Market Cap
$18.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 11, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Aug 7, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 7, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Jul 20, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 9, 2026 | Wolfe Research | UPGRADE | Outperform | 52% |
| May 11, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| May 7, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| May 7, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| May 7, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 10 | 3 | 0 | 0 | 84% | |
| Aug 1, 2026 | 6 | 10 | 3 | 0 | 0 | 84% | |
| Jul 1, 2026 | 5 | 10 | 4 | 0 | 0 | 79% | |
| Jun 1, 2026 | 5 | 10 | 5 | 0 | 0 | 75% | |
| May 1, 2026 | 5 | 9 | 6 | 0 | 0 | 70% | |
| Apr 1, 2026 | 5 | 9 | 6 | 0 | 0 | 70% | |
| Mar 1, 2026 | 5 | 7 | 5 | 0 | 0 | 71% | |
| Feb 1, 2026 | 5 | 7 | 5 | 0 | 0 | 71% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.08 | $2.03–$2.15 | 17.0% | -0.1% | 11↑ 0↓ | $1.4B | 13 |
| Next Q | $2.12 | $2.08–$2.25 | 14.6% | +0.2% | 10↑ 1↓ | $1.4B | 13 |
| Current FY | $8.26 | $8.13–$8.41 | 22.9% | +0.0% | 12↑ 0↓ | $5.5B | 14 |
| Next FY | $9.61 | $9.15–$10.10 | 16.4% | +0.0% | 13↑ 0↓ | $6.0B | 14 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.083 | — |
| 7d ago | $2.083 | — |
| 30d ago | $2.085 | -0.002 |
| 60d ago | $1.977 | +0.107 |
| 90d ago | $1.981 | +0.102 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 8,675,129 | $1.7B | 12.4% | — |
| Capital International Investors | 6,130,535 | $1.2B | 8.8% | — |
| FMR LLC | 4,822,715 | $953.7M | 6.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,253,450 | $841.2M | 6.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,044,650 | $799.9M | 5.8% | — |
| Capital World Investors | 3,798,907 | $751.3M | 5.4% | DOUBLED +205.5% |
| Select Equity Group, L.P. | 3,466,371 | $685.5M | 5.0% | — |
| ALLIANCEBERNSTEIN L.P. | 3,567,353 | $679.7M | 4.9% | — |
| JPMORGAN CHASE & CO | 3,396,062 | $647.4M | 4.7% | — |
| STATE STREET CORP | 2,801,348 | $555.0M | 4.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital World Investors | DOUBLED | 1,243,409 | 3,798,907 | +205.5% | $751.3M |
| NORGES BANK | NEW | — | 1,120,248 | — | $221.5M |
| Neuberger Berman Group LLC | ADD | 551,372 | 800,816 | +45.2% | $158.4M |
| CITIGROUP INC | ADD | 429,357 | 636,136 | +48.2% | $125.8M |
| GOLDMAN SACHS GROUP INC | ADD | 434,236 | 620,110 | +42.8% | $122.6M |
| UBS Group AG | TRIM | 1,004,975 | 454,037 | -54.8% | $89.8M |
| D. E. Shaw & Co., Inc. | DOUBLED | 158,254 | 338,309 | +113.8% | $66.9M |
| Qube Research & Technologies Ltd | ADD | 246,511 | 336,423 | +36.5% | $66.5M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | TRIM | 438,948 | 307,000 | -30.1% | $60.7M |
| CIBC Bancorp USA Inc. | DOUBLED | 10,128 | 263,284 | +2499.6% | $52.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 3, 2026 | Makowiecki Bartlomiej | See Remarks | TAX W/H | 1,003 | $202.20 | $202.8K |
| Aug 31, 2026 | Savi Luca | President and CEO | BUY | 5,019 | $199.56 | $1.0M |
| Aug 7, 2026 | de Mesa Graziano Cheryl | Vice President & CAO | SELL | 700 | $214.54 | $150.2K |
| Aug 1, 2026 | LOY BERTRAND | Director | AWARD | 756 | — | — |
| Aug 1, 2026 | Wheeler Kevin J. | Director | AWARD | 756 | — | — |
| May 21, 2026 | O'Shea Christopher | Director | AWARD | 909 | — | — |
| May 21, 2026 | Laschinger Mary A | Director | AWARD | 909 | — | — |
| May 21, 2026 | KEENE NAZZIC S | Director | AWARD | 1,376 | — | — |
| May 21, 2026 | DEFOSSET DON | Director | AWARD | 909 | — | — |
| May 21, 2026 | MCDONALD REBECCA ANN | Director | AWARD | 909 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 25, 2026 | April McClain Delaney | D | HOUSE | SELL | $250,001 - $500,000 | ITT Inc | Sep 10, 2026(17d) |