Market Cap
$28.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 11, 2026 | RBC Capital | INITIATE | Sector Perform | 55% |
| Aug 28, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Aug 27, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Aug 27, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 27, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Aug 24, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Aug 24, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Aug 12, 2026 | Goldman Sachs | MAINTAIN | Sell | 54% |
| Jun 2, 2026 | Goldman Sachs | MAINTAIN | Sell | 54% |
| May 28, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 1 | 13 | 10 | 1 | 8% | |
| Aug 1, 2026 | 1 | 1 | 13 | 10 | 1 | 8% | |
| Jul 1, 2026 | 1 | 1 | 13 | 10 | 1 | 8% | |
| Jun 1, 2026 | 1 | 1 | 13 | 10 | 1 | 8% | |
| May 1, 2026 | 2 | 1 | 12 | 10 | 1 | 12% | |
| Apr 1, 2026 | 2 | 2 | 11 | 10 | 1 | 15% | |
| Mar 1, 2026 | 2 | 2 | 11 | 10 | 1 | 15% | |
| Feb 1, 2026 | 1 | 1 | 14 | 9 | 1 | 8% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.75 | $0.71–$0.79 | -19.8% | +11.3% | 11↑ 0↓ | $15.3B | 13 |
| Next Q | $0.70 | $0.63–$0.81 | -13.1% | +3.1% | 5↑ 3↓ | $14.7B | 12 |
| Current FY | $3.24 | $3.15–$3.36 | 4.0% | +7.5% | 13↑ 0↓ | $59.9B | 16 |
| Next FY | $3.14 | $2.75–$3.54 | -3.3% | +4.3% | 11↑ 3↓ | $59.9B | 18 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.746 | — |
| 7d ago | $0.746 | +0.000 |
| 30d ago | $0.670 | +0.076 |
| 60d ago | $0.670 | +0.076 |
| 90d ago | $0.670 | +0.076 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 107,463,839 | $2.4B | 16.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 59,650,437 | $1.3B | 9.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 58,027,884 | $1.3B | 8.9% | — |
| STATE STREET CORP | 52,843,678 | $1.2B | 8.3% | — |
| DODGE & COX | 42,627,828 | $935.3M | 6.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 30,617,807 | $671.8M | 4.7% | — |
| PRIMECAP MANAGEMENT CO/CA/ | 24,885,325 | $546.0M | 3.8% | — |
| Invesco Ltd. | 19,253,526 | $422.4M | 3.0% | — |
| DnB Asset Management AS | 18,841,944 | $413.4M | 2.9% | — |
| AQR CAPITAL MANAGEMENT LLC | 18,041,490 | $395.8M | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| UBS Group AG | TRIM | 12,658,848 | 9,171,525 | -27.5% | $201.2M |
| MENORA MIVTACHIM HOLDINGS LTD. | DOUBLED | 4,250,000 | 8,771,000 | +106.4% | $192.4M |
| Allianz Asset Management GmbH | ADD | 6,456,954 | 8,157,982 | +26.3% | $179.0M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 7,429,753 | 4,700,900 | -36.7% | $103.1M |
| AMERIPRISE FINANCIAL INC | TRIM | 4,947,750 | 3,627,015 | -26.7% | $79.6M |
| Amundi | TRIM | 5,187,691 | 3,489,753 | -32.7% | $76.6M |
| D. E. Shaw & Co., Inc. | ADD | 1,866,990 | 2,924,738 | +56.7% | $64.2M |
| SEI INVESTMENTS CO | ADD | 1,484,835 | 2,815,179 | +89.6% | $61.8M |
| ROYAL BANK OF CANADA | ADD | 1,840,461 | 2,767,423 | +50.4% | $60.7M |
| Nuveen, LLC | TRIM | 5,164,266 | 2,592,814 | -49.8% | $56.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Francisco Ma. Fatima | Director | GIFT | 12,176 | — | — |
| Aug 31, 2026 | Francisco Ma. Fatima | Director | GIFT | 12,176 | — | — |
| Aug 7, 2026 | McQuarrie David P. | Chief Commercial Officer | SELL | 21,048 | $29.98 | $631.0K |
| Aug 5, 2026 | PARKHILL KAREN L | Chief Financial Officer | TAX W/H | 69,173 | $28.52 | $2.0M |
| Aug 5, 2026 | PARKHILL KAREN L | Chief Financial Officer | EXERCISE | 166,746 | — | — |
| Aug 4, 2026 | McQuarrie David P. | Chief Commercial Officer | SELL | 10,524 | $27.98 | $294.5K |
| Aug 3, 2026 | McQuarrie David P. | Chief Commercial Officer | SELL | 10,524 | $27.88 | $293.4K |
| Jul 28, 2026 | McQuarrie David P. | Chief Commercial Officer | SELL | 10,524 | $27.98 | $294.5K |
| Jul 14, 2026 | Grewal Manpreet | Global Controller and CAO | TAX W/H | 5,513 | $24.63 | $135.8K |
| Jul 14, 2026 | Grewal Manpreet | Global Controller and CAO | EXERCISE | 22,637 | — | — |