0↓ | $0.9B | 11 |
| Next FY | $14.92 | $13.25–$17.44 | 34.0% | -0.0% | 2↑ 0↓ | $1.4B | 11 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.537 | — |
| 7d ago | $3.552 | -0.015 |
| 30d ago | $3.552 | -0.015 |
| 60d ago | $2.489 | +1.048 |
| 90d ago | $2.132 | +1.406 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | 32,002 | $20.9M | 76.8% | NEW |
| WASATCH ADVISORS LP | 5,996 | $3.9M | 14.4% | TRIM -31.2% |
| Vontobel Holding Ltd. | 1,695 | $1.1M | 4.1% | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,541 | $994.0K | 3.7% | ADD +55.0% |
| Concurrent Investment Advisors, LLC | 349 | $227.6K | 0.8% | — |
| Farther Finance Advisors, LLC | 92 | $60.0K | 0.2% | — |
| MATHER GROUP, LLC. | 6 | $3.9K | 0.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | NEW | — | 32,002 | — | $20.9M |
| WASATCH ADVISORS LP | TRIM | 8,713 | 5,996 | -31.2% | $3.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 994 | 1,541 | +55.0% | $994.0K |
| Artisan Partners Limited Partnership | DOUBLED | 196,007 | 485,123 | +147.5% | $361.7M |
| JANE STREET GROUP, LLC | DOUBLED | 176,809 | 412,170 | +133.1% | $307.3M |
| JPMORGAN CHASE & CO | DOUBLED | 125,189 | 355,910 | +184.3% | $253.6M |
| AMERIPRISE FINANCIAL INC | TRIM | 467,071 | 259,453 | -44.5% | $193.4M |
| NORGES BANK | NEW | — | 200,038 | — | $149.1M |
| RAYMOND JAMES FINANCIAL INC | ADD | 95,869 | 191,248 | +99.5% | $142.6M |
| NORTHERN TRUST CORP | TRIM | 267,779 | 190,888 | -28.7% | $142.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 11, 2026 | Pangrazio Vincent P | See Remarks | SELL | 3,000 | $625.00 | $1.9M |
| Sep 9, 2026 | VASHIST RAJESH | Chief Executive Officer | SELL | 12,000 | $603.47 | $7.2M |
| Sep 9, 2026 | VASHIST RAJESH | Chief Executive Officer | GIFT | 0 | — | — |
| Aug 31, 2026 | VASHIST RAJESH | Chief Executive Officer | GIFT | 1,300 | — | — |
| Aug 31, 2026 | VASHIST RAJESH | Chief Executive Officer | GIFT | 650 | — | — |
| Aug 20, 2026 | Bonnot Lionel | See Remarks | TAX W/H | 9,630 | $598.81 | $5.8M |
| Aug 20, 2026 | VASHIST RAJESH | Chief Executive Officer | TAX W/H | 29,054 | $598.81 | $17.4M |
| Aug 20, 2026 | Howe Elizabeth A. | EVP, Chief Financial Officer | TAX W/H | 2,740 | $598.81 | $1.6M |
| Aug 20, 2026 | Ahamad Samsheer | See Remarks | TAX W/H | 1,484 | $598.81 | $888.6K |
| Aug 20, 2026 | Pangrazio Vincent P | See Remarks | TAX W/H | 5,419 | $598.81 | $3.2M |