Market Cap
$10.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 30, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jul 14, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 6 | 2 | 0 | 0 | 83% | |
| Aug 1, 2026 | 4 | 6 | 2 | 0 | 0 | 83% | |
| Jul 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| Jun 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| May 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| Apr 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| Mar 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| Feb 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.96 | $1.95–$1.97 | 19.5% | +0.0% | 5↑ 0↓ | $1.5B | 5 |
| Next Q | $2.07 | $2.01–$2.09 | 13.5% | +0.0% | 5↑ 0↓ | $1.6B | 5 |
| Current FY | $7.79 | $7.73–$7.82 | 18.6% | +0.0% | 5↑ 0↓ | $5.9B | 5 |
| Next FY | $8.55 | $8.41–$8.83 | 9.7% | +0.0% | 5↑ 0↓ | $6.5B | 5 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.959 | — |
| 7d ago | $1.959 | — |
| 30d ago | $1.959 | — |
| 60d ago | $1.902 | +0.057 |
| 90d ago | $1.902 | +0.057 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,846,650 | $937.2M | 14.3% | — |
| BAILLIE GIFFORD & CO | 5,029,273 | $806.2M | 12.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,866,559 | $459.5M | 7.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,624,612 | $420.7M | 6.4% | — |
| FMR LLC | 2,540,352 | $407.2M | 6.2% | — |
| WASATCH ADVISORS LP | 2,278,324 | $365.2M | 5.6% | — |
| Capital Research Global Investors | 2,019,706 | $323.8M | 4.9% | ADD +44.0% |
| STATE STREET CORP | 1,797,579 | $288.3M | 4.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,667,955 | $267.4M | 4.1% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,075,099 | $172.3M | 2.6% | DOUBLED +134.9% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital Research Global Investors | ADD | 1,402,108 | 2,019,706 | +44.0% | $323.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 457,667 | 1,075,099 | +134.9% | $172.3M |
| NORGES BANK | NEW | — | 728,801 | — | $116.8M |
| NORTHERN TRUST CORP | TRIM | 767,160 | 544,869 | -29.0% | $87.3M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 751,063 | 434,270 | -42.2% | $69.6M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 31,545 | 376,325 | +1093.0% | $60.3M |
| FIRST TRUST ADVISORS LP | ADD | 185,708 | 327,529 | +76.4% | $52.5M |
| Point72 Asset Management, L.P. | DOUBLED | 8,648 | 310,627 | +3491.9% | $49.8M |
| RAYMOND JAMES FINANCIAL INC | ADD | 202,881 | 259,278 | +27.8% | $41.6M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 64,702 | 239,149 | +269.6% | $38.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | Uychiat Pison Marivic | Director | GIFT | 580 | — | — |
| Aug 11, 2026 | Burton Spencer | President and COO | GIFT | 2,500 | — | — |
| Jul 27, 2026 | Blouin Ann Scott | Director | SELL | 175 | $181.88 | $31.8K |
| Jul 27, 2026 | Blouin Ann Scott | Director | SELL | 200 | $185.00 | $37.0K |
| Jul 20, 2026 | Agwunobi John O | Director | SELL | 392 | $171.06 | $67.1K |
| Jul 16, 2026 | Parkinson Mark Vincent | Director | SELL | 100 | $168.12 | $16.8K |
| Jul 15, 2026 | Shaw Daren | Director | AWARD | 600 | — | — |
| Jul 15, 2026 | Agwunobi John O | Director | AWARD | 600 | — | — |
| Jul 15, 2026 | SMITH BARRY M | Director | AWARD | 600 | — | — |
| Jul 15, 2026 | Abbott Swati Bargotra | Director | AWARD | 600 | — | — |