Market Cap
$4.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Sep 11, 2026 | Keybanc | INITIATE | Overweight | 52% |
| Aug 6, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 5, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Jul 16, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 6, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Jul 1, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Jun 30, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jun 24, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| May 12, 2026 | JP Morgan | UPGRADE | Overweight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 9 | 8 | 1 | 0 | 65% | |
| Aug 1, 2026 | 8 | 9 | 8 | 1 | 0 | 65% | |
| Jul 1, 2026 | 8 | 9 | 8 | 1 | 0 | 65% | |
| Jun 1, 2026 | 8 | 9 | 8 | 1 | 0 | 65% | |
| May 1, 2026 | 8 | 8 | 9 | 1 | 0 | 62% | |
| Apr 1, 2026 | 8 | 8 | 9 | 1 | 0 | 62% | |
| Mar 1, 2026 | 7 | 7 | 12 | 1 | 0 | 52% | |
| Feb 1, 2026 | 6 | 7 | 13 | 1 | 0 | 48% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.57 | $1.43–$1.72 | 16.9% | -0.5% | 1↑ 11↓ | $2.6B | 16 |
| Next Q | $1.13 | $0.94–$1.25 | 68.5% | +1.0% | 2↑ 9↓ | $2.3B | 16 |
| Current FY | $5.98 | $5.87–$6.05 | 50.1% | +0.0% | 1↑ 13↓ | $10.0B | 17 |
| Next FY | $6.15 | $4.94–$6.75 | 2.9% | -0.5% | 2↑ 12↓ | $9.9B | 16 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.567 | — |
| 7d ago | $1.578 | -0.011 |
| 30d ago | $1.574 | -0.008 |
| 60d ago | $1.767 | -0.200 |
| 90d ago | $1.820 | -0.253 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| DODGE & COX | 15,282,234 | $703.0M | 14.8% | — |
| BlackRock, Inc. | 13,362,500 | $614.7M | 13.0% | — |
| NORGES BANK | 9,342,811 | $429.8M | 9.1% | NEW |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,526,630 | $300.2M | 6.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,967,520 | $228.5M | 4.8% | — |
| STATE STREET CORP | 4,012,227 | $184.6M | 3.9% | — |
| Capital Research Global Investors | 3,752,356 | $172.6M | 3.6% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 3,519,087 | $161.9M | 3.4% | — |
| DIMENSIONAL FUND ADVISORS LP | 3,474,164 | $159.8M | 3.4% | ADD +58.8% |
| Capital World Investors | 3,049,843 | $140.3M | 3.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 9,342,811 | — | $429.8M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 2,187,235 | 3,474,164 | +58.8% | $159.8M |
| FEDERATED HERMES, INC. | TRIM | 3,782,168 | 2,521,019 | -33.3% | $116.0M |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 14,106 | 2,111,254 | +14867.1% | $97.1M |
| UBS Group AG | ADD | 1,198,154 | 1,694,396 | +41.4% | $77.9M |
| GOLDMAN SACHS GROUP INC | ADD | 967,611 | 1,224,691 | +26.6% | $56.3M |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 738,410 | 1,222,460 | +65.6% | $56.2M |
| CITADEL ADVISORS LLC | DOUBLED | 399,794 | 1,221,610 | +205.6% | $56.2M |
| Boston Partners | ADD | 590,127 | 952,183 | +61.4% | $43.8M |
| MACKENZIE FINANCIAL CORP | DOUBLED | 377,804 | 921,695 | +144.0% | $42.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 14, 2026 | Kyrish Chuck | SVP & CFO | BUY | 1,400 | $45.53 | $63.7K |
| Aug 14, 2026 | Kyrish Chuck | SVP & CFO | BUY | 100 | $45.51 | $4.6K |
| Aug 14, 2026 | Kyrish Chuck | SVP & CFO | BUY | 800 | $45.51 | $36.4K |
| Aug 11, 2026 | Duffie Ashley B | SVP & GC | BUY | 600 | $45.60 | $27.4K |
| Aug 11, 2026 | Murray Mark Christopher | SVP - Acetyls | BUY | 2,153 | $45.52 | $98.0K |
| Aug 10, 2026 | Hill Kathryn | Director | AWARD | 0.771 | $44.46 | $34.28 |
| Aug 10, 2026 | Kissire Deborah J. | Director | AWARD | 6.277 | $44.46 | $279.08 |
| Aug 10, 2026 | GALANTE EDWARD G | Director | AWARD | 1,930 | — | — |
| Aug 10, 2026 | GALANTE EDWARD G | Director | AWARD | 4.595 | $44.46 | $204.29 |
| Aug 10, 2026 | Rucker Kim K.W. | Director | AWARD | 8.705 | $44.46 | $387.02 |