Market Cap
$4.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Apr 2, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Mar 12, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Mar 6, 2026 | Barclays | UPGRADE | Equal-Weight | 54% |
| Jan 8, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Oct 23, 2025 | UBS | MAINTAIN | Neutral | 55% |
| Oct 23, 2025 | Barclays | MAINTAIN | Underweight | 54% |
| Oct 20, 2025 | UBS | MAINTAIN | Neutral | 55% |
| Jul 3, 2025 | UBS | MAINTAIN | Neutral | 55% |
| Apr 4, 2025 | Barclays | DOWNGRADE | Underweight | 54% |
| Apr 3, 2025 | UBS | MAINTAIN | Neutral | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 0 | 7 | 4 | 1 | 0% | |
| Aug 1, 2026 | 0 | 0 | 7 | 4 | 1 | 0% | |
| Jul 1, 2026 | 0 | 0 | 7 | 4 | 1 | 0% | |
| Jun 1, 2026 | 0 | 0 | 7 | 4 | 1 | 0% | |
| May 1, 2026 | 0 | 0 | 7 | 4 | 1 | 0% | |
| Apr 1, 2026 | 0 | 0 | 7 | 4 | 1 | 0% | |
| Mar 1, 2026 | 0 | 0 | 6 | 5 | 1 | 0% | |
| Feb 1, 2026 | 0 | 0 | 6 | 5 | 1 | 0% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.04 | $1.94–$2.09 | -10.7% | +4.6% | 4↑ 0↓ | $0.6B | 5 |
| Next Q | $2.21 | $2.01–$2.36 | 11.5% | -1.0% | 0↑ 4↓ | $0.6B | 4 |
| Current FY | $7.44 | $7.34–$7.49 | -9.9% | +5.0% | 4↑ 0↓ | $2.5B | 4 |
| Next FY | $8.00 | $7.15–$8.55 | 7.5% | +1.4% | 4↑ 0↓ | $2.6B | 5 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.035 | — |
| 7d ago | $2.065 | -0.030 |
| 30d ago | $1.947 | +0.089 |
| 60d ago | $1.947 | +0.089 |
| 90d ago | $1.947 | +0.089 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 2,193,180 | $580.0M | 19.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 832,180 | $220.1M | 7.2% | — |
| LONDON CO OF VIRGINIA | 740,213 | $195.8M | 6.4% | — |
| DIMENSIONAL FUND ADVISORS LP | 728,966 | $192.8M | 6.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 654,376 | $173.1M | 5.7% | — |
| STATE STREET CORP | 584,085 | $154.5M | 5.1% | — |
| MILLENNIUM MANAGEMENT LLC | 510,016 | $134.9M | 4.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 376,449 | $99.6M | 3.3% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 345,733 | $91.4M | 3.0% | — |
| MORGAN STANLEY | 303,356 | $80.2M | 2.6% | ADD +74.7% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 173,614 | 303,356 | +74.7% | $80.2M |
| JPMORGAN CHASE & CO | ADD | 169,985 | 278,853 | +64.0% | $73.8M |
| FIRST TRUST ADVISORS LP | TRIM | 378,833 | 261,881 | -30.9% | $69.3M |
| CITIGROUP INC | ADD | 161,134 | 251,361 | +56.0% | $66.5M |
| CITADEL ADVISORS LLC | DOUBLED | 11,239 | 202,054 | +1697.8% | $53.4M |
| UBS Group AG | ADD | 103,961 | 142,612 | +37.2% | $37.7M |
| GOLDMAN SACHS GROUP INC | ADD | 99,955 | 125,246 | +25.3% | $33.1M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | NEW | — | 122,280 | — | $32.3M |
| BRANDES INVESTMENT PARTNERS, LP | TRIM | 274,466 | 112,591 | -59.0% | $29.8M |
| Squarepoint Ops LLC | ADD | 60,975 | 107,196 | +75.8% | $28.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 17, 2026 | Levenstein Cecelia | 10%+ Owner | GIFT | 250 | — | — |
| Mar 16, 2026 | Levenstein Cecelia | 10%+ Owner | GIFT | 250 | — | — |
| Mar 13, 2026 | Levenstein Cecelia | 10%+ Owner | GIFT | 250 | — | — |
| Feb 9, 2026 | Ross William Masters | Executive Vice President | SELL | 1,128 | $201.38 | $227.2K |
| Feb 9, 2026 | Levenstein Cecelia | 10%+ Owner | GIFT | 250 | — | — |
| Feb 6, 2026 | Levenstein Cecelia | 10%+ Owner | GIFT | 250 | — | — |