Market Cap
$8.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 6, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 20, 2026 | Wells Fargo | MAINTAIN | Underweight | 54% |
| May 13, 2026 | B of A Securities | UPGRADE | Neutral | 54% |
| Apr 30, 2026 | Wells Fargo | MAINTAIN | Underweight | 54% |
| Apr 30, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Apr 13, 2026 | Truist Securities | UPGRADE | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 3 | 3 | 1 | 0 | 56% | |
| Aug 1, 2026 | 1 | 1 | 3 | 6 | 1 | 17% | |
| Jul 1, 2026 | 1 | 1 | 3 | 6 | 1 | 17% | |
| Jun 1, 2026 | 1 | 1 | 3 | 6 | 1 | 17% | |
| May 1, 2026 | 1 | 1 | 2 | 7 | 1 | 17% | |
| Apr 1, 2026 | 1 | 0 | 3 | 7 | 1 | 8% | |
| Mar 1, 2026 | 1 | 0 | 4 | 7 | 1 | 8% | |
| Feb 1, 2026 | 1 | 0 | 4 | 7 | 1 | 8% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.63 | $1.94–$2.88 | 213.4% | +39.5% | 3↑ 0↓ | $8.9B | 4 |
| Next Q | $2.74 | $2.07–$3.03 | 161.2% | +38.7% | 3↑ 0↓ | $9.0B | 4 |
| Current FY | $10.57 | $8.20–$11.75 | 86.5% | +34.0% | 4↑ 0↓ | $35.8B | 4 |
| Next FY | $11.05 | $9.28–$12.34 | 4.5% | +24.4% | — | $37.6B | 3 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.632 | — |
| 7d ago | $1.905 | +0.727 |
| 30d ago | $1.887 | +0.745 |
| 60d ago | $1.887 | +0.745 |
| 90d ago | $1.880 | +0.752 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 10,314,641 | $916.1M | 15.2% | — |
| DIMENSIONAL FUND ADVISORS LP | 5,846,380 | $519.3M | 8.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,813,987 | $516.4M | 8.6% | — |
| AQR CAPITAL MANAGEMENT LLC | 3,932,509 | $346.1M | 5.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,693,032 | $328.0M | 5.5% | — |
| PZENA INVESTMENT MANAGEMENT LLC | 3,120,395 | $277.2M | 4.6% | TRIM -45.2% |
| AMERICAN CENTURY COMPANIES INC | 2,865,223 | $254.5M | 4.2% | — |
| STATE STREET CORP | 2,660,373 | $236.3M | 3.9% | — |
| FMR LLC | 1,851,470 | $164.4M | 2.7% | TRIM -25.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,703,057 | $153.7M | 2.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | TRIM | 5,692,230 | 3,120,395 | -45.2% | $277.2M |
| FMR LLC | TRIM | 2,473,253 | 1,851,470 | -25.1% | $164.4M |
| NORGES BANK | NEW | — | 1,098,441 | — | $97.6M |
| PRUDENTIAL FINANCIAL INC | ADD | 597,841 | 1,074,026 | +79.7% | $95.4M |
| Allianz Asset Management GmbH | ADD | 479,206 | 919,305 | +91.8% | $81.7M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 11,351 | 814,628 | +7076.7% | $72.4M |
| GOLDMAN SACHS GROUP INC | ADD | 341,034 | 522,783 | +53.3% | $46.4M |
| Qube Research & Technologies Ltd | DOUBLED | 83,563 | 513,225 | +514.2% | $45.6M |
| Quantinno Capital Management LP | ADD | 359,284 | 499,127 | +38.9% | $44.3M |
| Assenagon Asset Management S.A. | DOUBLED | 146,267 | 395,207 | +170.2% | $35.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 23, 2026 | Adkins Rodney C | Director | AWARD | 20 | $100.17 | $2.0K |
| Sep 23, 2026 | GASSEL HELMUT | Director | AWARD | 29 | $100.17 | $2.9K |
| Sep 23, 2026 | Freeman Brenda | Director | AWARD | 133 | $100.17 | $13.3K |
| Sep 23, 2026 | MADDOCK ERNEST E | Director | AWARD | 60 | $110.17 | $6.6K |
| Sep 23, 2026 | KHAYKIN OLEG | Director | AWARD | 212.74 | $110.17 | $23.4K |
| Sep 23, 2026 | Henkels Virginia | Director | AWARD | 29 | $100.17 | $2.9K |
| Sep 17, 2026 | GALLAGHER PHILIP R | Chief Executive Officer | GIFT | 250 | — | — |
| Sep 17, 2026 | GALLAGHER PHILIP R | Chief Executive Officer | J | 63,176 | — | — |
| Sep 16, 2026 | Chan Leng Jin | SVP, CIO | D | 13,000 | $93.71 | $1.2M |
| Sep 15, 2026 | JACOBSON KENNETH A | Chief Financial Officer | D | 6,844 | $92.75 | $634.8K |