Market Cap
$25.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 12, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Aug 7, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Aug 7, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Jul 13, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 9, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Jun 30, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| May 4, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| May 1, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| May 1, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 10 | 2 | 0 | 0 | 87% | |
| Aug 1, 2026 | 3 | 11 | 1 | 0 | 0 | 93% | |
| Jul 1, 2026 | 3 | 11 | 1 | 0 | 0 | 93% | |
| Jun 1, 2026 | 3 | 11 | 1 | 0 | 0 | 93% | |
| May 1, 2026 | 4 | 10 | 1 | 0 | 0 | 93% | |
| Apr 1, 2026 | 4 | 10 | 1 | 0 | 0 | 93% | |
| Mar 1, 2026 | 4 | 9 | 2 | 0 | 0 | 87% | |
| Feb 1, 2026 | 4 | 9 | 2 | 0 | 0 | 87% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.37 | $1.33–$1.42 | 60.6% | +18.0% | 5↑ 0↓ | $1.3B | 8 |
| Next Q | $1.52 | $1.45–$1.60 | 63.7% | +16.7% | 5↑ 0↓ | $1.4B | 7 |
| Current FY | $5.12 | $5.04–$5.20 | 57.9% | -0.1% | 8↑ 0↓ | $5.1B | 9 |
| Next FY | $6.37 | $5.97–$7.00 | 24.6% | +2.4% | 8↑ 0↓ | $5.7B | 8 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.365 | — |
| 7d ago | $1.370 | -0.005 |
| 30d ago | $1.157 | +0.208 |
| 60d ago | $1.133 | +0.233 |
| 90d ago | $1.141 | +0.225 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 18,708,922 | $3.7B | 19.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,219,875 | $1.2B | 6.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,162,418 | $1.2B | 6.2% | — |
| Capital World Investors | 5,249,249 | $1.0B | 5.3% | — |
| STATE STREET CORP | 5,237,299 | $1.0B | 5.3% | — |
| Capital Research Global Investors | 5,093,768 | $1.0B | 5.2% | — |
| FMR LLC | 4,989,171 | $983.4M | 5.1% | — |
| Capital International Investors | 3,719,485 | $733.2M | 3.8% | TRIM -36.8% |
| Invesco Ltd. | 3,449,291 | $679.9M | 3.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,777,512 | $547.6M | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital International Investors | TRIM | 5,883,949 | 3,719,485 | -36.8% | $733.2M |
| Qube Research & Technologies Ltd | DOUBLED | 858,818 | 2,144,028 | +149.6% | $422.6M |
| BANK OF AMERICA CORP /DE/ | ADD | 1,364,941 | 1,767,047 | +29.5% | $348.3M |
| NORGES BANK | NEW | — | 1,739,884 | — | $342.9M |
| Point72 Asset Management, L.P. | TRIM | 1,932,579 | 1,240,348 | -35.8% | $244.5M |
| VIKING GLOBAL INVESTORS LP | TRIM | 3,332,843 | 1,153,880 | -65.4% | $227.4M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 651,996 | 922,903 | +41.6% | $181.9M |
| MILLENNIUM MANAGEMENT LLC | ADD | 619,240 | 875,260 | +41.3% | $172.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 1,203,726 | 839,786 | -30.2% | $165.5M |
| POLEN CAPITAL MANAGEMENT LLC | NEW | — | 819,236 | — | $161.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 21, 2026 | Harris Timothy J | Senior VP and CDIO | SELL | 9,000 | $191.82 | $1.7M |
| Sep 14, 2026 | Harris Timothy J | Senior VP and CDIO | SELL | 16,500 | $193.06 | $3.2M |
| Sep 8, 2026 | Harris Timothy J | Senior VP and CDIO | SELL | 16,500 | $207.54 | $3.4M |
| Sep 2, 2026 | Morehouse David J | Director | SELL | 2,485 | $201.61 | $501.0K |
| Aug 31, 2026 | Harris Timothy J | Senior VP and CDIO | SELL | 16,500 | $210.01 | $3.5M |
| Aug 24, 2026 | Harris Timothy J | Senior VP and CDIO | SELL | 16,500 | $206.92 | $3.4M |
| Aug 17, 2026 | Fields Kimberly A | Chair, President and CEO | SELL | 4,598 | $232.43 | $1.1M |
| Aug 17, 2026 | Fields Kimberly A | Chair, President and CEO | SELL | 1,000 | $228.32 | $228.3K |
| Aug 17, 2026 | Fields Kimberly A | Chair, President and CEO | SELL | 9,116 | $231.72 | $2.1M |
| Aug 17, 2026 | Fields Kimberly A | Chair, President and CEO | SELL | 8,131 | $230.66 | $1.9M |