Market Cap
$12.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 4, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Sep 3, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Sep 3, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Sep 3, 2026 | Telsey Advisory Group | MAINTAIN | Outperform | 51% |
| Sep 3, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 3, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Sep 3, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Sep 3, 2026 | UBS | MAINTAIN | Buy | 55% |
| Sep 3, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 14 | 10 | 0 | 0 | 70% | |
| Aug 1, 2026 | 8 | 15 | 10 | 0 | 0 | 70% | |
| Jul 1, 2026 | 7 | 14 | 12 | 0 | 0 | 64% | |
| Jun 1, 2026 | 8 | 14 | 10 | 0 | 0 | 69% | |
| May 1, 2026 | 8 | 14 | 11 | 0 | 0 | 67% | |
| Apr 1, 2026 | 8 | 14 | 11 | 0 | 0 | 67% | |
| Mar 1, 2026 | 6 | 14 | 12 | 0 | 0 | 63% | |
| Feb 1, 2026 | 5 | 14 | 12 | 1 | 0 | 59% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.14 | $1.10–$1.24 | 67.2% | +33.7% | 20↑ 1↓ | $1.2B | 22 |
| Next Q | $5.21 | $5.02–$5.46 | 20.9% | +9.1% | 21↑ 0↓ | $1.9B | 22 |
| Current FY | $10.25 | $10.08–$10.50 | 53.6% | +10.9% | 23↑ 0↓ | $5.7B | 23 |
| Next FY | $11.06 | $10.16–$12.00 | 8.0% | +11.0% | 23↑ 0↓ | $6.2B | 24 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.137 | — |
| 7d ago | $1.137 | — |
| 30d ago | $0.850 | +0.287 |
| 60d ago | $0.808 | +0.329 |
| 90d ago | $0.802 | +0.335 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 5,366,632 | $964.9M | 12.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,495,633 | $448.7M | 5.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,376,398 | $427.3M | 5.6% | — |
| AQR CAPITAL MANAGEMENT LLC | 1,923,492 | $340.0M | 4.4% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 1,811,650 | $325.7M | 4.3% | ADD +54.4% |
| STATE STREET CORP | 1,724,229 | $310.0M | 4.0% | — |
| TWO SIGMA INVESTMENTS, LP | 1,605,648 | $288.7M | 3.8% | — |
| MARSHALL WACE, LLP | 1,537,377 | $276.4M | 3.6% | — |
| FEDERATED HERMES, INC. | 1,329,016 | $238.9M | 3.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 1,173,601 | 1,811,650 | +54.4% | $325.7M |
| AMERICAN CENTURY COMPANIES INC | TRIM | 1,817,317 | 1,139,293 | -37.3% | $204.8M |
| SRS Investment Management, LLC | ADD | 722,826 | 1,105,109 | +52.9% | $198.7M |
| NORGES BANK | NEW | — | 710,784 | — | $127.8M |
| D. E. Shaw & Co., Inc. | TRIM | 1,405,810 | 638,465 | -54.6% | $114.8M |
| Capital World Investors | TRIM | 1,248,654 | 624,334 | -50.0% | $112.2M |
| UBS Group AG | TRIM | 880,247 | 551,979 | -37.3% | $99.2M |
| MORGAN STANLEY | TRIM | 822,143 | 427,595 | -48.0% | $76.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 258,218 | 403,543 | +56.3% | $72.6M |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 1,700 | 366,300 | +21447.1% | $65.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 23, 2026 | BULL KENNETH R | COO | AWARD | 1,866 | — | — |
| Sep 23, 2026 | Gellerman Maureen Marie | CHRO | AWARD | 224 | — | — |
| Sep 23, 2026 | SPECTER ERIC M | CAO | AWARD | 672 | — | — |
| Sep 23, 2026 | Jhunjhunwala Amit | Chief Information Officer | AWARD | 522 | — | — |
| Sep 23, 2026 | Poliner Graham | CSBIAO | AWARD | 224 | — | — |
| Sep 21, 2026 | Settersten Scott M | Director | AWARD | 545 | — | — |
| Sep 14, 2026 | SPECTER ERIC M | CAO | SELL | 5,500 | $248.99 | $1.4M |
| Sep 10, 2026 | Lathi Dinesh S. | Director | GIFT | 110 | — | — |
| Sep 10, 2026 | Hawkins Jacob Kimball | CMOO | SELL | 818 | $248.88 | $203.6K |
| Sep 9, 2026 | Gellerman Maureen Marie | CHRO | SELL | 1,610 | $248.94 | $400.8K |