Market Cap
$33.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 10, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Jul 31, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 31, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jun 16, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| May 28, 2026 | Oppenheimer | INITIATE | Outperform | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 5 | 4 | 0 | 0 | 73% | |
| Aug 1, 2026 | 6 | 4 | 4 | 0 | 0 | 71% | |
| Jul 1, 2026 | 6 | 4 | 4 | 0 | 0 | 71% | |
| Jun 1, 2026 | 6 | 4 | 4 | 0 | 0 | 71% | |
| May 1, 2026 | 5 | 5 | 4 | 0 | 0 | 71% | |
| Apr 1, 2026 | 5 | 6 | 4 | 0 | 0 | 73% | |
| Mar 1, 2026 | 5 | 5 | 4 | 0 | 0 | 71% | |
| Feb 1, 2026 | 5 | 5 | 4 | 0 | 0 | 71% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $8.33 | $7.97–$8.82 | 26.8% | +11.1% | 8↑ 0↓ | $5.2B | 9 |
| Next Q | $8.63 | $8.38–$8.92 | 20.0% | +10.5% | 8↑ 0↓ | $5.3B | 9 |
| Current FY | $32.85 | $32.29–$33.62 | 27.0% | +11.8% | 8↑ 0↓ | $20.3B | 9 |
| Next FY | $36.75 | $33.37–$39.40 | 11.9% | +11.6% | 9↑ 0↓ | $22.3B | 10 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $8.329 | — |
| 7d ago | $8.330 | -0.001 |
| 30d ago | $7.494 | +0.835 |
| 60d ago | $7.501 | +0.829 |
| 90d ago | $7.501 | +0.829 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 4,116,754 | $3.4B | 14.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,901,344 | $2.4B | 10.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,988,553 | $1.7B | 6.8% | — |
| STATE STREET CORP | 1,978,559 | $1.6B | 6.8% | — |
| FMR LLC | 1,334,646 | $1.1B | 4.6% | TRIM -31.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,281,283 | $1.1B | 4.4% | — |
| AQR CAPITAL MANAGEMENT LLC | 930,817 | $759.6M | 3.1% | — |
| FIRST TRUST ADVISORS LP | 772,897 | $641.4M | 2.7% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 613,035 | $508.7M | 2.1% | — |
| VICTORY CAPITAL MANAGEMENT INC | 587,535 | $487.6M | 2.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | TRIM | 1,958,824 | 1,334,646 | -31.9% | $1.1B |
| GOLDMAN SACHS GROUP INC | ADD | 292,341 | 572,283 | +95.8% | $474.9M |
| NORGES BANK | NEW | — | 526,648 | — | $437.1M |
| FULLER & THALER ASSET MANAGEMENT, INC. | ADD | 290,790 | 439,676 | +51.2% | $364.9M |
| Value Aligned Research Advisors, LLC | ADD | 223,521 | 349,960 | +56.6% | $290.4M |
| Qube Research & Technologies Ltd | ADD | 169,410 | 328,009 | +93.6% | $272.2M |
| ROYAL BANK OF CANADA | ADD | 116,827 | 192,456 | +64.7% | $159.7M |
| UBS Group AG | TRIM | 355,018 | 178,305 | -49.8% | $148.0M |
| AMERIPRISE FINANCIAL INC | TRIM | 327,915 | 168,379 | -48.7% | $139.7M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | TRIM | 291,189 | 164,516 | -43.5% | $136.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 31, 2026 | Mauricio Maxine Lum | CAO, EVP & General Counsel | AWARD | 4 | — | — |
| Jul 31, 2026 | Guzzi Anthony | Chairman, President and CEO | AWARD | 13 | — | — |
| Jul 31, 2026 | Altmeyer John W | Director | AWARD | 3 | — | — |
| Jul 31, 2026 | Nalbandian Jason R | SVP, Chief Acct Officer & CFO | AWARD | 4 | — | — |
| Jun 17, 2026 | Lowe Carol P | Director | SELL | 950 | $844.50 | $802.3K |
| Jun 4, 2026 | Altmeyer John W | Director | AWARD | 304 | — | — |
| Jun 4, 2026 | DAHL AMY E | Director | AWARD | 230 | — | — |
| Jun 4, 2026 | Johnson Ronald L | Director | AWARD | 230 | — | — |
| Jun 4, 2026 | Lowe Carol P | Director | AWARD | 304 | — | — |
| Jun 4, 2026 | MCEVOY M KEVIN | Director | AWARD | 230 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 25, 2026 | April McClain Delaney | D | HOUSE | SELL | $100,001 - $250,000 | EMCOR Group Inc | Sep 10, 2026(17d) |
| Aug 10, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | EMCOR Group Inc | Sep 7, 2026(29d) |
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | EMCOR Group Inc | Aug 12, 2026(37d) |
| Feb 27, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | EMCOR Group Inc | Mar 11, 2026(13d) |
| Feb 4, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | EMCOR Group Inc | Mar 11, 2026(36d) |