Market Cap
$19.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 4, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 3, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Jul 31, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 31, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Jul 31, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Jul 14, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 13, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 9, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Jun 30, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 10 | 3 | 0 | 0 | 80% | |
| Aug 1, 2026 | 2 | 10 | 3 | 0 | 0 | 80% | |
| Jul 1, 2026 | 2 | 10 | 3 | 0 | 0 | 80% | |
| Jun 1, 2026 | 2 | 10 | 2 | 0 | 0 | 86% | |
| May 1, 2026 | 3 | 9 | 2 | 0 | 0 | 86% | |
| Apr 1, 2026 | 3 | 9 | 2 | 0 | 0 | 86% | |
| Mar 1, 2026 | 3 | 8 | 2 | 0 | 0 | 85% | |
| Feb 1, 2026 | 3 | 8 | 1 | 0 | 0 | 92% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.00 | $2.90–$3.08 | 23.6% | +8.5% | 1↑ 0↓ | $0.8B | 5 |
| Next Q | $3.08 | $2.93–$3.17 | 32.1% | +10.8% | 1↑ 0↓ | $0.8B | 5 |
| Current FY | $13.38 | $12.79–$13.75 | 24.3% | +0.0% | 2↑ 0↓ | $3.5B | 6 |
| Next FY | $15.88 | $15.32–$16.65 | 18.7% | +4.6% | 2↑ 0↓ | $3.8B | 5 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.002 | — |
| 7d ago | $2.848 | +0.155 |
| 30d ago | $2.767 | +0.236 |
| 60d ago | $2.767 | +0.236 |
| 90d ago | $2.815 | +0.187 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 6,216,560 | $3.8B | 17.2% | — |
| FMR LLC | 4,184,698 | $2.6B | 11.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,161,324 | $1.3B | 6.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,113,945 | $1.3B | 5.8% | — |
| STATE STREET CORP | 1,907,172 | $1.2B | 5.3% | — |
| Invesco Ltd. | 1,579,110 | $974.1M | 4.4% | — |
| AQR CAPITAL MANAGEMENT LLC | 1,459,426 | $900.2M | 4.0% | — |
| JENNISON ASSOCIATES LLC | 1,192,686 | $735.7M | 3.3% | ADD +48.1% |
| JPMORGAN CHASE & CO | 1,183,109 | $719.6M | 3.2% | DOUBLED +192.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,005,377 | $620.3M | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JENNISON ASSOCIATES LLC | ADD | 805,306 | 1,192,686 | +48.1% | $735.7M |
| JPMORGAN CHASE & CO | DOUBLED | 404,094 | 1,183,109 | +192.8% | $719.6M |
| LONE PINE CAPITAL LLC | TRIM | 1,817,940 | 962,839 | -47.0% | $593.9M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 192,478 | 745,021 | +287.1% | $459.6M |
| NORGES BANK | NEW | — | 513,898 | — | $317.0M |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 277,877 | 506,167 | +82.2% | $312.2M |
| JANE STREET GROUP, LLC | DOUBLED | 161,131 | 356,156 | +121.0% | $219.7M |
| UBS Group AG | TRIM | 538,916 | 341,464 | -36.6% | $210.6M |
| Holocene Advisors, LP | TRIM | 548,885 | 314,483 | -42.7% | $194.0M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | NEW | — | 314,082 | — | $193.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 4, 2026 | KAROL STEVEN E | Director | SELL | 3,275 | $474.08 | $1.6M |
| Sep 4, 2026 | KAROL STEVEN E | Director | EXERCISE | 3,275 | $39.79 | $130.3K |
| Aug 25, 2026 | Thene Tony R | Chairman, President and CEO | SELL | 2,251 | $488.67 | $1.1M |
| Aug 25, 2026 | Thene Tony R | Chairman, President and CEO | SELL | 6,126 | $486.35 | $3.0M |
| Aug 25, 2026 | Thene Tony R | Chairman, President and CEO | SELL | 7,053 | $484.35 | $3.4M |
| Aug 25, 2026 | Thene Tony R | Chairman, President and CEO | SELL | 8,071 | $483.61 | $3.9M |
| Aug 25, 2026 | Thene Tony R | Chairman, President and CEO | SELL | 1,890 | $479.89 | $907.0K |
| Aug 25, 2026 | Thene Tony R | Chairman, President and CEO | SELL | 429 | $489.33 | $209.9K |
| Aug 25, 2026 | Thene Tony R | Chairman, President and CEO | SELL | 7,864 | $485.17 | $3.8M |
| Aug 25, 2026 | Thene Tony R | Chairman, President and CEO | SELL | 720 | $479.49 | $345.2K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 4, 2026 | Markwayne Mullin | R | SENATE | BUY | $15,001 - $50,000 | Carpenter Technology Corp | Mar 2, 2026(27d) |
| Jan 5, 2026 | Markwayne Mullin | R | SENATE | BUY | $15,001 - $50,000 | Carpenter Technology Corp | Feb 4, 2026(31d) |
| Jan 5, 2026 | Markwayne Mullin | R | SENATE | BUY | $15,001 - $50,000 | Carpenter Technology Corp | Feb 4, 2026(31d) |