Market Cap
$5.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 31, 2026 | Goldman Sachs | MAINTAIN | Sell | 54% |
| Jul 31, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jul 9, 2026 | Goldman Sachs | DOWNGRADE | Sell | 54% |
| Jun 26, 2026 | Stephens & Co. | INITIATE | Overweight | 54% |
| May 28, 2026 | Oppenheimer | INITIATE | Outperform | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 3 | 1 | 1 | 0 | 78% | |
| Aug 1, 2026 | 4 | 3 | 1 | 1 | 0 | 78% | |
| Jul 1, 2026 | 4 | 3 | 2 | 0 | 0 | 78% | |
| Jun 1, 2026 | 3 | 3 | 2 | 0 | 0 | 75% | |
| May 1, 2026 | 2 | 3 | 2 | 0 | 0 | 71% | |
| Apr 1, 2026 | 2 | 4 | 2 | 0 | 0 | 75% | |
| Mar 1, 2026 | 2 | 4 | 2 | 0 | 0 | 75% | |
| Feb 1, 2026 | 2 | 4 | 2 | 0 | 0 | 75% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.41 | $2.95–$3.87 | 26.2% | +0.7% | 3↑ 0↓ | $1.7B | 5 |
| Next Q | $1.54 | $1.47–$1.65 | 9.7% | +0.9% | 1↑ 2↓ | $1.3B | 5 |
| Current FY | $7.11 | $6.82–$7.47 | 17.1% | +0.4% | 2↑ 1↓ | $5.4B | 6 |
| Next FY | $8.06 | $7.35–$8.93 | 13.3% | +0.8% | 2↑ 1↓ | $5.9B | 6 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.406 | — |
| 7d ago | $3.382 | +0.024 |
| 30d ago | $3.382 | +0.024 |
| 60d ago | $3.210 | +0.196 |
| 90d ago | $3.150 | +0.256 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 6,866,256 | $1.1B | 17.0% | — |
| FMR LLC | 5,707,187 | $902.2M | 14.1% | ADD +28.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,439,945 | $385.7M | 6.0% | — |
| STATE STREET CORP | 2,326,402 | $368.1M | 5.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,970,342 | $311.5M | 4.9% | — |
| FIRST TRUST ADVISORS LP | 1,320,136 | $208.7M | 3.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,272,334 | $201.2M | 3.1% | — |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 1,118,881 | $176.9M | 2.8% | — |
| MILLENNIUM MANAGEMENT LLC | 1,086,252 | $171.7M | 2.7% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,062,571 | $168.0M | 2.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 4,433,887 | 5,707,187 | +28.7% | $902.2M |
| AMERICAN CENTURY COMPANIES INC | TRIM | 1,028,320 | 574,862 | -44.1% | $90.9M |
| NORGES BANK | NEW | — | 448,793 | — | $70.9M |
| GOLDMAN SACHS GROUP INC | TRIM | 761,809 | 408,678 | -46.4% | $64.6M |
| BANK OF AMERICA CORP /DE/ | TRIM | 639,022 | 372,559 | -41.7% | $58.9M |
| JPMORGAN CHASE & CO | TRIM | 468,027 | 336,240 | -28.2% | $53.8M |
| Boston Partners | TRIM | 510,851 | 338,119 | -33.8% | $52.0M |
| Qube Research & Technologies Ltd | TRIM | 530,953 | 254,864 | -52.0% | $40.3M |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 126,572 | 245,464 | +93.9% | $38.8M |
| Squarepoint Ops LLC | ADD | 164,156 | 228,163 | +39.0% | $36.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 6, 2026 | HERNANDEZ CARLOS M | Director | BUY | 400 | $123.99 | $49.6K |
| Aug 6, 2026 | NASH GEORGE | Director | AWARD | 993 | — | — |
| Jun 15, 2026 | Romer John Timothy | Director | BUY | 273 | $143.40 | $39.1K |
| Jun 15, 2026 | Romer John Timothy | Director | BUY | 102 | $144.32 | $14.7K |
| Jun 12, 2026 | Romer John Timothy | Director | BUY | 375 | $141.79 | $53.2K |
| Jun 8, 2026 | Williams Bradley Jay | Senior Vice President | SELL | 6,734 | $141.00 | $949.5K |
| Jun 8, 2026 | Tatusko Michael G | Senior Vice President | SELL | 7,500 | $141.00 | $1.1M |
| Jun 8, 2026 | Romer John Timothy | Director | AWARD | 1,036 | — | — |
| Jun 8, 2026 | Mullen Laura M | Director | AWARD | 1,036 | — | — |
| Jun 8, 2026 | Mastin Celeste Beeks | Director | AWARD | 1,036 | — | — |