Cross-institution positioning
Jul 28, 2026Strong institutional reduction. 2 accumulating, 1 reducing, 2 exited across 5 comparable institutions.
Source: Schedule 13 research
STOCKNODE Outlook
Sell
34/100
6 tracked · 5 comparable
Latest filing
Jul 28, 2026
Positive breadth
3 positive · 3 negative
Recent close
$34.25
Research confidence
Medium
Institutional Research 4/100 · 2 accumulating · 3 reducing / exited
Ownership history
Reported ownership % history
Latest filing Jul 28, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating2
Newly reported1
Reducing / exited
3
52-week position
—
Institutional Intelligence
Why STOCKNODE says Sell
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Sell 34/100
Confidence:Medium
Why this signal
- 2 tracked institutions accumulating versus 3 reducing/exited.
- 2 tracked institutions recently reversed from reducing to accumulating.
- Latest comparable Form 13F activity is net positive across tracked managers.
Institutional
23/100
Insiders
50/100
Fundamentals
50/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Oct 1, 2026Recent Forms 3/4/5 activity is available, with no non-amendment non-derivative SEC-coded P/S transactions in the rolling 90-day window. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Aug 27, 20263 non-amendment material events in the last 90 days; Latest classified evidence: Other event. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
May 8, 2026Revenue +9.4% YoY; Net income +9.2% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 1% through its reported 52-week range; -7.6% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Franklin Resources.
Filed Jul 28, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Jul 28, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
State Street
Filed Aug 11, 2025
Direction locked
BlackRock
Filed Jan 25, 2024
Direction locked
Vanguard Capital Management
Filed Apr 30, 2026
Direction locked
T. Rowe Price Investment Management
Filed May 15, 2026
Direction locked
Franklin Resources
Filed Jul 28, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
State Street
Filed Aug 11, 2025
BlackRock
Filed Jan 25, 2024
Vanguard Capital Management
Filed Apr 30, 2026
T. Rowe Price Investment Management
Filed May 15, 2026
Franklin Resources
Filed Jul 28, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth0
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Oct 1, 2026 | Hartwick Kenneth Michael | AGrant, award, or other acquisition · derivative | Stock Unit (DDCP) | 1.3K | $32.76 | Direct | Oct 2, 2026 |
| Oct 1, 2026 | Sullivan Linda G | AGrant, award, or other acquisition · derivative | Stock Unit (DDCP) | 1.3K | $32.76 | Direct | Oct 2, 2026 |
| Oct 1, 2026 | Redman Heather B | AGrant, award, or other acquisition · derivative | Stock Unit (DDCP) | 1.3K | $32.76 | Direct | Oct 2, 2026 |
| Oct 1, 2026 | BEATTIE ART P | AGrant, award, or other acquisition · derivative | Stock Unit (DDCP) | 1.6K | $32.76 | Direct | Oct 2, 2026 |
| Oct 1, 2026 | Madabhushi Venkata R | AGrant, award, or other acquisition · derivative | Stock Unit (DDCP) | 1.3K | $32.76 | Direct | Oct 2, 2026 |
| Oct 1, 2026 | ROGERSON CRAIG A | AGrant, award, or other acquisition · derivative | Stock Unit (DDCP) | 1.3K | $32.76 | Direct | Oct 2, 2026 |
| Oct 1, 2026 | WOOD PHOEBE A | AGrant, award, or other acquisition · derivative | Stock Unit (DDCP) | 1.3K | $32.76 | Direct | Oct 2, 2026 |
| Oct 1, 2026 | Williamson Keith H | AGrant, award, or other acquisition · derivative | Stock Unit (DDCP) | 1.3K | $32.76 | Direct | Oct 2, 2026 |
| Oct 1, 2026 | DE LIMA ARMANDO ZAGALO | AGrant, award, or other acquisition · derivative | Stock Unit (DDCP) | 1.9K | $32.76 | Direct | Oct 2, 2026 |
| Sep 1, 2026 | Martin Christine M | MExercise or conversion of derivative · derivative | Stock Unit (SIP) | 1.2K | $0.00 | Direct | Sep 2, 2026 |
| Sep 1, 2026 | Martin Christine M | FTax/price withholding or payment | Common Stock | 346 | $34.47 | Direct | Sep 2, 2026 |
| Sep 1, 2026 | Martin Christine M | MExercise or conversion of derivative | Common Stock | 1.2K | $34.47 | Direct | Sep 2, 2026 |
| Jul 22, 2026 | Hartwick Kenneth Michael | AGrant, award, or other acquisition · derivative | Stock Unit (DDCP) | 1.2K | $35.62 | Direct | Jul 23, 2026 |
| Jul 1, 2026 | DE LIMA ARMANDO ZAGALO | AGrant, award, or other acquisition · derivative | Stock Unit (DDCP) | 1.8K | $35.62 | Direct | Jul 2, 2026 |
