Market Cap
$12.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 25, 2026 | DA Davidson | INITIATE | Neutral | 53% |
| Jul 20, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jul 7, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Apr 24, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Apr 24, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Apr 24, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Apr 20, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Apr 15, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 7 | 7 | 0 | 0 | 59% | |
| Aug 1, 2026 | 3 | 7 | 6 | 0 | 0 | 63% | |
| Jul 1, 2026 | 3 | 7 | 6 | 0 | 0 | 63% | |
| Jun 1, 2026 | 3 | 7 | 6 | 0 | 0 | 63% | |
| May 1, 2026 | 3 | 7 | 6 | 0 | 0 | 63% | |
| Apr 1, 2026 | 3 | 6 | 6 | 0 | 0 | 60% | |
| Mar 1, 2026 | 3 | 6 | 7 | 0 | 0 | 56% | |
| Feb 1, 2026 | 3 | 6 | 7 | 0 | 0 | 56% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $5.93 | $5.51–$6.14 | 5.6% | -0.5% | 0↑ 8↓ | $1.4B | 10 |
| Next Q | $4.58 | $4.17–$4.71 | 17.3% | -0.7% | 7↑ 1↓ | $1.2B | 10 |
| Current FY | $21.17 | $20.35–$21.50 | 9.1% | -0.3% | 7↑ 1↓ | $5.3B | 10 |
| Next FY | $24.00 | $22.59–$25.15 | 13.4% | -0.3% | 8↑ 0↓ | $5.5B | 10 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $5.926 | — |
| 7d ago | $5.952 | -0.027 |
| 30d ago | $5.954 | -0.028 |
| 60d ago | $6.271 | -0.345 |
| 90d ago | $6.421 | -0.496 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 4,133,983 | $1.5B | 13.9% | — |
| MORGAN STANLEY | 2,483,124 | $900.8M | 8.4% | — |
| STATE STREET CORP | 2,096,647 | $760.6M | 7.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,969,109 | $714.3M | 6.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,828,259 | $663.2M | 6.2% | — |
| First Eagle Investment Management, LLC | 1,234,540 | $447.8M | 4.2% | ADD +55.6% |
| Bank of New York Mellon Corp | 1,117,146 | $405.2M | 3.8% | — |
| FRANKLIN RESOURCES INC | 800,517 | $290.4M | 2.7% | — |
| SANDS CAPITAL MANAGEMENT, LLC | 799,872 | $290.2M | 2.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | ADD | 793,165 | 1,234,540 | +55.6% | $447.8M |
| Boston Partners | ADD | 334,261 | 439,955 | +31.6% | $159.6M |
| UBS Group AG | DOUBLED | 178,328 | 434,814 | +143.8% | $157.7M |
| Pictet Asset Management Holding SA | ADD | 334,990 | 421,603 | +25.9% | $153.0M |
| NORGES BANK | NEW | — | 327,130 | — | $118.7M |
| GOLDMAN SACHS GROUP INC | ADD | 165,746 | 303,079 | +82.9% | $109.9M |
| Focus Partners Wealth | TRIM | 523,387 | 272,933 | -47.9% | $99.0M |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | ADD | 132,345 | 178,330 | +34.7% | $64.7M |
| FIRST TRUST ADVISORS LP | ADD | 126,224 | 168,474 | +33.5% | $61.1M |
| RAYMOND JAMES FINANCIAL INC | TRIM | 111,307 | 77,568 | -30.3% | $28.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | Ricard Corrine D. | Director | J | 197 | $329.74 | $65.0K |
| Sep 10, 2026 | Frias James D | Director | J | 197 | $329.74 | $65.0K |
| Sep 10, 2026 | Palmer Sheryl | Director | AWARD | 246 | $329.74 | $81.1K |
| Sep 10, 2026 | Singh Jesse G | Director | EXERCISE | 4,070 | — | — |
| Sep 10, 2026 | Singh Jesse G | Director | D | 505 | — | — |
| Sep 1, 2026 | Frias James D | Director | AWARD | 32 | — | — |
| Sep 1, 2026 | Hansen Maia | Director | AWARD | 1 | — | — |
| Sep 1, 2026 | Ricard Corrine D. | Director | AWARD | 26 | — | — |
| Sep 1, 2026 | Singh Jesse G | Director | AWARD | 13 | — | — |
| Sep 1, 2026 | Palmer Sheryl | Director | AWARD | 1 | — | — |