Market Cap
$12.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 20, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 23, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Jul 22, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 22, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Jul 16, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Jul 16, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jul 15, 2026 | BNP Paribas | MAINTAIN | Outperform | — |
| Jul 14, 2026 | Roth Capital | MAINTAIN | Buy | 56% |
| Jul 10, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jun 9, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 8 | 4 | 0 | 0 | 80% | |
| Aug 1, 2026 | 8 | 8 | 4 | 0 | 0 | 80% | |
| Jul 1, 2026 | 8 | 8 | 4 | 0 | 0 | 80% | |
| Jun 1, 2026 | 8 | 9 | 4 | 0 | 0 | 81% | |
| May 1, 2026 | 7 | 10 | 4 | 0 | 0 | 81% | |
| Apr 1, 2026 | 7 | 10 | 4 | 0 | 0 | 81% | |
| Mar 1, 2026 | 7 | 10 | 3 | 0 | 0 | 85% | |
| Feb 1, 2026 | 8 | 8 | 3 | 0 | 0 | 84% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.86 | $1.78–$1.97 | 10.6% | -0.6% | 0↑ 1↓ | $1.5B | 12 |
| Next Q | $1.55 | $1.35–$1.66 | 2.5% | -0.1% | 9↑ 1↓ | $1.4B | 11 |
| Current FY | $6.16 | $6.03–$6.28 | 11.1% | -0.2% | 0↑ 1↓ | $5.1B | 14 |
| Next FY | $6.51 | $5.98–$6.83 | 5.8% | -0.2% | 11↑ 2↓ | $5.4B | 15 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.859 | — |
| 7d ago | $1.864 | -0.005 |
| 30d ago | $1.869 | -0.011 |
| 60d ago | $1.847 | +0.011 |
| 90d ago | $1.932 | -0.073 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 26,694,382 | $2.2B | 23.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 9,009,485 | $744.1M | 8.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,099,187 | $586.3M | 6.3% | — |
| STATE STREET CORP | 5,966,254 | $492.8M | 5.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,180,542 | $344.7M | 3.7% | — |
| MORGAN STANLEY | 3,757,982 | $310.4M | 3.3% | — |
| GOLDMAN SACHS GROUP INC | 3,537,179 | $292.1M | 3.1% | — |
| BANK OF AMERICA CORP /DE/ | 3,502,335 | $289.3M | 3.1% | — |
| VIKING GLOBAL INVESTORS LP | 3,107,195 | $256.6M | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| UBS Group AG | DOUBLED | 760,323 | 2,827,887 | +271.9% | $233.6M |
| Point72 Asset Management, L.P. | DOUBLED | 896,974 | 2,113,602 | +135.6% | $174.6M |
| CITADEL ADVISORS LLC | ADD | 1,217,725 | 2,008,851 | +65.0% | $165.9M |
| NORGES BANK | NEW | — | 1,820,643 | — | $150.4M |
| ROYAL BANK OF CANADA | DOUBLED | 402,365 | 1,168,245 | +190.3% | $96.5M |
| Amundi | TRIM | 1,699,565 | 1,111,762 | -34.6% | $91.8M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 264,477 | 1,060,267 | +300.9% | $87.6M |
| BARCLAYS PLC | ADD | 817,746 | 1,032,726 | +26.3% | $85.3M |
| Qube Research & Technologies Ltd | ADD | 701,691 | 931,880 | +32.8% | $77.0M |
| HSBC HOLDINGS PLC | DOUBLED | 390,582 | 798,597 | +104.5% | $66.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Stoddart Richard S | Director | AWARD | 136 | $87.68 | $11.9K |
| Sep 30, 2026 | Bowser Douglas S | Director | AWARD | 398 | $87.68 | $34.9K |
| Sep 30, 2026 | Gersh Lisa | Director | AWARD | 744 | $87.68 | $65.2K |
| Aug 31, 2026 | Barbacovi Holly | Chief People Officer | SELL | 5,057 | $94.20 | $476.4K |
| Aug 26, 2026 | Hamren Elizabeth | Director | GIFT | 1,500 | — | — |
| Aug 19, 2026 | Hight John | President, WOTC | SELL | 11,593 | $94.63 | $1.1M |
| Aug 17, 2026 | Hight John | President, WOTC | SELL | 11,229 | $96.29 | $1.1M |
| Aug 15, 2026 | Barbacovi Holly | Chief People Officer | TAX W/H | 538 | $97.15 | $52.3K |
| Aug 15, 2026 | Barbacovi Holly | Chief People Officer | TAX W/H | 6,891 | $97.15 | $669.5K |
| Aug 15, 2026 | Barbacovi Holly | Chief People Officer | AWARD | 1,187 | $97.15 | $115.3K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 24, 2026 | John Fetterman | D | SENATE | SELL | $1,001 - $15,000 | Hasbro Inc | Aug 10, 2026(18d) |