Market Cap
$12.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 27, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Jul 24, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 16, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 9, 2026 | Wolfe Research | DOWNGRADE | Peer Perform | 52% |
| Apr 27, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Apr 24, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 6 | 8 | 1 | 0 | 44% | |
| Aug 1, 2026 | 1 | 6 | 8 | 1 | 0 | 44% | |
| Jul 1, 2026 | 2 | 6 | 7 | 1 | 0 | 50% | |
| Jun 1, 2026 | 2 | 6 | 7 | 1 | 0 | 50% | |
| May 1, 2026 | 2 | 6 | 7 | 1 | 0 | 50% | |
| Apr 1, 2026 | 2 | 6 | 7 | 1 | 0 | 50% | |
| Mar 1, 2026 | 3 | 6 | 7 | 1 | 0 | 53% | |
| Feb 1, 2026 | 3 | 6 | 7 | 1 | 0 | 53% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.83 | $0.80–$0.86 | 13.7% | -0.7% | 0↑ 1↓ | $0.6B | 8 |
| Next Q | $0.87 | $0.84–$0.91 | 13.3% | +0.0% | 0↑ 1↓ | $0.6B | 8 |
| Current FY | $3.29 | $3.18–$3.38 | 11.4% | -0.3% | 0↑ 1↓ | $2.4B | 9 |
| Next FY | $3.50 | $3.39–$3.60 | 6.4% | -0.7% | 1↑ 1↓ | $2.5B | 9 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.830 | — |
| 7d ago | $0.834 | -0.004 |
| 30d ago | $0.836 | -0.006 |
| 60d ago | $0.797 | +0.033 |
| 90d ago | $0.797 | +0.033 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 18,469,389 | $1.4B | 16.7% | — |
| STATE STREET CORP | 8,139,970 | $615.5M | 7.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,046,164 | $608.4M | 7.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,467,406 | $564.6M | 6.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 5,095,935 | $384.6M | 4.6% | — |
| MORGAN STANLEY | 4,132,932 | $312.5M | 3.7% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3,831,756 | $289.7M | 3.5% | — |
| MAIRS & POWER INC | 3,797,451 | $287.1M | 3.4% | — |
| Fiera Capital Corp | 3,432,256 | $259.5M | 3.1% | — |
| PineStone Asset Management Inc. | 3,185,789 | $240.9M | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 2,130,052 | — | $161.1M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 1,252,894 | 1,847,493 | +47.5% | $151.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 954,347 | 1,650,927 | +73.0% | $124.8M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | ADD | 1,063,694 | 1,366,262 | +28.4% | $103.3M |
| Qube Research & Technologies Ltd | DOUBLED | 71,432 | 1,200,423 | +1580.5% | $90.8M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 721,700 | 1,108,600 | +53.6% | $83.8M |
| GOLDMAN SACHS GROUP INC | ADD | 563,592 | 1,023,765 | +81.7% | $77.4M |
| UBS Group AG | TRIM | 1,055,994 | 730,246 | -30.8% | $55.2M |
| BROWN BROTHERS HARRIMAN & CO | DOUBLED | 317,423 | 675,686 | +112.9% | $51.1M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 997,545 | 673,598 | -32.5% | $50.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | Hedlund Steven B | Director | AWARD | 2,710 | — | — |
| Aug 3, 2026 | Etchart Eric | Director | SELL | 3,218 | $80.01 | $257.5K |
| Aug 3, 2026 | Etchart Eric | Director | EXERCISE | 3,218 | $36.09 | $116.1K |
| Jul 1, 2026 | Anfang Heather L | Director | AWARD | 352.81 | $75.61 | $26.7K |
| Jul 1, 2026 | Black Archie C. | Director | AWARD | 352.81 | $75.61 | $26.7K |
| Jul 1, 2026 | Etchart Eric | Director | AWARD | 173.92 | $75.61 | $13.2K |
| Jul 1, 2026 | FERAGEN JODY H | Director | AWARD | 413.98 | $75.61 | $31.3K |
| Jul 1, 2026 | GILLIGAN J KEVIN | Director | AWARD | 620.94 | $75.61 | $46.9K |
| Jul 1, 2026 | Wheeler Kevin J. | Director | AWARD | 331.32 | $75.61 | $25.1K |
| Apr 27, 2026 | Simon Andrea Helen | Director | BUY | 1,240 | $80.53 | $99.9K |