Market Cap
$1.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 13, 2026 | JP Morgan | MAINTAIN | Underweight | 55% |
| Aug 13, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Aug 12, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Aug 12, 2026 | Goldman Sachs | MAINTAIN | Sell | 54% |
| Aug 12, 2026 | Baird | MAINTAIN | Neutral | 54% |
| May 15, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| May 13, 2026 | William Blair | UPGRADE | Outperform | 51% |
| May 13, 2026 | Stifel | MAINTAIN | Hold | 54% |
| May 13, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 0 | 5 | 4 | 2 | 15% | |
| Aug 1, 2026 | 2 | 0 | 5 | 4 | 2 | 15% | |
| Jul 1, 2026 | 2 | 0 | 5 | 4 | 2 | 15% | |
| Jun 1, 2026 | 2 | 0 | 5 | 4 | 2 | 15% | |
| May 1, 2026 | 1 | 0 | 6 | 4 | 2 | 8% | |
| Apr 1, 2026 | 1 | 0 | 6 | 4 | 2 | 8% | |
| Mar 1, 2026 | 1 | 0 | 6 | 4 | 2 | 8% | |
| Feb 1, 2026 | 1 | 0 | 6 | 4 | 2 | 8% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.17 | $0.14–$0.20 | 461.7% | +0.0% | 6↑ 0↓ | $0.7B | 6 |
| Next Q | $0.17 | $0.14–$0.21 | 70.6% | +22.9% | 4↑ 0↓ | $0.7B | 5 |
| Current FY | $0.61 | $0.58–$0.64 | 145.0% | +0.0% | 7↑ 0↓ | $2.6B | 7 |
| Next FY | $0.78 | $0.66–$0.90 | 26.9% | +0.1% | 7↑ 0↓ | $2.7B | 7 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.169 | — |
| 7d ago | $0.169 | — |
| 30d ago | $0.169 | — |
| 60d ago | $0.127 | +0.042 |
| 90d ago | $0.127 | +0.042 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Corvex Management LP | 19,813,963 | $287.7M | 19.5% | — |
| BlackRock, Inc. | 15,985,608 | $232.1M | 15.8% | — |
| FMR LLC | 9,822,941 | $142.6M | 9.7% | — |
| Alberta Investment Management Corp | 5,500,000 | $79.9M | 5.4% | TRIM -34.1% |
| ROYAL BANK OF CANADA | 4,989,582 | $72.4M | 4.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,971,162 | $72.2M | 4.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,477,660 | $65.0M | 4.4% | — |
| STATE STREET CORP | 4,337,120 | $63.0M | 4.3% | — |
| DIMENSIONAL FUND ADVISORS LP | 4,282,449 | $62.2M | 4.2% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,911,277 | $42.3M | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Alberta Investment Management Corp | TRIM | 8,348,384 | 5,500,000 | -34.1% | $79.9M |
| Jefferies Financial Group Inc. | TRIM | 2,161,093 | 1,181,475 | -45.3% | $17.2M |
| Nuveen, LLC | DOUBLED | 234,258 | 762,074 | +225.3% | $11.1M |
| CITADEL ADVISORS LLC | TRIM | 960,202 | 602,562 | -37.2% | $8.7M |
| BNP PARIBAS FINANCIAL MARKETS | TRIM | 789,156 | 491,313 | -37.7% | $7.1M |
| NEW YORK STATE COMMON RETIREMENT FUND | ADD | 298,116 | 464,574 | +55.8% | $6.7M |
| Allianz Asset Management GmbH | DOUBLED | 109,677 | 294,524 | +168.5% | $4.3M |
| VOYA INVESTMENT MANAGEMENT LLC | TRIM | 365,236 | 201,884 | -44.7% | $2.9M |
| JPMORGAN CHASE & CO | TRIM | 368,151 | 176,704 | -52.0% | $2.6M |
| CITIGROUP INC | TRIM | 351,238 | 172,995 | -50.7% | $2.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Barber James J. | President & CEO | BUY | 84,500 | $12.37 | $1.0M |
| Jul 1, 2026 | Laveck John | Chief Accounting Officer | TAX W/H | 4,059 | $14.52 | $58.9K |
| Jun 1, 2026 | COCHRAN STEVEN E | EVP & Chief Commercial Officer | AWARD | 93,096 | — | — |
| Mar 1, 2026 | Bowen Adam | Interim CFO | TAX W/H | 490 | $7.87 | $3.9K |
| Feb 18, 2026 | Holloman James Phillip | Director | AWARD | 26,076 | — | — |
| Feb 18, 2026 | Jokinen Tracy C | Director | AWARD | 18,253 | — | — |
| Feb 18, 2026 | Goetz William | Director | AWARD | 18,253 | — | — |
| Feb 18, 2026 | Burke Richard L. Jr. | Director | AWARD | 18,253 | — | — |
| Feb 18, 2026 | Pertz Douglas A | Director | AWARD | 18,253 | — | — |
| Feb 18, 2026 | Whitney Mary Anne | Director | AWARD | 18,253 | — | — |