Market Cap
$20.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Sep 16, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Aug 19, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Aug 3, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 29, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 29, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Jul 29, 2026 | Citigroup | DOWNGRADE | Neutral | 55% |
| Jul 13, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 10, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Jul 9, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 6 | 18 | 1 | 0 | 27% | |
| Aug 1, 2026 | 1 | 6 | 18 | 1 | 0 | 27% | |
| Jul 1, 2026 | 2 | 6 | 18 | 0 | 0 | 31% | |
| Jun 1, 2026 | 2 | 6 | 18 | 0 | 0 | 31% | |
| May 1, 2026 | 1 | 5 | 19 | 0 | 0 | 24% | |
| Apr 1, 2026 | 1 | 5 | 18 | 0 | 0 | 25% | |
| Mar 1, 2026 | 1 | 4 | 18 | 0 | 0 | 22% | |
| Feb 1, 2026 | 1 | 5 | 17 | 0 | 0 | 26% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.08 | $1.00–$1.17 | 3.2% | -0.2% | 8↑ 4↓ | $1.8B | 18 |
| Next Q | $0.94 | $0.84–$1.07 | 0.6% | -0.1% | 7↑ 6↓ | $1.6B | 18 |
| Current FY | $4.48 | $4.30–$4.66 | 5.2% | -0.0% | 5↑ 10↓ | $7.0B | 19 |
| Next FY | $4.81 | $4.58–$4.95 | 7.4% | -0.2% | 3↑ 5↓ | $7.3B | 19 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.083 | — |
| 7d ago | $1.086 | -0.002 |
| 30d ago | $1.086 | -0.002 |
| 60d ago | $1.080 | +0.003 |
| 90d ago | $1.081 | +0.002 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 22,113,344 | $1.4B | 9.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 18,941,212 | $1.2B | 8.3% | — |
| FMR LLC | 18,405,749 | $1.2B | 8.1% | — |
| PRINCIPAL FINANCIAL GROUP INC | 15,721,830 | $1.0B | 6.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14,631,444 | $938.6M | 6.4% | — |
| STATE STREET CORP | 14,514,119 | $931.1M | 6.4% | — |
| Capital World Investors | 14,465,915 | $928.0M | 6.4% | — |
| First Eagle Investment Management, LLC | 11,727,514 | $752.3M | 5.2% | ADD +32.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 8,230,737 | $526.0M | 3.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | ADD | 8,823,162 | 11,727,514 | +32.9% | $752.3M |
| Orbis Allan Gray Ltd | NEW | — | 5,371,080 | — | $344.6M |
| Select Equity Group, L.P. | TRIM | 8,022,123 | 4,892,500 | -39.0% | $313.9M |
| NORGES BANK | NEW | — | 4,396,401 | — | $282.0M |
| GOLDMAN SACHS GROUP INC | ADD | 2,280,602 | 3,637,032 | +59.5% | $233.3M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 1,537,185 | 2,169,415 | +41.1% | $139.2M |
| Gotham Asset Management, LLC | DOUBLED | 510,021 | 1,218,762 | +139.0% | $78.2M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 1,573,902 | 904,200 | -42.6% | $58.0M |
| Capital International Investors | TRIM | 2,610,500 | 802,328 | -69.3% | $51.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 9,823 | 788,856 | +7930.7% | $50.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 21, 2026 | Hunt James S | Director | GIFT | 5,000 | — | — |
| Jun 9, 2026 | JOHNSON JOIA M | Director | BUY | 860 | $58.05 | $49.9K |
| May 6, 2026 | Hunt James S | Director | AWARD | 2,434 | — | — |
| May 6, 2026 | KRUMP PAUL J | Director | AWARD | 2,434 | — | — |
| May 6, 2026 | PROCTOR H PALMER JR | Director | AWARD | 2,434 | — | — |
| May 6, 2026 | Main Timothy R.M. | Director | AWARD | 2,434 | — | — |
| May 6, 2026 | PATEL JAYMIN B | Director | AWARD | 2,434 | — | — |
| May 6, 2026 | Savio Kathleen A. | Director | AWARD | 2,434 | — | — |
| May 6, 2026 | GELLERSTEDT LAWRENCE L III | Director | AWARD | 2,434 | — | — |
| May 6, 2026 | JOHNSON JOIA M | Director | AWARD | 2,434 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 25, 2026 | April McClain Delaney | D | HOUSE | SELL | $100,001 - $250,000 | Brown & Brown Inc | Sep 10, 2026(17d) |
| Apr 17, 2026 | April McClain Delaney | D | HOUSE | SELL | $1,001 - $15,000 | Brown & Brown Inc | May 7, 2026(21d) |
| Mar 23, 2026 | Jared Moskowitz | D | HOUSE | SELL | $1,001 - $15,000 | Brown & Brown Inc | May 1, 2026(40d) |
| Mar 23, 2026 | Jared Moskowitz | D | HOUSE | SELL | $1,001 - $15,000 | Brown & Brown Inc | May 1, 2026(40d) |
| Mar 23, 2026 | Jared Moskowitz | D | HOUSE | SELL | $1,001 - $15,000 | Brown & Brown Inc | May 1, 2026(40d) |
| Feb 24, 2026 | April McClain Delaney | D | HOUSE | SELL | $1,001 - $15,000 | Brown & Brown Inc | Mar 11, 2026(16d) |
| Feb 10, 2026 | Byron Donalds | R | HOUSE | SELL | $1,001 - $15,000 | Brown & Brown Inc | Mar 9, 2026(28d) |
| Feb 10, 2026 | Byron Donalds | R | HOUSE | SELL | $1,001 - $15,000 | Brown & Brown Inc | Mar 9, 2026(28d) |
| Feb 6, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | Brown & Brown Inc | Mar 11, 2026(34d) |
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Brown & Brown Inc | Feb 16, 2026(39d) |