Market Cap
$16.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 5, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 5, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Aug 5, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 5, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Aug 5, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 21, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 13, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 9, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| May 18, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| May 4, 2026 | UBS | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 13 | 4 | 0 | 0 | 80% | |
| Aug 1, 2026 | 3 | 12 | 5 | 0 | 0 | 75% | |
| Jul 1, 2026 | 3 | 11 | 5 | 0 | 0 | 74% | |
| Jun 1, 2026 | 3 | 11 | 5 | 0 | 0 | 74% | |
| May 1, 2026 | 3 | 11 | 5 | 0 | 0 | 74% | |
| Apr 1, 2026 | 3 | 11 | 5 | 0 | 0 | 74% | |
| Mar 1, 2026 | 3 | 11 | 5 | 0 | 0 | 74% | |
| Feb 1, 2026 | 3 | 9 | 6 | 0 | 0 | 67% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.69 | $0.62–$0.74 | 29.9% | -0.7% | 1↑ 5↓ | $0.6B | 14 |
| Next Q | $0.81 | $0.74–$0.89 | 13.4% | -3.6% | 2↑ 6↓ | $0.7B | 13 |
| Current FY | $1.97 | $1.97–$1.97 | 337.8% | — | 1↑ 0↓ | $2.5B | 1 |
| Next FY | $3.75 | $3.75–$3.75 | 90.4% | — | 1↑ 0↓ | $3.0B | 1 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.689 | — |
| 7d ago | $0.698 | -0.010 |
| 30d ago | $0.693 | -0.005 |
| 60d ago | $0.704 | -0.015 |
| 90d ago | $0.706 | -0.018 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 11,019,487 | $446.8M | 10.4% | ADD +38.1% |
| Temasek Holdings (Private) Ltd | 10,163,065 | $412.1M | 9.5% | — |
| BlackRock, Inc. | 7,980,804 | $323.6M | 7.5% | — |
| MILLENNIUM MANAGEMENT LLC | 7,833,431 | $317.6M | 7.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,454,321 | $261.7M | 6.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,445,372 | $261.4M | 6.1% | — |
| Capital International Investors | 5,658,694 | $229.5M | 5.3% | — |
| BALYASNY ASSET MANAGEMENT L.P. | 4,072,169 | $165.1M | 3.8% | DOUBLED +202.4% |
| CITADEL ADVISORS LLC | 3,117,610 | $126.4M | 2.9% | — |
| STATE STREET CORP | 2,602,387 | $105.5M | 2.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 7,977,927 | 11,019,487 | +38.1% | $446.8M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 1,346,469 | 4,072,169 | +202.4% | $165.1M |
| NORGES BANK | NEW | — | 2,052,791 | — | $83.2M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 895,440 | 1,875,369 | +109.4% | $76.0M |
| Holocene Advisors, LP | DOUBLED | 67,727 | 1,362,929 | +1912.4% | $55.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 640,487 | 900,550 | +40.6% | $36.5M |
| ALLIANCEBERNSTEIN L.P. | DOUBLED | 311,388 | 784,906 | +152.1% | $31.8M |
| Schonfeld Strategic Advisors LLC | ADD | 366,824 | 722,637 | +97.0% | $29.3M |
| MACQUARIE GROUP LTD | NEW | — | 672,655 | — | $27.3M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | DOUBLED | 45,322 | 672,655 | +1384.2% | $27.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 17, 2026 | Andre Axel | Chief Financial Officer | AWARD | 164,908 | — | — |
| Aug 17, 2026 | Andre Axel | Chief Financial Officer | AWARD | 164,908 | — | — |
| Aug 5, 2026 | COULTER JAMES G | Executive Chairman | AWARD | 3,577 | — | — |
| Aug 5, 2026 | Davis Kelvin L. | Director | AWARD | 4 | — | — |
| Aug 5, 2026 | Davis Kelvin L. | Director | AWARD | 1,202 | — | — |
| Aug 5, 2026 | Davidson Martin | Chief Accounting Officer | AWARD | 60 | — | — |
| Aug 5, 2026 | Harris Joann | Chief Compliance Officer | AWARD | 38 | — | — |
| Aug 5, 2026 | Raj Nehal | Director | AWARD | 382 | — | — |
| Aug 5, 2026 | Rhodes Jeffrey K. | Director | AWARD | 620 | — | — |
| Aug 5, 2026 | Sarvananthan Ganendran | Director | AWARD | 263 | — | — |