Market Cap
$34.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Sep 21, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| Sep 8, 2026 | Jefferies | MAINTAIN | Hold | 53% |
| Sep 2, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| Aug 19, 2026 | BMO Capital | INITIATE | Outperform | 53% |
| Aug 14, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 4, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 4, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| Aug 3, 2026 | Raymond James | UPGRADE | Strong Buy | 54% |
| Aug 3, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 20 | 9 | 0 | 0 | 76% | |
| Aug 1, 2026 | 8 | 21 | 8 | 0 | 0 | 78% | |
| Jul 1, 2026 | 8 | 21 | 9 | 0 | 0 | 76% | |
| Jun 1, 2026 | 7 | 21 | 9 | 0 | 0 | 76% | |
| May 1, 2026 | 7 | 20 | 9 | 0 | 0 | 75% | |
| Apr 1, 2026 | 7 | 20 | 9 | 0 | 0 | 75% | |
| Mar 1, 2026 | 8 | 20 | 8 | 0 | 0 | 78% | |
| Feb 1, 2026 | 8 | 19 | 9 | 0 | 0 | 75% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.31 | $1.94–$3.45 | -20.3% | -0.2% | 2↑ 11↓ | $1.4B | 14 |
| Next Q | $2.71 | $1.72–$3.43 | 116.5% | -2.7% | 5↑ 9↓ | $1.6B | 14 |
| Current FY | $8.83 | $7.77–$10.71 | 73.9% | -0.9% | 5↑ 10↓ | $5.5B | 14 |
| Next FY | $12.42 | $8.63–$17.74 | 40.6% | -1.3% | 4↑ 11↓ | $6.9B | 14 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.311 | — |
| 7d ago | $2.315 | -0.005 |
| 30d ago | $2.315 | -0.005 |
| 60d ago | $2.315 | -0.005 |
| 90d ago | $2.435 | -0.125 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 15,023,962 | $4.5B | 13.9% | — |
| Capital World Investors | 11,144,846 | $3.4B | 10.3% | — |
| BlackRock, Inc. | 10,907,675 | $3.3B | 10.1% | — |
| Capital Research Global Investors | 9,750,699 | $2.9B | 9.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,538,390 | $2.0B | 6.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,029,478 | $1.8B | 5.6% | — |
| Invesco Ltd. | 3,754,318 | $1.1B | 3.5% | — |
| STATE STREET CORP | 3,555,689 | $1.1B | 3.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,635,840 | $791.3M | 2.4% | — |
| JPMORGAN CHASE & CO | 2,675,517 | $785.3M | 2.4% | TRIM -57.7% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | TRIM | 6,323,752 | 2,675,517 | -57.7% | $785.3M |
| NORGES BANK | NEW | — | 2,271,813 | — | $683.9M |
| Orbis Allan Gray Ltd | ADD | 1,334,825 | 1,987,407 | +48.9% | $598.3M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | ADD | 662,365 | 893,795 | +34.9% | $269.1M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 88,278 | 729,635 | +726.5% | $219.6M |
| UBS Group AG | ADD | 458,870 | 627,004 | +36.6% | $188.7M |
| Polar Capital Holdings Plc | ADD | 257,674 | 482,751 | +87.3% | $145.3M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 496,004 | 350,560 | -29.3% | $105.5M |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 208,938 | 334,246 | +60.0% | $100.6M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 447,887 | 316,001 | -29.4% | $95.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 19, 2026 | Greenstreet Yvonne | Chief Executive Officer | AWARD | 107 | — | — |
| Jun 1, 2026 | PYOTT DAVID E I | Director | SELL | 17 | $302.65 | $5.1K |
| Jun 1, 2026 | PYOTT DAVID E I | Director | SELL | 495 | $300.72 | $148.9K |
| Jun 1, 2026 | PYOTT DAVID E I | Director | SELL | 1,175 | $298.91 | $351.2K |
| Jun 1, 2026 | PYOTT DAVID E I | Director | SELL | 1,222 | $299.87 | $366.4K |
| Jun 1, 2026 | Cravatt Benjamin | Director | AWARD | 4,393 | — | — |
| Jun 1, 2026 | PYOTT DAVID E I | Director | EXERCISE | 3,830 | — | — |
| Jun 1, 2026 | PYOTT DAVID E I | Director | SELL | 921 | $297.71 | $274.2K |
| May 20, 2026 | Arbuckle Stuart A | Director | AWARD | 671 | — | — |
| May 20, 2026 | Arbuckle Stuart A | Director | AWARD | 1,441 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 11, 2026 | Cory Booker | D | SENATE | SELL | $1,001 - $15,000 | Alnylam Pharmaceuticals Inc | Sep 9, 2026(30d) |