Market Cap
$5.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 9, 2026 | BMO Capital | INITIATE | Outperform | 53% |
| Aug 31, 2026 | Argus Research | UPGRADE | Buy | 54% |
| Aug 27, 2026 | Citigroup | DOWNGRADE | Neutral | 55% |
| Aug 27, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 27, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 27, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 26, 2026 | Needham | MAINTAIN | Buy | 50% |
| Aug 26, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Aug 19, 2026 | Telsey Advisory Group | MAINTAIN | Outperform | 51% |
| Aug 18, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 8 | 7 | 0 | 0 | 63% | |
| Aug 1, 2026 | 5 | 7 | 6 | 1 | 0 | 63% | |
| Jul 1, 2026 | 5 | 7 | 5 | 1 | 0 | 67% | |
| Jun 1, 2026 | 5 | 7 | 5 | 1 | 0 | 67% | |
| May 1, 2026 | 5 | 7 | 6 | 0 | 0 | 67% | |
| Apr 1, 2026 | 5 | 7 | 6 | 0 | 0 | 67% | |
| Mar 1, 2026 | 5 | 6 | 6 | 0 | 0 | 65% | |
| Feb 1, 2026 | 5 | 6 | 6 | 0 | 0 | 65% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.11 | $2.69–$3.26 | 31.8% | +7.5% | 3↑ 0↓ | $1.4B | 6 |
| Next Q | $4.89 | $4.72–$5.05 | 32.8% | +7.6% | 3↑ 0↓ | $1.8B | 6 |
| Current FY | $13.54 | $13.20–$13.76 | 29.5% | +26.3% | 5↑ 0↓ | $5.5B | 6 |
| Next FY | $13.18 | $11.57–$14.20 | -2.7% | +11.1% | 4↑ 1↓ | $5.8B | 7 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.110 | — |
| 7d ago | $3.080 | +0.030 |
| 30d ago | $2.893 | +0.217 |
| 60d ago | $2.893 | +0.217 |
| 90d ago | $2.893 | +0.217 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 6,064,331 | $545.9M | 15.4% | — |
| FMR LLC | 3,637,893 | $327.4M | 9.2% | DOUBLED +167.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,451,749 | $220.7M | 6.2% | — |
| AQR CAPITAL MANAGEMENT LLC | 2,428,332 | $212.8M | 6.0% | — |
| AMERICAN CENTURY COMPANIES INC | 2,017,220 | $181.6M | 5.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,014,665 | $181.3M | 5.1% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,832,781 | $165.0M | 4.7% | — |
| STATE STREET CORP | 1,822,751 | $164.1M | 4.6% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,380,924 | $124.3M | 3.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | DOUBLED | 1,359,149 | 3,637,893 | +167.7% | $327.4M |
| NORGES BANK | NEW | — | 734,542 | — | $66.1M |
| Woodline Partners LP | DOUBLED | 179,536 | 475,954 | +165.1% | $42.8M |
| GOLDMAN SACHS GROUP INC | TRIM | 649,360 | 397,333 | -38.8% | $35.8M |
| Allspring Global Investments Holdings, LLC | ADD | 257,474 | 381,250 | +48.1% | $35.2M |
| ENVESTNET ASSET MANAGEMENT INC | DOUBLED | 104,504 | 310,136 | +196.8% | $27.9M |
| CAPITAL FUND MANAGEMENT S.A. | ADD | 190,316 | 238,655 | +25.4% | $21.5M |
| BARCLAYS PLC | ADD | 115,110 | 176,951 | +53.7% | $15.9M |
| Nuveen, LLC | TRIM | 336,784 | 147,729 | -56.1% | $13.3M |
| Bridgewater Associates, LP | TRIM | 248,057 | 131,677 | -46.9% | $11.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 4, 2026 | Lipesky Scott D. | EVP and COO | SELL | 2,000 | $146.82 | $293.6K |
| Aug 28, 2026 | HENCHEL GREGORY J | EVP, Chief Legal Off & Secy | SELL | 30,000 | $146.65 | $4.4M |
| Aug 28, 2026 | Lipesky Scott D. | EVP and COO | SELL | 5,000 | $149.00 | $745.0K |
| Aug 28, 2026 | Robinson Kenneth B. | Director | SELL | 800 | $149.69 | $119.8K |
| Aug 28, 2026 | Rust Jay | EVP, Chief HR Officer | SELL | 5,000 | $147.50 | $737.5K |
| Aug 10, 2026 | Lipesky Scott D. | EVP and COO | SELL | 10,000 | $115.00 | $1.1M |
| Aug 4, 2026 | Lipesky Scott D. | EVP and COO | SELL | 10,000 | $110.00 | $1.1M |
| Aug 3, 2026 | Coulter Suzanne M | Director | AWARD | 232.319 | — | — |
| Aug 3, 2026 | ANDERSON KERRII B | Director | AWARD | 91.044 | — | — |
| Jul 28, 2026 | Lipesky Scott D. | EVP and COO | SELL | 10,000 | $105.00 | $1.1M |