Market Cap
$29.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 11, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Aug 3, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jul 20, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Jun 3, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Apr 30, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Apr 30, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Apr 30, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Apr 14, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Apr 13, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 7 | 9 | 0 | 0 | 61% | |
| Aug 1, 2026 | 6 | 7 | 10 | 0 | 0 | 57% | |
| Jul 1, 2026 | 6 | 7 | 10 | 0 | 0 | 57% | |
| Jun 1, 2026 | 6 | 9 | 10 | 0 | 0 | 60% | |
| May 1, 2026 | 6 | 9 | 10 | 0 | 0 | 60% | |
| Apr 1, 2026 | 6 | 9 | 10 | 0 | 0 | 60% | |
| Mar 1, 2026 | 6 | 9 | 10 | 0 | 0 | 60% | |
| Feb 1, 2026 | 6 | 9 | 10 | 0 | 0 | 60% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.90 | $0.86–$0.93 | 4.8% | -0.1% | 3↑ 7↓ | $2.1B | 12 |
| Next Q | $1.02 | $1.00–$1.04 | 6.3% | -0.2% | 9↑ 2↓ | $2.2B | 12 |
| Current FY | $3.55 | $3.51–$3.60 | 6.4% | -0.1% | 14↑ 0↓ | $8.1B | 14 |
| Next FY | $3.92 | $3.73–$4.13 | 10.3% | +0.1% | 10↑ 1↓ | $8.5B | 14 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.901 | — |
| 7d ago | $0.902 | -0.001 |
| 30d ago | $0.902 | -0.001 |
| 60d ago | $0.913 | -0.011 |
| 90d ago | $0.906 | -0.005 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 30,300,264 | $2.5B | 9.8% | — |
| Capital World Investors | 27,934,411 | $2.3B | 9.0% | — |
| Capital Research Global Investors | 25,215,025 | $2.1B | 8.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 24,476,450 | $2.0B | 7.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 16,857,555 | $1.4B | 5.5% | — |
| STATE STREET CORP | 15,916,822 | $1.3B | 5.2% | — |
| FRANKLIN RESOURCES INC | 15,442,960 | $1.3B | 5.0% | — |
| FMR LLC | 13,278,782 | $1.1B | 4.3% | TRIM -36.8% |
| JPMORGAN CHASE & CO | 10,642,725 | $861.8M | 3.4% | TRIM -29.7% |
| Capital International Investors | 9,958,937 | $816.2M | 3.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | TRIM | 20,996,014 | 13,278,782 | -36.8% | $1.1B |
| JPMORGAN CHASE & CO | TRIM | 15,132,848 | 10,642,725 | -29.7% | $861.8M |
| NORDEA INVESTMENT MANAGEMENT AB | DOUBLED | 1,677,308 | 5,455,360 | +225.2% | $444.7M |
| NORGES BANK | NEW | — | 4,844,338 | — | $397.2M |
| AMERIPRISE FINANCIAL INC | ADD | 1,967,402 | 3,320,359 | +68.8% | $272.2M |
| UBS Group AG | TRIM | 3,723,372 | 2,527,664 | -32.1% | $207.2M |
| MARSHALL WACE, LLP | DOUBLED | 651,148 | 2,221,079 | +241.1% | $182.1M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 101,859 | 2,151,323 | +2012.1% | $176.4M |
| Allspring Global Investments Holdings, LLC | ADD | 1,387,840 | 1,750,351 | +26.1% | $141.5M |
| APG Asset Management N.V. | TRIM | 3,026,272 | 1,750,876 | -42.1% | $125.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 20, 2026 | Keene Kathleen M. | See Remarks | EXERCISE | 483 | — | — |
| Aug 20, 2026 | Weatherred Michael A | See Remarks | EXERCISE | 967 | — | — |
| Aug 20, 2026 | Keene Kathleen M. | See Remarks | TAX W/H | 156 | $79.33 | $12.4K |
| Aug 20, 2026 | Weatherred Michael A | See Remarks | TAX W/H | 429 | $79.33 | $34.0K |
| Aug 20, 2026 | Kini Vikram | Senior Vice President and CFO | EXERCISE | 898 | — | — |
| Aug 20, 2026 | Kini Vikram | Senior Vice President and CFO | TAX W/H | 390 | $79.33 | $30.9K |
| Aug 20, 2026 | Hepding Elizabeth Meloy | See Remarks | EXERCISE | 435 | — | — |
| Aug 20, 2026 | Hepding Elizabeth Meloy | See Remarks | TAX W/H | 189 | $79.33 | $15.0K |
| Aug 17, 2026 | Emmerich Matthew J | See Remarks | EXERCISE | 756 | — | — |
| Aug 17, 2026 | Emmerich Matthew J | See Remarks | TAX W/H | 345 | $82.31 | $28.4K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Ingersoll Rand Inc | Aug 12, 2026(37d) |