Market Cap
$12.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 4, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Sep 4, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Sep 4, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 4, 2026 | B of A Securities | MAINTAIN | Underperform | 54% |
| Sep 4, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Sep 4, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Sep 4, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Sep 4, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Sep 4, 2026 | Citizens | REITERATE | Market Outperform | 38% |
| Sep 4, 2026 | BTIG | REITERATE | Buy | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 6 | 18 | 1 | 0 | 34% | |
| Aug 1, 2026 | 4 | 5 | 19 | 1 | 0 | 31% | |
| Jul 1, 2026 | 4 | 5 | 19 | 1 | 0 | 31% | |
| Jun 1, 2026 | 4 | 5 | 19 | 1 | 0 | 31% | |
| May 1, 2026 | 4 | 6 | 18 | 1 | 0 | 34% | |
| Apr 1, 2026 | 5 | 6 | 17 | 1 | 0 | 38% | |
| Mar 1, 2026 | 5 | 6 | 18 | 0 | 0 | 38% | |
| Feb 1, 2026 | 6 | 5 | 18 | 0 | 0 | 38% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.18 | $1.14–$1.23 | 16.7% | +1.3% | 9↑ 4↓ | $0.9B | 17 |
| Next Q | $1.19 | $1.13–$1.28 | 17.6% | +0.1% | 4↑ 9↓ | $0.9B | 17 |
| Current FY | $4.62 | $4.53–$4.76 | 20.3% | +2.1% | 16↑ 0↓ | $3.5B | 19 |
| Next FY | $5.21 | $4.96–$5.63 | 12.8% | +2.2% | 14↑ 2↓ | $3.8B | 20 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.179 | — |
| 7d ago | $1.179 | — |
| 30d ago | $1.164 | +0.015 |
| 60d ago | $1.164 | +0.015 |
| 90d ago | $1.164 | +0.015 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 20,870,306 | $927.1M | 14.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11,594,282 | $515.0M | 7.8% | — |
| AQR CAPITAL MANAGEMENT LLC | 8,972,591 | $398.6M | 6.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 8,770,642 | $389.6M | 5.9% | — |
| Capital World Investors | 7,055,601 | $313.4M | 4.8% | — |
| STATE STREET CORP | 6,283,069 | $279.1M | 4.2% | — |
| AMERIPRISE FINANCIAL INC | 6,165,568 | $273.9M | 4.2% | ADD +52.8% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5,581,037 | $247.9M | 3.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,112,381 | $184.4M | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | ADD | 4,036,376 | 6,165,568 | +52.8% | $273.9M |
| FEDERATED HERMES, INC. | ADD | 1,887,900 | 3,334,645 | +76.6% | $148.1M |
| FMR LLC | ADD | 2,398,865 | 3,070,318 | +28.0% | $136.4M |
| NORGES BANK | NEW | — | 2,446,076 | — | $108.7M |
| GOLDMAN SACHS GROUP INC | TRIM | 3,055,259 | 1,976,770 | -35.3% | $87.8M |
| D. E. Shaw & Co., Inc. | TRIM | 2,501,812 | 1,874,363 | -25.1% | $83.3M |
| Allianz Asset Management GmbH | DOUBLED | 577,620 | 1,603,838 | +177.7% | $71.2M |
| Qube Research & Technologies Ltd | TRIM | 2,110,102 | 1,522,258 | -27.9% | $67.6M |
| Robeco Institutional Asset Management B.V. | ADD | 1,126,493 | 1,491,553 | +32.4% | $66.3M |
| CAPITAL FUND MANAGEMENT S.A. | ADD | 950,244 | 1,302,842 | +37.1% | $57.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 17, 2026 | Chatwani Robert | President General Mgr, Growth | SELL | 4,044 | $68.77 | $278.1K |
| Sep 17, 2026 | Chatwani Robert | President General Mgr, Growth | SELL | 10,632 | $69.66 | $740.6K |
| Sep 16, 2026 | Wilderotter Mary Agnes | Director | SELL | 1,096 | $70.60 | $77.4K |
| Sep 15, 2026 | Shaughnessy James P | Chief Legal Officer | EXERCISE | 1,091 | — | — |
| Sep 15, 2026 | Shaughnessy James P | Chief Legal Officer | EXERCISE | 4,129 | — | — |
| Sep 15, 2026 | Shaughnessy James P | Chief Legal Officer | EXERCISE | 1,544 | — | — |
| Sep 15, 2026 | Shaughnessy James P | Chief Legal Officer | EXERCISE | 3,024 | — | — |
| Sep 15, 2026 | Shaughnessy James P | Chief Legal Officer | EXERCISE | 3,370 | — | — |
| Sep 15, 2026 | Shaughnessy James P | Chief Legal Officer | EXERCISE | 2,187 | — | — |
| Sep 15, 2026 | Shaughnessy James P | Chief Legal Officer | EXERCISE | 2,932 | — | — |