Market Cap
$8.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 27, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 23, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Jul 20, 2026 | B of A Securities | MAINTAIN | Underperform | 54% |
| Jul 14, 2026 | Goldman Sachs | MAINTAIN | Sell | 54% |
| Jul 10, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jul 7, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Jul 1, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| May 26, 2026 | JP Morgan | MAINTAIN | Underweight | 55% |
| May 26, 2026 | Stifel | UPGRADE | Buy | 54% |
| Apr 20, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 1 | 11 | 8 | 1 | 13% | |
| Aug 1, 2026 | 2 | 1 | 11 | 8 | 1 | 13% | |
| Jul 1, 2026 | 2 | 1 | 11 | 8 | 1 | 13% | |
| Jun 1, 2026 | 2 | 1 | 12 | 8 | 1 | 13% | |
| May 1, 2026 | 1 | 1 | 12 | 8 | 1 | 9% | |
| Apr 1, 2026 | 1 | 1 | 12 | 8 | 1 | 9% | |
| Mar 1, 2026 | 1 | 1 | 11 | 8 | 1 | 9% | |
| Feb 1, 2026 | 1 | 1 | 11 | 8 | 1 | 9% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.49 | $1.34–$1.60 | 0.3% | -3.5% | 3↑ 7↓ | $2.8B | 14 |
| Next Q | $1.48 | $1.35–$1.59 | -16.6% | -0.0% | 3↑ 7↓ | $2.8B | 14 |
| Current FY | $6.36 | $5.92–$6.65 | -2.3% | -0.9% | 10↑ 2↓ | $11.4B | 15 |
| Next FY | $6.73 | $6.37–$7.04 | 5.8% | -0.0% | 3↑ 8↓ | $11.9B | 14 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.494 | — |
| 7d ago | $1.541 | -0.047 |
| 30d ago | $1.548 | -0.054 |
| 60d ago | $1.552 | -0.059 |
| 90d ago | $1.595 | -0.101 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 13,266,423 | $804.9M | 15.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,358,547 | $446.4M | 8.5% | — |
| PRIMECAP MANAGEMENT CO/CA/ | 6,397,644 | $388.1M | 7.4% | ADD +32.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,405,478 | $328.0M | 6.2% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,993,220 | $242.3M | 4.6% | — |
| AQR CAPITAL MANAGEMENT LLC | 3,961,727 | $240.4M | 4.6% | — |
| STATE STREET CORP | 3,851,331 | $233.7M | 4.4% | — |
| JPMORGAN CHASE & CO | 2,873,404 | $178.6M | 3.4% | — |
| FIRST TRUST ADVISORS LP | 2,935,408 | $178.1M | 3.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,469,394 | $149.9M | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| PRIMECAP MANAGEMENT CO/CA/ | ADD | 4,829,798 | 6,397,644 | +32.5% | $388.1M |
| NORGES BANK | NEW | — | 1,980,931 | — | $120.2M |
| MORGAN STANLEY | TRIM | 3,829,137 | 1,707,089 | -55.4% | $103.6M |
| Qube Research & Technologies Ltd | NEW | — | 1,590,925 | — | $96.5M |
| Allianz Asset Management GmbH | DOUBLED | 239,166 | 1,327,995 | +455.3% | $80.6M |
| COATUE MANAGEMENT LLC | NEW | — | 1,083,410 | — | $65.7M |
| CAPTRUST FINANCIAL ADVISORS | ADD | 557,553 | 1,023,876 | +83.6% | $62.1M |
| UBS Group AG | ADD | 491,333 | 755,673 | +53.8% | $45.8M |
| ALLIANCEBERNSTEIN L.P. | ADD | 412,687 | 517,443 | +25.4% | $40.4M |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 1,535,150 | 558,139 | -63.6% | $33.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 13, 2026 | Metzfield Dennis | VP, PAO & Controller | SELL | 469 | $77.92 | $36.5K |
| Aug 4, 2026 | Gaumond Mark E. | Director | AWARD | 3,805 | — | — |
| Aug 4, 2026 | READ RORY P | Director | AWARD | 4,689 | — | — |
| Aug 4, 2026 | OBrien Robert C | Director | AWARD | 3,330 | — | — |
| Aug 4, 2026 | Jewett Ellen | Director | AWARD | 3,058 | — | — |
| Aug 4, 2026 | McClain Gretchen W | Director | AWARD | 4,689 | — | — |
| Aug 4, 2026 | Thornberry William McClellan | Director | AWARD | 3,058 | — | — |
| Aug 4, 2026 | Flournoy Michele Angelique | Director | AWARD | 5,028 | — | — |
| Aug 4, 2026 | Nolan Ryan | Director | AWARD | 4,689 | — | — |
| Aug 4, 2026 | Dial Debra L. | Director | AWARD | 3,058 | — | — |