Market Cap
$10.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 23, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 9, 2026 | BMO Capital | INITIATE | Outperform | 53% |
| Apr 30, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Apr 30, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Apr 24, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Apr 21, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Apr 15, 2026 | Citigroup | INITIATE | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 9 | 8 | 1 | 0 | 64% | |
| Aug 1, 2026 | 7 | 10 | 6 | 1 | 0 | 71% | |
| Jul 1, 2026 | 7 | 10 | 6 | 1 | 0 | 71% | |
| Jun 1, 2026 | 7 | 10 | 6 | 1 | 0 | 71% | |
| May 1, 2026 | 8 | 9 | 6 | 1 | 0 | 71% | |
| Apr 1, 2026 | 7 | 9 | 6 | 1 | 0 | 70% | |
| Mar 1, 2026 | 7 | 9 | 7 | 1 | 0 | 67% | |
| Feb 1, 2026 | 7 | 8 | 8 | 1 | 0 | 63% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.79 | $2.73–$2.88 | 7.0% | -0.0% | 1↑ 12↓ | $1.0B | 13 |
| Next Q | $3.22 | $2.86–$3.63 | -2.1% | -0.2% | 3↑ 9↓ | $1.1B | 13 |
| Current FY | $11.29 | $11.12–$11.70 | 7.4% | -0.0% | 3↑ 10↓ | $4.2B | 16 |
| Next FY | $12.51 | $12.17–$12.93 | 10.8% | -0.3% | 11↑ 4↓ | $4.3B | 16 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.792 | — |
| 7d ago | $2.792 | -0.000 |
| 30d ago | $2.792 | -0.000 |
| 60d ago | $2.898 | -0.106 |
| 90d ago | $2.898 | -0.106 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 4,419,366 | $745.4M | 7.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,401,313 | $742.3M | 7.6% | — |
| FMR LLC | 4,060,032 | $684.8M | 7.0% | ADD +50.4% |
| Capital International Investors | 4,045,561 | $682.3M | 6.9% | — |
| Capital World Investors | 3,422,385 | $577.2M | 5.9% | — |
| GOLDMAN SACHS GROUP INC | 3,372,760 | $568.8M | 5.8% | ADD +87.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,131,764 | $528.2M | 5.4% | — |
| STATE STREET CORP | 2,558,512 | $431.5M | 4.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,245,315 | $378.2M | 3.8% | ADD +25.4% |
| Ninety One UK Ltd | 2,209,791 | $372.7M | 3.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 2,700,359 | 4,060,032 | +50.4% | $684.8M |
| GOLDMAN SACHS GROUP INC | ADD | 1,796,251 | 3,372,760 | +87.8% | $568.8M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 1,790,704 | 2,245,315 | +25.4% | $378.2M |
| UBS Group AG | ADD | 1,405,155 | 2,125,286 | +51.2% | $358.5M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 972,519 | 1,438,900 | +48.0% | $242.7M |
| NORGES BANK | NEW | — | 904,623 | — | $152.6M |
| Assenagon Asset Management S.A. | TRIM | 989,388 | 631,153 | -36.2% | $106.5M |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 308,053 | 624,952 | +102.9% | $105.4M |
| DEUTSCHE BANK AG\ | DOUBLED | 226,228 | 591,596 | +161.5% | $99.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | TRIM | 625,826 | 360,198 | -42.4% | $60.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | Blackford Quentin S. | Director | AWARD | 1,376 | — | — |
| May 20, 2026 | MORROW GEORGE J | Director | EXERCISE | 1,745 | — | — |
| May 20, 2026 | Conroy Kevin T | Director | EXERCISE | 1,745 | — | — |
| May 20, 2026 | Conroy Kevin T | Director | AWARD | 1,836 | — | — |
| May 20, 2026 | LACOB JOSEPH | Director | EXERCISE | 1,745 | — | — |
| May 20, 2026 | LACOB JOSEPH | Director | AWARD | 1,836 | — | — |
| May 20, 2026 | Dallas Kevin J | Director | AWARD | 1,836 | — | — |
| May 20, 2026 | Dallas Kevin J | Director | EXERCISE | 1,745 | — | — |
| May 20, 2026 | LARKIN C RAYMOND JR | Director | EXERCISE | 2,326 | — | — |
| May 20, 2026 | LARKIN C RAYMOND JR | Director | AWARD | 2,448 | — | — |