Market Cap
$9.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Sep 22, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 31, 2026 | Benchmark | MAINTAIN | Buy | 54% |
| Aug 10, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 3, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 24, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 24, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Jul 24, 2026 | Piper Sandler | REITERATE | Overweight | 54% |
| Jul 24, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 24, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 11 | 1 | 0 | 0 | 94% | |
| Aug 1, 2026 | 4 | 11 | 1 | 0 | 0 | 94% | |
| Jul 1, 2026 | 4 | 10 | 1 | 0 | 0 | 93% | |
| Jun 1, 2026 | 4 | 10 | 1 | 0 | 0 | 93% | |
| May 1, 2026 | 4 | 10 | 1 | 0 | 0 | 93% | |
| Apr 1, 2026 | 4 | 10 | 2 | 0 | 0 | 88% | |
| Mar 1, 2026 | 4 | 10 | 2 | 0 | 0 | 88% | |
| Feb 1, 2026 | 3 | 10 | 3 | 0 | 0 | 81% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.89 | $3.73–$4.08 | 23.9% | -0.9% | 1↑ 1↓ | $0.9B | 7 |
| Next Q | $3.76 | $3.32–$4.01 | 10.7% | -1.2% | 1↑ 1↓ | $0.9B | 7 |
| Current FY | $15.76 | $15.20–$16.18 | 29.4% | -0.5% | 0↑ 1↓ | $3.5B | 7 |
| Next FY | $17.28 | $16.55–$18.00 | 9.6% | -0.2% | 2↑ 0↓ | $3.6B | 7 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.891 | — |
| 7d ago | $3.907 | -0.016 |
| 30d ago | $3.926 | -0.034 |
| 60d ago | $3.881 | +0.010 |
| 90d ago | $3.652 | +0.239 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,487,199 | $736.7M | 10.4% | — |
| BlackRock, Inc. | 3,994,322 | $655.8M | 9.3% | — |
| DIMENSIONAL FUND ADVISORS LP | 3,126,242 | $513.3M | 7.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,824,478 | $463.7M | 6.6% | — |
| AQR CAPITAL MANAGEMENT LLC | 2,268,854 | $372.5M | 5.3% | — |
| STATE STREET CORP | 1,765,313 | $291.1M | 4.1% | — |
| CITADEL ADVISORS LLC | 1,575,921 | $258.7M | 3.7% | ADD +96.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,500,612 | $246.4M | 3.5% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,463,980 | $243.8M | 3.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | ADD | 802,618 | 1,575,921 | +96.3% | $258.7M |
| FMR LLC | TRIM | 2,195,683 | 1,172,029 | -46.6% | $192.4M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | ADD | 678,608 | 1,099,446 | +62.0% | $180.5M |
| MORGAN STANLEY | ADD | 661,731 | 1,040,508 | +57.2% | $170.8M |
| NORGES BANK | NEW | — | 819,715 | — | $134.6M |
| JANE STREET GROUP, LLC | ADD | 412,419 | 536,051 | +30.0% | $88.0M |
| Quantinno Capital Management LP | ADD | 272,800 | 387,307 | +42.0% | $63.6M |
| TORONTO DOMINION BANK | NEW | — | 313,854 | — | $51.5M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | ADD | 173,683 | 309,741 | +78.3% | $51.1M |
| Verition Fund Management LLC | TRIM | 368,385 | 241,896 | -34.3% | $39.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | FERRER JAVIER D. | PRESIDENT & CEO | TAX W/H | 10,486 | $168.19 | $1.8M |
| Aug 24, 2026 | Rodriguez Adorno Denissa | Senior VP & Comptroller | SELL | 600 | $168.79 | $101.3K |
| Aug 19, 2026 | Garcia Jorge J. | Executive Vice President & CFO | AWARD | 5,733 | — | — |
| Aug 10, 2026 | FERRER JAVIER D. | PRESIDENT & CEO | SELL | 35,000 | $175.43 | $6.1M |
| Aug 10, 2026 | Soriano Lidio | Executive Vice President | SELL | 3,000 | $174.51 | $523.5K |
| Aug 4, 2026 | CESTERO LUIS E. | Executive Vice President | SELL | 8,500 | $176.36 | $1.5M |
| Jul 30, 2026 | Ferre Maria Luisa | Director | SELL | 3,385 | $175.42 | $593.8K |
| Jul 30, 2026 | Ferre Maria Luisa | Director | SELL | 3,076 | $173.79 | $534.6K |
| Jul 22, 2026 | FERRER JAVIER D. | PRESIDENT & CEO | AWARD | 14,952 | — | — |
| Jul 1, 2026 | CARRION RICHARD L | Director | AWARD | 79 | — | — |