Market Cap
$5.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 22, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Sep 21, 2026 | Citizens | REITERATE | Market Outperform | 38% |
| Aug 20, 2026 | Rosenblatt | INITIATE | Buy | 54% |
| Aug 5, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 5, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 5, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 5, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Aug 5, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| May 12, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| May 8, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 8 | 4 | 0 | 0 | 76% | |
| Aug 1, 2026 | 5 | 6 | 4 | 0 | 0 | 73% | |
| Jul 1, 2026 | 5 | 6 | 4 | 0 | 0 | 73% | |
| Jun 1, 2026 | 5 | 7 | 4 | 0 | 0 | 75% | |
| May 1, 2026 | 5 | 7 | 4 | 0 | 0 | 75% | |
| Apr 1, 2026 | 5 | 6 | 5 | 0 | 0 | 69% | |
| Mar 1, 2026 | 5 | 6 | 5 | 0 | 0 | 69% | |
| Feb 1, 2026 | 5 | 6 | 5 | 0 | 0 | 69% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.19 | $0.16–$0.21 | 71.2% | +2.3% | 1↑ 5↓ | $0.2B | 11 |
| Next Q | $0.24 | $0.22–$0.26 | 49.2% | +0.4% | 2↑ 5↓ | $0.2B | 10 |
| Current FY | $0.70 | $0.65–$0.74 | 85.4% | +0.7% | 3↑ 4↓ | $0.9B | 11 |
| Next FY | $1.28 | $1.11–$1.47 | 82.2% | -0.5% | 1↑ 4↓ | $1.1B | 11 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.188 | — |
| 7d ago | $0.186 | +0.002 |
| 30d ago | $0.184 | +0.004 |
| 60d ago | $0.218 | -0.029 |
| 90d ago | $0.197 | -0.009 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| PRIMECAP MANAGEMENT CO/CA/ | 6,636,057 | $640.5M | 15.4% | — |
| FMR LLC | 3,918,177 | $378.2M | 9.1% | — |
| BlackRock, Inc. | 3,838,343 | $370.5M | 8.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,047,813 | $197.7M | 4.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,035,884 | $196.5M | 4.7% | — |
| Hood River Capital Management LLC | 1,988,360 | $191.9M | 4.6% | ADD +76.8% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1,768,213 | $170.7M | 4.1% | — |
| FIRST TRUST ADVISORS LP | 1,743,499 | $168.3M | 4.0% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1,430,549 | $138.1M | 3.3% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 1,322,581 | $127.7M | 3.1% | ADD +26.9% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Hood River Capital Management LLC | ADD | 1,124,733 | 1,988,360 | +76.8% | $191.9M |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 1,042,090 | 1,322,581 | +26.9% | $127.7M |
| AMERIPRISE FINANCIAL INC | TRIM | 2,040,270 | 847,510 | -58.5% | $81.8M |
| UBS Group AG | ADD | 422,323 | 771,312 | +82.6% | $74.4M |
| JANE STREET GROUP, LLC | ADD | 506,913 | 722,361 | +42.5% | $69.7M |
| GOLDMAN SACHS GROUP INC | ADD | 330,797 | 535,961 | +62.0% | $51.7M |
| D. E. Shaw & Co., Inc. | NEW | — | 361,416 | — | $34.9M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 254,417 | 344,893 | +35.6% | $33.3M |
| MORGAN STANLEY | DOUBLED | 109,980 | 344,885 | +213.6% | $33.3M |
| Nuveen, LLC | TRIM | 313,135 | 230,398 | -26.4% | $22.2M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Sahni Sanjeev Singh | Chief Executive Officer | SELL | 12 | $87.03 | $1.0K |
| Sep 14, 2026 | Sahni Sanjeev Singh | Chief Executive Officer | SELL | 327 | $84.23 | $27.5K |
| Sep 14, 2026 | Sahni Sanjeev Singh | Chief Executive Officer | SELL | 627 | $85.04 | $53.3K |
| Sep 14, 2026 | Sahni Sanjeev Singh | Chief Executive Officer | SELL | 534 | $86.02 | $45.9K |
| Sep 1, 2026 | Altschuler Randolph | Director | SELL | 4,607 | $90.47 | $416.8K |
| Sep 1, 2026 | Altschuler Randolph | Director | SELL | 4,912 | $91.03 | $447.1K |
| Sep 1, 2026 | Altschuler Randolph | Director | SELL | 481 | $92.09 | $44.3K |
| Aug 31, 2026 | Weymouth Katharine | Director | SELL | 5,000 | $95.23 | $476.1K |
| Aug 31, 2026 | Weymouth Katharine | Director | EXERCISE | 5,000 | $4.46 | $22.3K |
| Aug 28, 2026 | Weymouth Katharine | Director | SELL | 5,000 | $94.30 | $471.5K |