Market Cap
$6.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 14, 2026 | Barclays | DOWNGRADE | Equal-Weight | 54% |
| Jun 26, 2026 | Raymond James | DOWNGRADE | Market Perform | 54% |
| Jun 10, 2026 | Wolfe Research | DOWNGRADE | Peer Perform | 52% |
| Jun 2, 2026 | Truist Securities | DOWNGRADE | Hold | 55% |
| Jun 2, 2026 | RBC Capital | DOWNGRADE | Sector Perform | 55% |
| Jun 1, 2026 | Citizens | DOWNGRADE | Market Perform | 38% |
| Jun 1, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jun 1, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Apr 23, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Apr 23, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 5 | 7 | 1 | 0 | 47% | |
| Aug 1, 2026 | 0 | 1 | 4 | 2 | 2 | 11% | |
| Jul 1, 2026 | 2 | 5 | 7 | 1 | 0 | 47% | |
| Jun 1, 2026 | 3 | 10 | 1 | 2 | 0 | 81% | |
| May 1, 2026 | 3 | 10 | 2 | 2 | 0 | 76% | |
| Apr 1, 2026 | 3 | 11 | 2 | 1 | 0 | 82% | |
| Mar 1, 2026 | 3 | 10 | 2 | 1 | 0 | 81% | |
| Feb 1, 2026 | 3 | 10 | 2 | 1 | 0 | 81% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current FY | $5.28 | $5.14–$5.66 | -35.9% | -0.2% | 2↑ 2↓ | $6.6B | 4 |
| Next Q | $1.42 | $1.30–$1.54 | -32.5% | -2.1% | 2↑ 3↓ | $1.8B | 5 |
| Current Q | $1.14 | $1.08–$1.21 | -40.4% | +0.8% | 0↑ 5↓ | $1.6B | 5 |
| Next FY | $6.41 | $4.86–$7.01 | 21.4% | -0.2% | 1↑ 4↓ | $7.2B | 6 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.144 | — |
| 7d ago | $1.144 | — |
| 30d ago | $1.135 | +0.009 |
| 60d ago | $1.135 | +0.009 |
| 90d ago | $1.273 | -0.128 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 13,987,929 | $1.0B | 20.3% | — |
| DIMENSIONAL FUND ADVISORS LP | 6,508,962 | $467.0M | 9.4% | — |
| STATE STREET CORP | 4,439,153 | $318.5M | 6.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,389,390 | $314.9M | 6.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,054,952 | $290.9M | 5.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,161,931 | $240.2M | 4.9% | — |
| AMERICAN CENTURY COMPANIES INC | 2,409,449 | $172.9M | 3.5% | — |
| BALYASNY ASSET MANAGEMENT L.P. | 2,246,104 | $161.1M | 3.3% | DOUBLED +906.6% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2,234,273 | $160.3M | 3.2% | — |
| MILLENNIUM MANAGEMENT LLC | 1,784,792 | $128.0M | 2.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 223,148 | 2,246,104 | +906.6% | $161.1M |
| FIL Ltd | NEW | — | 1,400,000 | — | $100.4M |
| NORGES BANK | NEW | — | 1,252,607 | — | $89.9M |
| FMR LLC | TRIM | 1,700,155 | 1,171,456 | -31.1% | $84.0M |
| BANK OF AMERICA CORP /DE/ | ADD | 643,711 | 1,148,885 | +78.5% | $82.4M |
| Qube Research & Technologies Ltd | DOUBLED | 457,220 | 1,034,842 | +126.3% | $74.2M |
| GOLDMAN SACHS GROUP INC | TRIM | 1,625,283 | 1,018,171 | -37.4% | $73.0M |
| MORGAN STANLEY | TRIM | 1,490,215 | 989,211 | -33.6% | $71.0M |
| SOROS FUND MANAGEMENT LLC | NEW | — | 723,523 | — | $51.9M |
| TORONTO DOMINION BANK | NEW | — | 627,601 | — | $45.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 24, 2026 | MARIUCCI ANNE L | Director | D | 51,287 | $72.50 | $3.7M |
| Jul 24, 2026 | MARIUCCI ANNE L | Director | D | 3,287 | $72.50 | $238.3K |
| Jul 24, 2026 | MARIUCCI ANNE L | Director | D | 21,994 | $72.50 | $1.6M |
| Jul 24, 2026 | Palmer Sheryl | Chairman, President and CEO | D | 267,944 | $72.50 | $19.4M |
| Jul 24, 2026 | Palmer Sheryl | Chairman, President and CEO | D | 112,360 | — | — |
| Jul 24, 2026 | MARIUCCI ANNE L | Director | D | 10,917 | $72.50 | $791.5K |
| Jul 24, 2026 | Palmer Sheryl | Chairman, President and CEO | D | 180,801 | $72.50 | $13.1M |
| Jul 24, 2026 | Merrill Stevin Todd | EVP, CLO & Secretary | D | 1,104 | $72.50 | $80.0K |
| Jul 24, 2026 | Merrill Stevin Todd | EVP, CLO & Secretary | D | 1,564 | — | — |
| Jul 24, 2026 | VANHYFTE CURTIS | CFO | D | 4,116 | $72.50 | $298.4K |