Market Cap
$30.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Sep 1, 2026 | Rosenblatt | INITIATE | Neutral | 54% |
| Aug 25, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Aug 24, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 20, 2026 | Wedbush | MAINTAIN | Outperform | 57% |
| Aug 12, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 7, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Aug 7, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 7, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Aug 6, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 11 | 24 | 0 | 0 | 47% | |
| Aug 1, 2026 | 10 | 12 | 22 | 0 | 0 | 50% | |
| Jul 1, 2026 | 9 | 12 | 23 | 0 | 0 | 48% | |
| Jun 1, 2026 | 9 | 12 | 23 | 0 | 0 | 48% | |
| May 1, 2026 | 9 | 12 | 22 | 1 | 0 | 48% | |
| Apr 1, 2026 | 9 | 12 | 23 | 0 | 0 | 48% | |
| Mar 1, 2026 | 8 | 12 | 24 | 0 | 0 | 45% | |
| Feb 1, 2026 | 8 | 12 | 24 | 0 | 0 | 45% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $8.86 | $7.72–$11.24 | 17.0% | +0.9% | 15↑ 5↓ | $4.7B | 26 |
| Next Q | $4.57 | $3.46–$6.01 | 20.8% | +0.9% | 16↑ 4↓ | $3.7B | 25 |
| Current FY | $21.02 | $18.23–$25.34 | 32.5% | +0.7% | 21↑ 3↓ | $16.2B | 30 |
| Next FY | $24.51 | $20.18–$30.89 | 16.6% | +1.3% | 21↑ 6↓ | $17.4B | 32 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $8.859 | — |
| 7d ago | $8.844 | +0.015 |
| 30d ago | $8.776 | +0.083 |
| 60d ago | $8.458 | +0.402 |
| 90d ago | $8.517 | +0.343 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 10,274,676 | $2.6B | 12.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,477,741 | $1.9B | 9.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,809,377 | $1.5B | 7.1% | — |
| STATE STREET CORP | 5,672,465 | $1.5B | 6.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,989,877 | $1.0B | 4.9% | — |
| AQR CAPITAL MANAGEMENT LLC | 3,104,499 | $794.4M | 3.8% | — |
| NORGES BANK | 2,869,833 | $734.3M | 3.5% | NEW |
| JPMORGAN CHASE & CO | 2,417,016 | $641.2M | 3.0% | — |
| Invesco Ltd. | 2,424,773 | $620.5M | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 2,869,833 | — | $734.3M |
| FIRST TRUST ADVISORS LP | ADD | 1,191,528 | 1,829,197 | +53.5% | $468.1M |
| ALKEON CAPITAL MANAGEMENT LLC | TRIM | 2,475,276 | 1,825,276 | -26.3% | $467.1M |
| Amundi | ADD | 645,778 | 1,271,526 | +96.9% | $325.4M |
| BARCLAYS PLC | ADD | 619,115 | 1,182,063 | +90.9% | $302.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | ADD | 640,788 | 1,122,837 | +75.2% | $287.3M |
| Boston Partners | ADD | 676,698 | 1,099,160 | +62.4% | $281.3M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | ADD | 572,034 | 804,985 | +40.7% | $206.0M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | ADD | 544,445 | 785,137 | +44.2% | $200.9M |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 465,156 | 780,140 | +67.7% | $199.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 24, 2026 | Dzielak Robert J | Chief Legal Officer & Sec'y | SELL | 1,004 | $335.00 | $336.3K |
| Aug 18, 2026 | Soliday Lance A | SVP & Chief Accounting Officer | SELL | 2,810 | $323.65 | $909.5K |
| Aug 17, 2026 | Dzielak Robert J | Chief Legal Officer & Sec'y | SELL | 2,000 | $330.50 | $661.0K |
| Aug 15, 2026 | Dzielak Robert J | Chief Legal Officer & Sec'y | EXERCISE | 1,546 | — | — |
| Aug 15, 2026 | Diller Barry | Chairman & Sr. Executive | EXERCISE | 1,473 | — | — |
| Aug 15, 2026 | Andersen Derek | Chief Financial Officer | TAX W/H | 3,624 | $332.69 | $1.2M |
| Aug 15, 2026 | Diller Barry | Chairman & Sr. Executive | EXERCISE | 1,601 | — | — |
| Aug 15, 2026 | Gorin Ariane | Chief Executive Officer | TAX W/H | 6,660 | $332.69 | $2.2M |
| Aug 15, 2026 | Dzielak Robert J | Chief Legal Officer & Sec'y | TAX W/H | 2,334 | $332.69 | $776.5K |
| Aug 15, 2026 | Soliday Lance A | SVP & Chief Accounting Officer | TAX W/H | 481 | $332.69 | $160.0K |