Market Cap
$13.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 18, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 31, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 31, 2026 | Truist Securities | REITERATE | Buy | 55% |
| Jun 30, 2026 | Truist Securities | UPGRADE | Buy | 55% |
| Jun 26, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jun 25, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jun 25, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jun 25, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jun 25, 2026 | RBC Capital | UPGRADE | Outperform | 55% |
| Jun 25, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 11 | 7 | 1 | 0 | 67% | |
| Aug 1, 2026 | 5 | 11 | 7 | 1 | 0 | 67% | |
| Jul 1, 2026 | 5 | 11 | 7 | 1 | 0 | 67% | |
| Jun 1, 2026 | 5 | 9 | 9 | 1 | 0 | 58% | |
| May 1, 2026 | 5 | 8 | 9 | 1 | 0 | 57% | |
| Apr 1, 2026 | 5 | 9 | 9 | 1 | 0 | 58% | |
| Mar 1, 2026 | 5 | 8 | 10 | 1 | 0 | 54% | |
| Feb 1, 2026 | 4 | 9 | 11 | 0 | 0 | 54% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.65 | $2.56–$2.70 | -19.9% | -0.9% | 1↑ 2↓ | $2.0B | 15 |
| Next Q | $2.85 | $2.69–$2.94 | 13.1% | +0.5% | 3↑ 0↓ | $2.0B | 15 |
| Current FY | $10.58 | $10.35–$10.86 | -15.6% | -0.1% | 1↑ 2↓ | $8.1B | 18 |
| Next FY | $11.82 | $10.88–$12.48 | 11.7% | -0.5% | 3↑ 1↓ | $8.4B | 18 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.652 | — |
| 7d ago | $2.655 | -0.003 |
| 30d ago | $2.676 | -0.023 |
| 60d ago | $2.678 | -0.025 |
| 90d ago | $2.707 | -0.055 |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 17, 2026 | Murphy Ronan Martin | Director | EXERCISE | 5,005 | $125.74 | $629.3K |
| Sep 17, 2026 | Murphy Ronan Martin | Director | SELL | 5,005 | $175.00 | $875.9K |
| Sep 17, 2026 | McCague Eugene Pacelli | Director | EXERCISE | 3,255 | $125.74 | $409.3K |
| Sep 17, 2026 | McCague Eugene Pacelli | Director | SELL | 3,255 | $175.00 | $569.6K |
| Sep 16, 2026 | CLIMAX JOHN DR | Director | EXERCISE | 5,005 | $125.74 | $629.3K |
| Sep 16, 2026 | CLIMAX JOHN DR | Director | SELL | 5,005 | $175.00 | $875.9K |
| Aug 11, 2026 | Murphy Ronan Martin | Director | SELL | 590 | $164.47 | $97.0K |
| Aug 11, 2026 | Murphy Ronan Martin | Director | SELL | 67 | $165.51 | $11.1K |
| Aug 11, 2026 | Murphy Ronan Martin | Director | SELL | 88 | $162.72 | $14.3K |
| Aug 11, 2026 | Murphy Ronan Martin | Director | SELL | 96 | $163.77 | $15.7K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Kevin Hern | R | HOUSE | SELL | $15,001 - $50,000 | Icon PLC | Sep 2, 2026(20d) |
| Mar 5, 2026 | Kevin Hern | R | HOUSE | SELL | $100,001 - $250,000 | Icon PLC | Apr 6, 2026(33d) |
| Feb 12, 2026 | Julia Letlow | R | HOUSE | SELL | $1,001 - $15,000 | Icon PLC | Mar 13, 2026(30d) |