Market Cap
$61.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 19, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 19, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 19, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 19, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Aug 19, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 19, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 19, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Aug 19, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jul 13, 2026 | Morgan Stanley | UPGRADE | Overweight | 55% |
| May 22, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 12 | 2 | 0 | 0 | 89% | |
| Aug 1, 2026 | 5 | 11 | 3 | 0 | 0 | 84% | |
| Jul 1, 2026 | 5 | 11 | 4 | 0 | 0 | 80% | |
| Jun 1, 2026 | 5 | 11 | 4 | 0 | 0 | 80% | |
| May 1, 2026 | 5 | 11 | 3 | 0 | 0 | 84% | |
| Apr 1, 2026 | 5 | 11 | 3 | 0 | 0 | 84% | |
| Mar 1, 2026 | 5 | 11 | 4 | 0 | 0 | 80% | |
| Feb 1, 2026 | 4 | 11 | 5 | 0 | 0 | 75% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.38 | $3.34–$3.48 | 77.0% | +26.1% | 10↑ 0↓ | $1.9B | 12 |
| Next Q | $3.24 | $2.82–$3.69 | 49.3% | +16.9% | 9↑ 0↓ | $2.0B | 11 |
| Current FY | $11.47 | $11.19–$11.64 | 60.3% | +12.1% | 11↑ 0↓ | $7.1B | 12 |
| Next FY | $13.87 | $12.77–$15.76 | 20.9% | +16.4% | 11↑ 0↓ | $8.2B | 12 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.380 | — |
| 7d ago | $3.382 | -0.002 |
| 30d ago | $2.682 | +0.699 |
| 60d ago | $2.686 | +0.695 |
| 90d ago | $2.683 | +0.697 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 20,084,001 | $7.0B | 19.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 11,187,806 | $3.9B | 10.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,618,124 | $3.0B | 8.3% | — |
| STATE STREET CORP | 8,270,708 | $2.9B | 8.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,784,705 | $1.7B | 4.6% | — |
| Capital World Investors | 3,433,647 | $1.2B | 3.3% | — |
| FMR LLC | 2,378,726 | $832.7M | 2.3% | DOUBLED +101.9% |
| Invesco Ltd. | 2,333,257 | $816.8M | 2.3% | — |
| NORGES BANK | 2,190,425 | $766.8M | 2.1% | NEW |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | DOUBLED | 1,178,193 | 2,378,726 | +101.9% | $832.7M |
| NORGES BANK | NEW | — | 2,190,425 | — | $766.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 1,550,122 | 2,055,254 | +32.6% | $719.5M |
| Nuveen, LLC | ADD | 859,085 | 1,209,142 | +40.7% | $423.3M |
| JENNISON ASSOCIATES LLC | ADD | 796,930 | 1,033,424 | +29.7% | $361.8M |
| Man Group plc | ADD | 559,780 | 965,855 | +72.5% | $338.1M |
| Qube Research & Technologies Ltd | ADD | 683,038 | 863,078 | +26.4% | $302.1M |
| Focus Partners Wealth | TRIM | 1,388,116 | 856,240 | -38.3% | $299.7M |
| HSBC HOLDINGS PLC | DOUBLED | 341,957 | 844,921 | +147.1% | $295.8M |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 115,217 | 683,112 | +492.9% | $238.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Dhanasekaran Satish | President and CEO | SELL | 3,000 | $364.13 | $1.1M |
| Sep 23, 2026 | POOLE LISA M. | VP and Controller | SELL | 200 | $348.01 | $69.6K |
| Sep 21, 2026 | Dougherty Neil | EVP and CFO | SELL | 2,000 | $340.79 | $681.6K |
| Sep 4, 2026 | Estrada Ingrid A | SVP | SELL | 2,000 | $326.10 | $652.2K |
| Aug 26, 2026 | Reese Scott | Director | AWARD | 435 | — | — |
| Aug 21, 2026 | NYE JEAN MCCLUNG | Director | SELL | 3,000 | $319.22 | $957.7K |
| Aug 20, 2026 | Estrada Ingrid A | SVP | SELL | 2,000 | $314.66 | $629.3K |
| Aug 1, 2026 | POOLE LISA M. | VP and Controller | TAX W/H | 32 | $319.08 | $10.2K |
| Jul 6, 2026 | ALLOUCHE ARNAUD | SVP | AWARD | 1,474 | — | — |
| Jun 30, 2026 | Estrada Ingrid A | SVP | SELL | 2,000 | $340.87 | $681.7K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 18, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Keysight Technologies Inc | Jul 13, 2026(26d) |
| Apr 17, 2026 | Michael McCaul | R | HOUSE | BUY | $15,001 - $50,000 | Keysight Technologies Inc | May 11, 2026(25d) |