Market Cap
$45.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 27, 2026 | BTIG | REITERATE | Buy | 53% |
| Aug 12, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 11, 2026 | Tigress Financial | MAINTAIN | Buy | 59% |
| Aug 11, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 10, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 6, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 6, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 6, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 6, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 12 | 15 | 7 | 0 | 0 | 79% | |
| Aug 1, 2026 | 12 | 15 | 7 | 0 | 0 | 79% | |
| Jul 1, 2026 | 12 | 16 | 7 | 0 | 0 | 80% | |
| Jun 1, 2026 | 12 | 16 | 7 | 0 | 0 | 80% | |
| May 1, 2026 | 12 | 15 | 7 | 0 | 0 | 79% | |
| Apr 1, 2026 | 12 | 15 | 6 | 0 | 0 | 82% | |
| Mar 1, 2026 | 12 | 16 | 6 | 0 | 0 | 82% | |
| Feb 1, 2026 | 12 | 13 | 6 | 0 | 0 | 81% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.35 | $0.28–$0.47 | — | -0.2% | 1↑ 19↓ | $7.7B | 23 |
| Next Q | $0.40 | $0.30–$0.53 | 29.9% | -0.2% | 0↑ 19↓ | $8.5B | 22 |
| Current FY | $1.55 | $1.36–$1.82 | 17.5% | -1.4% | 14↑ 3↓ | $31.2B | 18 |
| Next FY | $1.58 | $1.40–$1.83 | 1.6% | -0.3% | 4↑ 18↓ | $33.7B | 25 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.346 | — |
| 7d ago | $0.347 | -0.001 |
| 30d ago | $0.347 | -0.001 |
| 60d ago | $0.387 | -0.041 |
| 90d ago | $0.387 | -0.041 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| Carlyle Group Inc. | 187,083,713 | $7.4B | 30.8% | — |
| FMR LLC | 46,963,203 | $1.9B | 7.7% | ADD +28.5% |
| Capital Research Global Investors | 39,963,790 | $1.6B | 6.6% | ADD +72.5% |
| Invesco Ltd. | 38,346,937 | $1.5B | 6.3% | — |
| BlackRock, Inc. | 26,393,587 | $1.0B | 4.4% | ADD +56.0% |
| MORGAN STANLEY | 21,605,662 | $852.1M | 3.6% | ADD +37.6% |
| LONE PINE CAPITAL LLC | 20,968,367 | $827.0M | 3.5% | ADD +77.9% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 19,888,806 | $787.1M | 3.3% | ADD +71.9% |
| VANGUARD CAPITAL MANAGEMENT LLC | 17,816,057 | $702.7M | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 36,556,201 | 46,963,203 | +28.5% | $1.9B |
| Capital Research Global Investors | ADD | 23,161,670 | 39,963,790 | +72.5% | $1.6B |
| BlackRock, Inc. | ADD | 16,923,660 | 26,393,587 | +56.0% | $1.0B |
| MORGAN STANLEY | ADD | 15,702,903 | 21,605,662 | +37.6% | $852.1M |
| LONE PINE CAPITAL LLC | ADD | 11,789,156 | 20,968,367 | +77.9% | $827.0M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 11,569,316 | 19,888,806 | +71.9% | $787.1M |
| Egerton Capital (UK) LLP | DOUBLED | 4,365,802 | 16,470,884 | +277.3% | $649.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | DOUBLED | 4,384,729 | 11,956,905 | +172.7% | $471.6M |
| NORGES BANK | NEW | — | 8,475,413 | — | $334.3M |
| STATE STREET CORP | ADD | 4,822,383 | 8,447,035 | +75.2% | $333.2M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 19, 2026 | Boyle James M | Chief Executive Officer | AWARD | 764,252 | — | — |
| Aug 19, 2026 | Miller Stephen L | Chief Operating Officer | AWARD | 87,667 | — | — |
| Aug 14, 2026 | GIC Private Ltd | 10%+ Owner | SELL | 100,000 | $35.80 | $3.6M |
| Aug 13, 2026 | GIC Private Ltd | 10%+ Owner | SELL | 1,500,000 | $35.80 | $53.7M |
| Aug 7, 2026 | GIC Private Ltd | 10%+ Owner | SELL | 590,284 | $35.58 | $21.0M |
| Aug 6, 2026 | GIC Private Ltd | 10%+ Owner | SELL | 271,994 | $35.33 | $9.6M |
| Aug 6, 2026 | Mozart Holdco, Inc. | 10%+ Owner | CONVERT | 500,000 | — | — |
| Aug 6, 2026 | Mozart Holdco, Inc. | 10%+ Owner | CONVERT | 500,000 | — | — |
| Aug 6, 2026 | Mozart Holdco, Inc. | 10%+ Owner | J | 500,000 | — | — |
| Aug 5, 2026 | GIC Private Ltd | 10%+ Owner | SELL | 1,710,907 | $35.46 | $60.7M |