Market Cap
$4.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 22, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 10, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 31, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 20, 2026 | B of A Securities | MAINTAIN | Neutral | 54% |
| May 21, 2026 | UBS | MAINTAIN | Neutral | 55% |
| May 6, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Apr 13, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% | |
| Aug 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% | |
| Jul 1, 2026 | 3 | 4 | 5 | 0 | 0 | 58% | |
| Jun 1, 2026 | 3 | 4 | 5 | 0 | 0 | 58% | |
| May 1, 2026 | 3 | 4 | 5 | 0 | 0 | 58% | |
| Apr 1, 2026 | 3 | 5 | 5 | 0 | 0 | 62% | |
| Mar 1, 2026 | 3 | 5 | 5 | 0 | 0 | 62% | |
| Feb 1, 2026 | 3 | 5 | 5 | 0 | 0 | 62% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.00 | $0.94–$1.04 | -2.0% | -0.6% | 3↑ 5↓ | $2.0B | 8 |
| Next Q | $1.03 | $0.99–$1.10 | 4.5% | +0.6% | 2↑ 6↓ | $2.1B | 8 |
| Current FY | $3.99 | $3.90–$4.07 | 1.6% | +0.0% | 6↑ 2↓ | $8.1B | 9 |
| Next FY | $4.06 | $3.65–$4.38 | 1.8% | +0.0% | 4↑ 3↓ | $8.5B | 9 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.999 | — |
| 7d ago | $0.999 | — |
| 30d ago | $1.005 | -0.006 |
| 60d ago | $1.020 | -0.021 |
| 90d ago | $1.031 | -0.032 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 18,053,338 | $623.4M | 17.5% | — |
| BlackRock, Inc. | 13,897,824 | $479.9M | 13.5% | — |
| Invesco Ltd. | 8,353,001 | $288.4M | 8.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,166,056 | $212.9M | 6.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,707,369 | $197.1M | 5.5% | — |
| Neuberger Berman Group LLC | 4,622,881 | $159.4M | 4.5% | ADD +63.2% |
| STATE STREET CORP | 4,490,033 | $155.7M | 4.4% | — |
| DIMENSIONAL FUND ADVISORS LP | 3,351,248 | $115.7M | 3.2% | ADD +25.9% |
| UBS Group AG | 2,929,764 | $101.2M | 2.8% | DOUBLED +517.9% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2,381,015 | $82.2M | 2.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | ADD | 2,832,681 | 4,622,881 | +63.2% | $159.4M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 2,661,456 | 3,351,248 | +25.9% | $115.7M |
| UBS Group AG | DOUBLED | 474,120 | 2,929,764 | +517.9% | $101.2M |
| NORGES BANK | NEW | — | 1,716,475 | — | $59.3M |
| ALLIANCEBERNSTEIN L.P. | DOUBLED | 142,522 | 1,337,342 | +838.3% | $49.3M |
| FIRST TRUST ADVISORS LP | ADD | 919,397 | 1,341,712 | +45.9% | $46.3M |
| Gotham Asset Management, LLC | DOUBLED | 492,204 | 1,340,013 | +172.2% | $46.3M |
| D. E. Shaw & Co., Inc. | TRIM | 1,816,775 | 963,754 | -47.0% | $33.3M |
| GOLDMAN SACHS GROUP INC | ADD | 488,260 | 887,035 | +81.7% | $30.6M |
| MACKENZIE FINANCIAL CORP | DOUBLED | 68,808 | 688,220 | +900.2% | $23.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 4, 2026 | Taylor Jennefer Thai | VP, Chief Accounting Officer | TAX W/H | 58 | $37.83 | $2.2K |
| Jul 15, 2026 | Dominguez Joseph | Director | AWARD | 34 | $35.98 | $1.2K |
| Jul 15, 2026 | Vigeveno Huibert Hans | Director | AWARD | 34 | $35.98 | $1.2K |
| Jul 15, 2026 | Dugle Lynn A | Director | AWARD | 51 | $35.98 | $1.8K |
| May 20, 2026 | MOORE JACK B | Director | BUY | 4,000 | $31.44 | $125.8K |
| May 19, 2026 | Sabater Carlos A. | Director | BUY | 14,500 | $32.47 | $470.8K |
| May 14, 2026 | Von Thaer Lewis | Director | BUY | 3,000 | $30.77 | $92.3K |
| May 13, 2026 | Evans Shad E. | EVP & Chief Financial Officer | BUY | 8,375 | $30.60 | $256.3K |
| May 8, 2026 | Kavanaugh Mark | President | TAX W/H | 81 | $32.54 | $2.6K |
| May 8, 2026 | Hill Douglas S | Pres., Readiness & Sustainment | TAX W/H | 63 | $32.54 | $2.1K |