Market Cap
$8.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 22, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 7 | 4 | 0 | 0 | 73% | |
| Aug 1, 2026 | 4 | 7 | 4 | 0 | 0 | 73% | |
| Jul 1, 2026 | 4 | 7 | 4 | 0 | 0 | 73% | |
| Jun 1, 2026 | 4 | 7 | 4 | 0 | 0 | 73% | |
| May 1, 2026 | 4 | 7 | 4 | 0 | 0 | 73% | |
| Apr 1, 2026 | 4 | 7 | 4 | 0 | 0 | 73% | |
| Mar 1, 2026 | 4 | 7 | 4 | 0 | 0 | 73% | |
| Feb 1, 2026 | 4 | 7 | 4 | 0 | 0 | 73% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.47 | $0.46–$0.47 | 4.1% | +0.0% | 3↑ 0↓ | $1.2B | 6 |
| Next Q | $0.38 | $0.38–$0.39 | 9.3% | +0.0% | 1↑ 0↓ | $1.1B | 4 |
| Current FY | $1.58 | $1.57–$1.58 | 1.1% | +0.0% | 7↑ 0↓ | $4.4B | 7 |
| Next FY | $1.74 | $1.64–$1.79 | 10.2% | +0.0% | 6↑ 0↓ | $4.5B | 7 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.468 | — |
| 7d ago | $0.468 | — |
| 30d ago | $0.468 | — |
| 60d ago | $0.464 | +0.004 |
| 90d ago | $0.463 | +0.005 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 28,675,276 | $828.4M | 14.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12,467,970 | $360.2M | 6.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 11,725,738 | $338.8M | 6.1% | — |
| Capital International Investors | 11,651,238 | $336.6M | 6.0% | — |
| STATE STREET CORP | 9,761,640 | $282.0M | 5.0% | — |
| FMR LLC | 8,768,611 | $253.3M | 4.5% | DOUBLED +2571.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 6,833,071 | $197.4M | 3.5% | ADD +31.0% |
| FIL Ltd | 5,471,691 | $158.1M | 2.8% | — |
| Amundi | 5,098,519 | $147.3M | 2.6% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 4,921,268 | $142.2M | 2.5% | ADD +48.5% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | DOUBLED | 328,252 | 8,768,611 | +2571.3% | $253.3M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 5,217,448 | 6,833,071 | +31.0% | $197.4M |
| FULLER & THALER ASSET MANAGEMENT, INC. | ADD | 3,314,443 | 4,921,268 | +48.5% | $142.2M |
| Pictet Asset Management Holding SA | TRIM | 9,644,792 | 4,759,290 | -50.7% | $137.5M |
| Neuberger Berman Group LLC | TRIM | 7,269,657 | 4,408,987 | -39.4% | $127.4M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 543,466 | 4,393,728 | +708.5% | $126.9M |
| NORGES BANK | NEW | — | 3,230,988 | — | $93.3M |
| AMERIPRISE FINANCIAL INC | ADD | 2,020,925 | 2,729,762 | +35.1% | $78.9M |
| GOLDMAN SACHS GROUP INC | ADD | 1,926,668 | 2,647,910 | +37.4% | $76.5M |
| BANK OF AMERICA CORP /DE/ | ADD | 1,371,136 | 1,977,679 | +44.2% | $57.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 4, 2026 | Volpi Kirsten M | Director | EXERCISE | 2,300 | $9.59 | $22.1K |
| Jun 4, 2026 | Volpi Kirsten M | Director | EXERCISE | 1,700 | $9.59 | $16.3K |
| May 15, 2026 | Feeler Jeffrey R | Director | BUY | 1,900 | $26.41 | $50.2K |
| Apr 27, 2026 | Thornburg Eric W | Director | AWARD | 1,259 | — | — |
| Mar 16, 2026 | Ritrievi Kimberly E | Director | EXERCISE | 4,500 | — | — |
| Mar 16, 2026 | Ritrievi Kimberly E | Director | AWARD | 25,883 | — | — |
| Mar 16, 2026 | Ritrievi Kimberly E | Director | EXERCISE | 2,250 | — | — |
| Mar 16, 2026 | Ritrievi Kimberly E | Director | EXERCISE | 1,925 | — | — |
| Mar 16, 2026 | Ritrievi Kimberly E | Director | EXERCISE | 2,910 | — | — |
| Mar 16, 2026 | Ritrievi Kimberly E | Director | EXERCISE | 2,050 | — | — |