Market Cap
$12.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 24, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Jul 22, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 21, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 15, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Jul 13, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 13, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Jul 10, 2026 | Jefferies | MAINTAIN | Hold | 53% |
| Jul 9, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 6, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jun 23, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 14 | 5 | 0 | 0 | 78% | |
| Aug 1, 2026 | 4 | 14 | 5 | 0 | 0 | 78% | |
| Jul 1, 2026 | 4 | 14 | 5 | 0 | 0 | 78% | |
| Jun 1, 2026 | 4 | 14 | 5 | 0 | 0 | 78% | |
| May 1, 2026 | 4 | 14 | 5 | 0 | 0 | 78% | |
| Apr 1, 2026 | 4 | 14 | 4 | 0 | 0 | 82% | |
| Mar 1, 2026 | 4 | 12 | 4 | 0 | 0 | 80% | |
| Feb 1, 2026 | 4 | 12 | 4 | 0 | 0 | 80% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.90 | $4.77–$4.99 | 1.8% | +0.4% | 7↑ 0↓ | $1.6B | 9 |
| Next Q | $3.78 | $3.67–$3.97 | 11.5% | -0.2% | 1↑ 6↓ | $1.6B | 9 |
| Current FY | $15.71 | $15.55–$15.76 | 8.2% | +0.1% | 8↑ 0↓ | $6.4B | 11 |
| Next FY | $16.52 | $16.03–$16.85 | 5.1% | +0.0% | 1↑ 6↓ | $6.8B | 11 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.897 | — |
| 7d ago | $4.897 | — |
| 30d ago | $4.876 | +0.021 |
| 60d ago | $4.699 | +0.198 |
| 90d ago | $4.685 | +0.212 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,528,883 | $987.9M | 10.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,080,734 | $907.8M | 9.5% | — |
| Invesco Ltd. | 4,619,219 | $825.4M | 8.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,181,598 | $747.2M | 7.8% | — |
| STATE STREET CORP | 3,735,409 | $667.4M | 7.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,804,413 | $500.4M | 5.2% | — |
| DIMENSIONAL FUND ADVISORS LP | 2,393,372 | $427.7M | 4.5% | — |
| MORGAN STANLEY | 1,940,584 | $346.7M | 3.6% | — |
| AQR CAPITAL MANAGEMENT LLC | 1,515,987 | $270.9M | 2.8% | — |
| Nuveen, LLC | 1,496,640 | $267.4M | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | ADD | 1,026,246 | 1,355,811 | +32.1% | $242.3M |
| NORGES BANK | NEW | — | 915,219 | — | $163.5M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 1,323,481 | 761,798 | -42.4% | $136.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | ADD | 271,693 | 415,201 | +52.8% | $74.2M |
| UBS Group AG | ADD | 241,395 | 356,369 | +47.6% | $63.7M |
| Russell Investments Group, Ltd. | ADD | 254,046 | 340,631 | +34.1% | $60.9M |
| JPMORGAN CHASE & CO | ADD | 206,817 | 273,463 | +32.2% | $49.7M |
| Gotham Asset Management, LLC | ADD | 161,398 | 253,272 | +56.9% | $45.3M |
| Artisan Partners Limited Partnership | TRIM | 295,969 | 190,108 | -35.8% | $34.0M |
| Amundi | DOUBLED | 39,821 | 162,223 | +307.4% | $29.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 22, 2026 | Hensley Robert Edward | EVP & Chief Investment Officer | EXERCISE | 10,000 | $103.23 | $1.0M |
| Sep 22, 2026 | Hensley Robert Edward | EVP & Chief Investment Officer | SELL | 3,344 | $169.53 | $566.9K |
| Sep 22, 2026 | Hensley Robert Edward | EVP & Chief Investment Officer | SELL | 6,656 | $170.34 | $1.1M |
| Aug 7, 2026 | MITCHELL ROBERT BRIAN | EVP, General Counsel and CRO | EXERCISE | 23,000 | $103.23 | $2.4M |
| Aug 7, 2026 | MITCHELL ROBERT BRIAN | EVP, General Counsel and CRO | SELL | 10,529 | $183.83 | $1.9M |
| Aug 7, 2026 | MITCHELL ROBERT BRIAN | EVP, General Counsel and CRO | SELL | 1,017 | $184.75 | $187.9K |
| Aug 7, 2026 | MITCHELL ROBERT BRIAN | EVP, General Counsel and CRO | SELL | 11,454 | $182.77 | $2.1M |
| Jul 31, 2026 | Darden James Matthew | Co-Chairman & CEO | SELL | 49,600 | $182.43 | $9.0M |
| Jul 31, 2026 | Darden James Matthew | Co-Chairman & CEO | EXERCISE | 50,000 | $98.32 | $4.9M |
| Jul 31, 2026 | Darden James Matthew | Co-Chairman & CEO | SELL | 400 | $183.36 | $73.3K |