Market Cap
$10.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 9, 2026 | BMO Capital | INITIATE | Underperform | 53% |
| Jul 25, 2026 | Telsey Advisory Group | MAINTAIN | Market Perform | 51% |
| Jul 24, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 24, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 24, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 24, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jul 24, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Jul 13, 2026 | Jefferies | UPGRADE | Buy | 53% |
| May 26, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 22, 2026 | UBS | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 12 | 12 | 2 | 0 | 58% | |
| Aug 1, 2026 | 7 | 12 | 13 | 1 | 0 | 58% | |
| Jul 1, 2026 | 6 | 12 | 13 | 2 | 0 | 55% | |
| Jun 1, 2026 | 7 | 12 | 12 | 2 | 0 | 58% | |
| May 1, 2026 | 8 | 11 | 11 | 2 | 1 | 58% | |
| Apr 1, 2026 | 8 | 11 | 11 | 2 | 1 | 58% | |
| Mar 1, 2026 | 8 | 11 | 11 | 2 | 1 | 58% | |
| Feb 1, 2026 | 7 | 11 | 12 | 2 | 1 | 55% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.79 | $1.74–$1.85 | -1.9% | -0.0% | 1↑ 15↓ | $1.5B | 19 |
| Next Q | $3.71 | $3.55–$3.80 | 11.4% | -0.2% | 13↑ 3↓ | $2.1B | 19 |
| Current FY | $7.51 | $7.18–$7.99 | 7.0% | -0.2% | 15↑ 1↓ | $5.9B | 22 |
| Next FY | $8.35 | $7.39–$9.45 | 11.2% | -0.5% | 17↑ 1↓ | $6.3B | 22 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.785 | — |
| 7d ago | $1.786 | -0.000 |
| 30d ago | $1.786 | -0.000 |
| 60d ago | $1.890 | -0.104 |
| 90d ago | $1.889 | -0.104 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 13,532,204 | $1.3B | 13.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 9,175,405 | $911.0M | 9.3% | — |
| STATE STREET CORP | 6,320,808 | $627.6M | 6.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,941,506 | $589.9M | 6.0% | — |
| FMR LLC | 5,286,073 | $524.9M | 5.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,286,982 | $424.2M | 4.3% | — |
| Invesco Ltd. | 3,082,549 | $306.1M | 3.1% | — |
| AQR CAPITAL MANAGEMENT LLC | 2,718,623 | $269.9M | 2.8% | — |
| MORGAN STANLEY | 2,446,618 | $242.9M | 2.5% | — |
| Robeco Institutional Asset Management B.V. | 2,215,860 | $220.0M | 2.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,555,996 | — | $154.5M |
| UBS Group AG | TRIM | 2,211,834 | 1,489,009 | -32.7% | $147.8M |
| Clark Capital Management Group, Inc. | DOUBLED | 392,533 | 888,593 | +126.4% | $88.2M |
| AMERICAN CENTURY COMPANIES INC | ADD | 630,951 | 870,184 | +37.9% | $86.4M |
| D. E. Shaw & Co., Inc. | TRIM | 1,267,310 | 820,888 | -35.2% | $81.5M |
| AMERIPRISE FINANCIAL INC | ADD | 488,674 | 798,463 | +63.4% | $79.3M |
| BANK OF AMERICA CORP /DE/ | ADD | 576,756 | 750,881 | +30.2% | $74.6M |
| HSBC HOLDINGS PLC | ADD | 585,742 | 740,925 | +26.5% | $73.6M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 555,830 | 737,269 | +32.6% | $73.2M |
| FULLER & THALER ASSET MANAGEMENT, INC. | ADD | 486,710 | 668,276 | +37.3% | $66.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Chan Nelson | Director | AWARD | 535 | — | — |
| Sep 1, 2026 | Burwick David A | Director | AWARD | 535 | — | — |
| Sep 1, 2026 | Ibrahim Maha Saleh | Director | AWARD | 816 | — | — |
| Sep 1, 2026 | Shanahan Lauri M | Director | AWARD | 535 | — | — |
| Sep 1, 2026 | Figuereo Juan R | Director | AWARD | 535 | — | — |
| Sep 1, 2026 | Stewart Bonita C. | Director | AWARD | 535 | — | — |
| Sep 1, 2026 | Luis Victor | Director | AWARD | 914 | — | — |
| Sep 1, 2026 | Grismer Patrick J | Director | AWARD | 535 | — | — |
| Sep 1, 2026 | Davis Cindy L | Director | AWARD | 535 | — | — |
| Aug 17, 2026 | Ellerker Marco | President, Global Marketplace | AWARD | 16,162 | — | — |