Market Cap
$22.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 14, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Oct 12, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Oct 12, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Oct 9, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Oct 8, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Oct 5, 2026 | UBS | MAINTAIN | Buy | 55% |
| Sep 14, 2026 | Raymond James | MAINTAIN | Strong Buy | 54% |
| Sep 14, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Sep 8, 2026 | UBS | MAINTAIN | Buy | 55% |
| Sep 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 8 | 9 | 1 | 1 | 52% | |
| Aug 1, 2026 | 4 | 8 | 9 | 1 | 1 | 52% | |
| Jul 1, 2026 | 4 | 8 | 9 | 0 | 1 | 55% | |
| Jun 1, 2026 | 4 | 8 | 9 | 0 | 1 | 55% | |
| May 1, 2026 | 4 | 8 | 9 | 0 | 1 | 55% | |
| Apr 1, 2026 | 5 | 9 | 8 | 0 | 1 | 61% | |
| Mar 1, 2026 | 5 | 9 | 8 | 0 | 1 | 61% | |
| Feb 1, 2026 | 5 | 10 | 7 | 0 | 1 | 65% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $7.70 | $4.01–$8.50 | 215.5% | +22.0% | 9↑ 0↓ | $8.9B | 13 |
| Next Q | $5.61 | $2.02–$8.08 | 367.7% | +48.5% | 9↑ 0↓ | $8.2B | 13 |
| Current FY | $18.38 | $10.75–$22.40 | 263.3% | +20.6% | 11↑ 0↓ | $35.2B | 15 |
| Next FY | $14.57 | $7.50–$20.97 | -20.8% | +30.6% | 11↑ 0↓ | $32.4B | 15 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $7.699 | — |
| 7d ago | $7.067 | +0.632 |
| 30d ago | $6.309 | +1.390 |
| 60d ago | $5.503 | +2.196 |
| 90d ago | $4.068 | +3.631 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Artemis Investment Management LLP | 439,739 | $47.2M | 34.0% | ADD +33.6% |
| TD Waterhouse Canada Inc. | 326,606 | $36.8M | 26.5% | DOUBLED +267609.8% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 177,620 | $19.1M | 13.7% | TRIM -41.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 153,445 | $17.4M | 12.5% | — |
| Assenagon Asset Management S.A. | 160,405 | $17.2M | 12.4% | DOUBLED +250.2% |
| Concurrent Investment Advisors, LLC | 6,772 | $726.7K | 0.5% | — |
| Farther Finance Advisors, LLC | 5,133 | $550.9K | 0.4% | — |
| MATHER GROUP, LLC. | 188 | $20.2K | 0.0% | DOUBLED +164.8% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Artemis Investment Management LLP | ADD | 329,078 | 439,739 | +33.6% | $47.2M |
| TD Waterhouse Canada Inc. | DOUBLED | 122 | 326,606 | +267609.8% | $36.8M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | TRIM | 304,153 | 177,620 | -41.6% | $19.1M |
| Assenagon Asset Management S.A. | DOUBLED | 45,800 | 160,405 | +250.2% | $17.2M |
| MATHER GROUP, LLC. | DOUBLED | 71 | 188 | +164.8% | $20.2K |
| CITADEL ADVISORS LLC | DOUBLED | 281,845 | 4,263,228 | +1412.6% | $296.9M |
| FMR LLC | ADD | 1,512,254 | 2,057,756 | +36.1% | $143.3M |
| Allianz Asset Management GmbH | ADD | 855,252 | 1,301,752 | +52.2% | $90.7M |
| NORGES BANK | NEW | — | 1,271,870 | — | $88.6M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 456,056 | 1,163,432 | +155.1% | $81.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 17, 2026 | MYERS FRANKLIN | CEO | AWARD | 922 | — | — |
| Aug 17, 2026 | MYERS FRANKLIN | CEO | AWARD | 1,121 | — | — |
| Aug 11, 2026 | MYERS FRANKLIN | CEO | BUY | 15,000 | $85.30 | $1.3M |
| Aug 5, 2026 | Kunneman Dale | SVP and CHRO | SELL | 8,936 | $84.59 | $755.9K |
| Aug 2, 2026 | REH Advisors Inc. | Director | D | 2,375,000 | $89.41 | $212.3M |
| Jul 17, 2026 | MYERS FRANKLIN | CEO | AWARD | 1,210 | — | — |
| Jun 17, 2026 | MYERS FRANKLIN | CEO and President | AWARD | 1,578 | — | — |
| Jun 16, 2026 | Hardy Rhoman J | Director | BUY | 1,508 | $66.32 | $100.0K |
| Jun 2, 2026 | Fernandez Manuel J | Director | SELL | 635 | $73.09 | $46.4K |
| May 26, 2026 | Joyce Matthew | SVP, Lubricants & Specialties | SELL | 2,384 | $69.73 | $166.2K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 20, 2026 | Julia Letlow | R | HOUSE | SELL | $1,001 - $15,000 | HollyFrontier Corp | Mar 13, 2026(22d) |