| Jul 1, 2026 | Williamson Keith H | AGrant, award, or other acquisition · derivative | Stock Unit (DDCP) | 1.2K | $35.62 | Direct | Jul 2, 2026 |
| Jul 1, 2026 | WOOD PHOEBE A | AGrant, award, or other acquisition · derivative | Stock Unit (DDCP) | 1.2K | $35.62 | Direct | Jul 2, 2026 |
| Jul 1, 2026 | ROGERSON CRAIG A | AGrant, award, or other acquisition · derivative | Stock Unit (DDCP) | 1.2K | $35.62 | Direct | Jul 2, 2026 |
| Jul 1, 2026 | Redman Heather B | AGrant, award, or other acquisition · derivative | Stock Unit (DDCP) | 1.2K | $35.62 | Direct | Jul 2, 2026 |
| Jul 1, 2026 | Sullivan Linda G | AGrant, award, or other acquisition · derivative | Stock Unit (DDCP) | 1.2K | $35.62 | Direct | Jul 2, 2026 |
| Jul 1, 2026 | Madabhushi Venkata R | AGrant, award, or other acquisition · derivative | Stock Unit (DDCP) | 1.2K | $35.62 | Direct | Jul 2, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Aug 27, 2026 | 8-K | 8.01 | Other event | — | Filing |
| Aug 17, 2026 | 8-K | 8.01 | Other event | — | Filing |
| Aug 7, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jun 30, 2026 | 8-K | 5.02, 7.01, 9.01 | Director or executive change; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jun 4, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| May 18, 2026 | 8-K | 1.01, 2.03, 9.01 | Material definitive agreement; New direct financial obligation; Financial statements / exhibits | Debt | Filing |
| May 15, 2026 | 8-K | 2.03, 8.01, 9.01 | New direct financial obligation; Other event; Financial statements / exhibits | Debt | Filing |
| May 13, 2026 | S-8 POS | — | Employee-plan securities registration | Equity | Filing |
| May 13, 2026 | S-8 | — | Employee-plan securities registration | Equity | Filing |
| May 13, 2026 | 8-K | 5.02, 5.07, 9.01 | Director or executive change; Shareholder vote results; Financial statements / exhibits | — | Filing |
| May 8, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Mar 24, 2026 | 8-K | 8.01 | Other event | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$2.8B
Q1 2026
+9.4% YoY 10-Q filed May 8, 2026
Operating income
$745.0M
Q1 2026
+9.9% YoY 10-Q filed May 8, 2026
Operating margin
26.8%
Q1 2026
+0.1 pts YoY 10-Q filed May 8, 2026
Net income
$452.0M
Q1 2026
+9.2% YoY 10-Q filed May 8, 2026
Diluted EPS
$1.59
FY 2025
+32.5% YoY 10-K filed Feb 20, 2026
Operating cash flow
$557.0M
Q1 2026
+8.6% YoY 10-Q filed May 8, 2026
Free cash flow
$-501.0M
Q1 2026
-78.9% YoY 10-Q filed May 8, 2026
Cash & equivalents
$1.2B
As of Mar 31, 2026
+297.8% YoY 10-Q filed May 8, 2026
Long-term debt
$20.0B
As of Mar 31, 2026
+21.3% YoY 10-Q filed May 8, 2026
Assets
$46.3B
As of Mar 31, 2026
+10.8% YoY 10-Q filed May 8, 2026
Stockholders’ equity
$15.0B
As of Mar 31, 2026
+5.1% YoY 10-Q filed May 8, 2026
Shares outstanding
752.4M
As of Apr 30, 2026
+1.8% YoY 10-Q filed May 8, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Mar 31, 2026 | $2.8B | +9.4% |
| Ended Sep 30, 2025 | $2.2B | +7.7% |
| Ended Jun 30, 2025 | $2.0B | +8.9% |
| Ended Mar 31, 2025 | $2.5B | +10.5% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $9.2B | +8.6% |
| Ended Dec 31, 2024 | $8.4B | +1.9% |
| Ended Dec 31, 2023 | $8.3B | +6.5% |
| Ended Dec 31, 2022 | $7.8B | +33.4% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$33.23
View live quote ↗
52-week low
$33.17
Dec 10, 2025
52-week high
$40.11
Apr 13, 2026
Below 52-week high
17.2%
1W return
-5.3%
1M return
-7.7%
3M return
-8.1%
6M return
-13.7%
YTD return
-5.1%
1Y return
-7.6%
30-day volatility
17.4%
90-day volatility
19.5%
1Y max drawdown
-16.5%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 23 filing(s) · 20 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Management CIK0002100119 | Jun 30, 2026 quarter end Aug 13, 2026 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 47.9M | $34.25 | |||
| Franklin Resources CIK0000038777 | Jun 30, 2026 observed Jul 28, 2026 filed · 28d Schedule 13G amendment | Exit below reporting threshold | 21.3M -22.5M | 2.80% -3.00 pts | $36.35 | $36.33 | $34.25 |
| T. Rowe Price Investment Management CIK0001897612 | Mar 31, 2026 observed May 15, 2026 filed · 45d Schedule 13G amendment | Reported reduction | 20.7M -19.6M | 12.00% 0.00 pts | $38.20 | $34.88 | $34.25 |
Explore more institutional activity
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