Market Cap
$5.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Wells Fargo | INITIATE | Overweight | 54% |
| Sep 10, 2026 | RBC Capital | INITIATE | Outperform | 55% |
| Aug 27, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 7, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 7, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 7, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 21, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 13, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 13, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 9, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 9 | 2 | 0 | 0 | 86% | |
| Aug 1, 2026 | 3 | 9 | 2 | 0 | 0 | 86% | |
| Jul 1, 2026 | 3 | 9 | 2 | 0 | 0 | 86% | |
| Jun 1, 2026 | 3 | 9 | 2 | 0 | 0 | 86% | |
| May 1, 2026 | 3 | 9 | 2 | 0 | 0 | 86% | |
| Apr 1, 2026 | 3 | 8 | 3 | 0 | 0 | 79% | |
| Mar 1, 2026 | 3 | 7 | 4 | 0 | 0 | 71% | |
| Feb 1, 2026 | 3 | 7 | 4 | 0 | 0 | 71% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.57 | $0.54–$0.61 | 5.8% | -1.4% | 4↑ 1↓ | $0.3B | 6 |
| Next Q | $0.76 | $0.55–$0.90 | 16.9% | -5.9% | 4↑ 1↓ | $0.6B | 7 |
| Current FY | $2.48 | $2.38–$2.57 | 14.9% | +0.1% | 4↑ 2↓ | $1.6B | 9 |
| Next FY | $3.39 | $3.15–$3.57 | 36.7% | -2.1% | 6↑ 1↓ | $1.9B | 9 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.571 | — |
| 7d ago | $0.577 | -0.006 |
| 30d ago | $0.579 | -0.008 |
| 60d ago | $0.563 | +0.008 |
| 90d ago | $0.595 | -0.024 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 11,972,263 | $495.2M | 18.3% | — |
| MILLENNIUM MANAGEMENT LLC | 5,619,498 | $232.4M | 8.6% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 5,189,963 | $214.7M | 7.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,674,073 | $193.3M | 7.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,550,308 | $146.8M | 5.4% | — |
| STATE STREET CORP | 3,117,991 | $129.0M | 4.8% | — |
| Capital World Investors | 2,524,018 | $104.4M | 3.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,016,372 | $83.4M | 3.1% | — |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,930,015 | $79.8M | 3.0% | — |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 1,729,424 | $71.5M | 2.6% | ADD +46.8% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WESTFIELD CAPITAL MANAGEMENT CO LP | ADD | 1,177,971 | 1,729,424 | +46.8% | $71.5M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 583,611 | 1,428,505 | +144.8% | $59.1M |
| Capital Research Global Investors | ADD | 794,883 | 1,231,923 | +55.0% | $51.0M |
| MORGAN STANLEY | ADD | 747,047 | 1,084,346 | +45.2% | $44.8M |
| Point72 Asset Management, L.P. | DOUBLED | 187,068 | 1,004,669 | +437.1% | $41.6M |
| ADVENT INTERNATIONAL, L.P. | DOUBLED | 120,135 | 683,432 | +468.9% | $28.3M |
| BANK OF AMERICA CORP /DE/ | ADD | 414,722 | 643,171 | +55.1% | $26.6M |
| Nuveen, LLC | ADD | 299,437 | 488,219 | +63.0% | $20.2M |
| Woodline Partners LP | DOUBLED | 203,376 | 466,529 | +129.4% | $19.3M |
| Schonfeld Strategic Advisors LLC | DOUBLED | 174,688 | 437,016 | +150.2% | $18.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Park David Y | Chief Financial Officer | AWARD | 70 | $36.89 | $2.6K |
| Sep 8, 2026 | Mitchell Steven R | Director | AWARD | 4,828 | $50.74 | $245.0K |
| Sep 8, 2026 | Raymond Anne L | Director | AWARD | 5,124 | $50.74 | $260.0K |
| Sep 8, 2026 | Hoffmeister David F | Director | AWARD | 5,616 | $50.74 | $285.0K |
| Sep 8, 2026 | Brown Valerie Gay | Director | AWARD | 5,518 | $50.74 | $280.0K |
| Jun 11, 2026 | McCabe Michael I | Head of Strategy | BUY | 96,887 | $41.71 | $4.0M |
| Jun 11, 2026 | McCabe Michael I | Head of Strategy | BUY | 23,113 | $42.44 | $980.9K |
| Jun 3, 2026 | Fernandez Jose A | Co-Chief Operating Officer | SELL | 2,290 | $42.64 | $97.6K |
| Jun 2, 2026 | Fernandez Jose A | Co-Chief Operating Officer | SELL | 85,200 | $46.41 | $4.0M |
| Jun 2, 2026 | Fernandez Jose A | Co-Chief Operating Officer | SELL | 14,800 | $47.33 | $700.5K |