Market Cap
$9.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 31, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 31, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jun 24, 2026 | TD Cowen | DOWNGRADE | Hold | 56% |
| May 1, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Apr 14, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Apr 13, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 5 | 6 | 0 | 0 | 65% | |
| Aug 1, 2026 | 6 | 5 | 6 | 0 | 0 | 65% | |
| Jul 1, 2026 | 6 | 6 | 5 | 0 | 0 | 71% | |
| Jun 1, 2026 | 6 | 7 | 4 | 0 | 0 | 76% | |
| May 1, 2026 | 6 | 7 | 4 | 0 | 0 | 76% | |
| Apr 1, 2026 | 6 | 7 | 4 | 0 | 0 | 76% | |
| Mar 1, 2026 | 6 | 7 | 4 | 0 | 0 | 76% | |
| Feb 1, 2026 | 6 | 7 | 4 | 0 | 0 | 76% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.99 | $0.96–$1.04 | 9.5% | -0.7% | 0↑ 1↓ | $1.2B | 11 |
| Next Q | $1.33 | $1.19–$1.43 | 19.5% | +0.1% | 1↑ 0↓ | $1.4B | 11 |
| Current FY | $4.11 | $4.05–$4.20 | 13.0% | -0.0% | 1↑ 0↓ | $4.9B | 11 |
| Next FY | $4.64 | $4.55–$4.74 | 12.9% | -0.3% | 0↑ 1↓ | $5.2B | 11 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.985 | — |
| 7d ago | $0.989 | -0.003 |
| 30d ago | $0.992 | -0.007 |
| 60d ago | $1.003 | -0.017 |
| 90d ago | $1.065 | -0.079 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 13,479,378 | $999.6M | 13.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,230,091 | $462.0M | 6.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,766,004 | $427.6M | 5.6% | — |
| UBS Group AG | 5,649,681 | $419.0M | 5.5% | — |
| D1 Capital Partners L.P. | 4,968,713 | $368.5M | 4.8% | — |
| STATE STREET CORP | 4,173,333 | $310.4M | 4.1% | — |
| FIL Ltd | 4,163,193 | $308.7M | 4.0% | NEW |
| Nuveen, LLC | 3,411,142 | $253.0M | 3.3% | — |
| EARNEST PARTNERS LLC | 3,394,740 | $251.8M | 3.3% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3,024,862 | $226.8M | 3.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FIL Ltd | NEW | — | 4,163,193 | — | $308.7M |
| JPMORGAN CHASE & CO | ADD | 2,110,843 | 3,058,486 | +44.9% | $224.5M |
| Swedbank AB | DOUBLED | 300,238 | 2,151,450 | +616.6% | $159.6M |
| BANK OF AMERICA CORP /DE/ | ADD | 1,159,171 | 1,947,136 | +68.0% | $144.4M |
| NORGES BANK | NEW | — | 1,443,317 | — | $107.0M |
| Starboard Value LP | NEW | — | 1,441,600 | — | $106.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | TRIM | 2,706,364 | 1,379,051 | -49.0% | $102.3M |
| Capital World Investors | ADD | 942,871 | 1,368,472 | +45.1% | $101.5M |
| AMERICAN CENTURY COMPANIES INC | ADD | 874,518 | 1,254,144 | +43.4% | $93.0M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | DOUBLED | 462,448 | 1,233,291 | +166.7% | $91.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | Hudson Susan Claire | Chief Legal Officer | AWARD | 33 | $73.12 | $2.4K |
| Sep 23, 2026 | Klopfer Matthew Carl | President, FPD | EXERCISE | 3,049 | — | — |
| Sep 23, 2026 | Klopfer Matthew Carl | President, FPD | TAX W/H | 1,200 | $74.67 | $89.6K |
| Sep 23, 2026 | Klopfer Matthew Carl | President, FPD | EXERCISE | 3,010 | — | — |
| Sep 1, 2026 | Hudson Susan Claire | Chief Legal Officer | AWARD | 31 | $79.09 | $2.5K |
| Aug 11, 2026 | Johnson Cheryl H | Director | AWARD | 445 | $80.64 | $35.9K |
| Aug 11, 2026 | GARRISON JOHN L JR | Director | AWARD | 944 | $80.64 | $76.1K |
| Aug 11, 2026 | CHANDY RUBY R | Director | AWARD | 82 | $80.64 | $6.6K |
| Aug 3, 2026 | Hudson Susan Claire | Chief Legal Officer | AWARD | 48 | $75.99 | $3.6K |
| Jul 1, 2026 | Hudson Susan Claire | Chief Legal Officer | AWARD | 33 | $74.16 | $2.4K |