Market Cap
$2.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 6, 2025 | Lake Street | MAINTAIN | Buy | 45% |
| Mar 28, 2025 | Raymond James | INITIATE | Market Perform | 54% |
| Jul 17, 2024 | Lake Street | MAINTAIN | Buy | 45% |
| Jul 2, 2024 | Lake Street | MAINTAIN | Buy | 45% |
| Jun 28, 2024 | Lake Street | MAINTAIN | Buy | 45% |
| Mar 20, 2024 | CJS Securities | INITIATE | Market Outperform | 40% |
| Feb 6, 2024 | Keybanc | INITIATE | Sector Weight | 52% |
| Jun 26, 2023 | Lake Street | MAINTAIN | Buy | 45% |
| May 3, 2023 | Lake Street | MAINTAIN | Buy | 45% |
| Mar 8, 2023 | Lake Street | MAINTAIN | Buy | 45% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Aug 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Jul 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Jun 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| May 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Apr 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Mar 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Feb 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.69 | $2.57–$2.78 | 12.3% | -2.0% | 0↑ 2↓ | $0.2B | 4 |
| Next Q | $2.54 | $2.48–$2.56 | 4.0% | -2.8% | 1↑ 2↓ | $0.2B | 4 |
| Current FY | $10.62 | $10.45–$10.73 | 8.8% | +2.3% | 3↑ 0↓ | $0.7B | 4 |
| Next FY | $11.87 | $11.38–$12.15 | 11.8% | +1.6% | 3↑ 0↓ | $0.7B | 4 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.685 | — |
| 7d ago | $2.740 | -0.055 |
| 30d ago | $2.740 | -0.055 |
| 60d ago | $2.740 | -0.055 |
| 90d ago | $2.730 | -0.045 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 1,141,410 | $302.6M | 15.8% | — |
| CONGRESS ASSET MANAGEMENT CO | 687,439 | $182.3M | 9.5% | ADD +31.3% |
| WASATCH ADVISORS LP | 683,262 | $181.2M | 9.5% | — |
| Neuberger Berman Group LLC | 537,038 | $142.4M | 7.4% | ADD +78.7% |
| Boston Trust Walden Corp | 336,278 | $89.2M | 4.7% | ADD +36.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 329,623 | $87.4M | 4.6% | — |
| STATE STREET CORP | 312,811 | $82.9M | 4.3% | — |
| AMERICAN CENTURY COMPANIES INC | 279,976 | $74.2M | 3.9% | DOUBLED +122.5% |
| UBS Group AG | 254,740 | $67.5M | 3.5% | ADD +46.6% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 223,474 | $59.2M | 3.1% | ADD +86.6% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | ADD | 523,438 | 687,439 | +31.3% | $182.3M |
| Neuberger Berman Group LLC | ADD | 300,593 | 537,038 | +78.7% | $142.4M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 125,860 | 279,976 | +122.5% | $74.2M |
| UBS Group AG | ADD | 173,740 | 254,740 | +46.6% | $67.5M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | ADD | 41,106 | 55,176 | +34.2% | $14.6M |
| Rockefeller Capital Management L.P. | TRIM | 65,381 | 46,295 | -29.2% | $12.3M |
| ROYCE & ASSOCIATES LP | ADD | 23,867 | 44,465 | +86.3% | $11.8M |
| SEI INVESTMENTS CO | ADD | 26,305 | 44,185 | +68.0% | $11.7M |
| GOLDMAN SACHS GROUP INC | TRIM | 59,710 | 24,986 | -58.2% | $6.6M |
| Brevan Howard Capital Management LP | DOUBLED | 1,545 | 13,400 | +767.3% | $3.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 25, 2026 | KOZIN MARC D | Director | SELL | 3,650 | $303.97 | $1.1M |
| Aug 25, 2026 | KOZIN MARC D | Director | SELL | 3,350 | $305.07 | $1.0M |
| Aug 18, 2026 | Hudson Symeria | Director | SELL | 298 | $319.11 | $95.1K |
| Aug 14, 2026 | Hudson Symeria | Director | SELL | 1,926 | $324.58 | $625.1K |
| Aug 13, 2026 | FELDMANN CYNTHIA L | Director | SELL | 1,000 | $324.26 | $324.3K |
| Aug 13, 2026 | Hudson Symeria | Director | EXERCISE | 703 | $167.98 | $118.1K |
| Aug 13, 2026 | Hudson Symeria | Director | EXERCISE | 493 | $260.92 | $128.6K |
| Aug 10, 2026 | BAILLY R JEFFREY | Executive Chairman | SELL | 5,771 | $315.53 | $1.8M |
| Aug 10, 2026 | BAILLY R JEFFREY | Executive Chairman | SELL | 374 | $317.27 | $118.7K |
| Aug 10, 2026 | BAILLY R JEFFREY | Executive Chairman | SELL | 6,866 | $316.58 | $2.2M |