Market Cap
$31.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 10, 2026 | Scotiabank | MAINTAIN | Sector Perform | 56% |
| Aug 12, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 22, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Jun 17, 2026 | Bernstein | INITIATE | Market Perform | 51% |
| Jun 4, 2026 | JP Morgan | UPGRADE | Overweight | 55% |
| May 13, 2026 | Scotiabank | MAINTAIN | Sector Perform | 56% |
| May 13, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| May 13, 2026 | Citigroup | UPGRADE | Buy | 55% |
| May 7, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Apr 17, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 12 | 8 | 0 | 0 | 69% | |
| Aug 1, 2026 | 6 | 12 | 7 | 1 | 0 | 69% | |
| Jul 1, 2026 | 6 | 12 | 7 | 1 | 0 | 69% | |
| Jun 1, 2026 | 6 | 11 | 8 | 1 | 0 | 65% | |
| May 1, 2026 | 5 | 11 | 9 | 1 | 0 | 62% | |
| Apr 1, 2026 | 5 | 11 | 9 | 1 | 0 | 62% | |
| Mar 1, 2026 | 5 | 10 | 9 | 2 | 0 | 58% | |
| Feb 1, 2026 | 5 | 9 | 9 | 1 | 0 | 58% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.53 | $0.39–$0.67 | 240.5% | +0.0% | 5↑ 1↓ | $4.9B | 7 |
| Next Q | $0.48 | $0.42–$0.60 | 16.0% | +0.0% | 6↑ 0↓ | $4.7B | 7 |
| Current FY | $1.69 | $1.48–$1.93 | 88.2% | +0.0% | 7↑ 0↓ | $18.4B | 8 |
| Next FY | $1.00 | $0.41–$1.77 | -40.8% | +0.0% | 3↑ 4↓ | $16.4B | 9 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.526 | — |
| 7d ago | $0.526 | — |
| 30d ago | $0.526 | — |
| 60d ago | $0.478 | +0.048 |
| 90d ago | $0.504 | +0.022 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Allianz Asset Management GmbH | 172,261,658 | $1.9B | 42.9% | TRIM -31.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 16,185,046 | $180.1M | 4.0% | ADD +77.1% |
| D. E. Shaw & Co., Inc. | 15,644,297 | $174.1M | 3.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 14,362,196 | $159.9M | 3.6% | ADD +54.1% |
| Blackstone Inc. | 14,291,170 | $159.1M | 3.6% | DOUBLED +7045.6% |
| TCW GROUP INC | 14,238,601 | $158.5M | 3.5% | DOUBLED +306.4% |
| BlackRock, Inc. | 13,876,512 | $154.4M | 3.5% | — |
| GOLDMAN SACHS GROUP INC | 11,126,937 | $123.8M | 2.8% | ADD +98.2% |
| STATE STREET CORP | 9,032,064 | $100.5M | 2.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 6,114,364 | $68.1M | 1.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | TRIM | 251,315,622 | 172,261,658 | -31.5% | $1.9B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 9,140,412 | 16,185,046 | +77.1% | $180.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | ADD | 9,322,763 | 14,362,196 | +54.1% | $159.9M |
| Blackstone Inc. | DOUBLED | 200,000 | 14,291,170 | +7045.6% | $159.1M |
| TCW GROUP INC | DOUBLED | 3,503,648 | 14,238,601 | +306.4% | $158.5M |
| GOLDMAN SACHS GROUP INC | ADD | 5,613,672 | 11,126,937 | +98.2% | $123.8M |
| Rubric Capital Management LP | DOUBLED | 1,500,000 | 5,410,280 | +260.7% | $60.2M |
| WESTWOOD HOLDINGS GROUP INC | ADD | 2,559,515 | 3,616,984 | +41.3% | $40.3M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 43,702 | 3,540,269 | +8000.9% | $39.4M |
| Point72 Asset Management, L.P. | ADD | 2,682,441 | 3,466,930 | +29.2% | $38.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 18, 2026 | Thayer Jonathan W | Chief Financial Officer | EXERCISE | 111,111 | $1.16 | $128.9K |
| Sep 18, 2026 | Thayer Jonathan W | Chief Financial Officer | SELL | 111,111 | $14.23 | $1.6M |
| Sep 17, 2026 | Larson Keith D | General Counsel and Secretary | SELL | 394,979 | $14.40 | $5.7M |
| Sep 17, 2026 | Larson Keith D | General Counsel and Secretary | EXERCISE | 394,979 | $0.8400 | $331.8K |
| Sep 17, 2026 | Thayer Jonathan W | Chief Financial Officer | EXERCISE | 111,111 | $1.16 | $128.9K |
| Sep 17, 2026 | Thayer Jonathan W | Chief Financial Officer | SELL | 111,111 | $14.40 | $1.6M |
| Sep 16, 2026 | Larson Keith D | General Counsel and Secretary | SELL | 394,979 | $14.82 | $5.9M |
| Sep 16, 2026 | Larson Keith D | General Counsel and Secretary | EXERCISE | 239,287 | $0.7900 | $189.0K |
| Sep 16, 2026 | Larson Keith D | General Counsel and Secretary | EXERCISE | 155,692 | $0.8400 | $130.8K |
| Sep 14, 2026 | Cothran Brian | Chief Operating Officer | EXERCISE | 152,660 | $1.16 | $177.1K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 19, 2026 | Maria Elvira Salazar | R | HOUSE | BUY | $1,001 - $15,000 | VENTURE GLOBAL INC | Apr 22, 2026(35d) |