Market Cap
$4.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 13, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| May 11, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Apr 17, 2026 | Clear Street | MAINTAIN | Buy | 49% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 5 | 6 | 0 | 0 | 60% | |
| Aug 1, 2026 | 4 | 5 | 6 | 0 | 0 | 60% | |
| Jul 1, 2026 | 4 | 5 | 6 | 0 | 0 | 60% | |
| Jun 1, 2026 | 5 | 5 | 4 | 0 | 0 | 71% | |
| May 1, 2026 | 5 | 5 | 4 | 0 | 0 | 71% | |
| Apr 1, 2026 | 5 | 5 | 4 | 0 | 0 | 71% | |
| Mar 1, 2026 | 5 | 5 | 4 | 0 | 0 | 71% | |
| Feb 1, 2026 | 5 | 6 | 3 | 0 | 0 | 79% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.00 | $2.80–$3.30 | 46.2% | +2.0% | 2↑ 3↓ | $1.2B | 6 |
| Next Q | $3.03 | $2.75–$3.35 | 30.0% | +4.1% | 2↑ 3↓ | $1.2B | 6 |
| Current FY | $12.19 | $11.72–$12.86 | 61.8% | +6.3% | 5↑ 1↓ | $4.4B | 6 |
| Next FY | $14.57 | $13.39–$16.12 | 19.6% | +9.6% | 6↑ 0↓ | $5.1B | 6 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.997 | — |
| 7d ago | $2.917 | +0.080 |
| 30d ago | $2.939 | +0.058 |
| 60d ago | $2.937 | +0.060 |
| 90d ago | $2.937 | +0.060 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 2,462,617 | $1.2B | 20.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 831,902 | $416.3M | 7.0% | ADD +63.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 689,324 | $344.9M | 5.8% | — |
| STATE STREET CORP | 625,221 | $312.9M | 5.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 564,958 | $282.7M | 4.7% | ADD +30.2% |
| Fisher Asset Management, LLC | 474,309 | $237.3M | 4.0% | — |
| DIMENSIONAL FUND ADVISORS LP | 340,742 | $170.5M | 2.9% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 323,186 | $161.7M | 2.7% | — |
| AMERICAN CENTURY COMPANIES INC | 322,612 | $161.4M | 2.7% | ADD +61.3% |
| WELLINGTON MANAGEMENT GROUP LLP | 318,333 | $159.3M | 2.7% | TRIM -50.6% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 509,656 | 831,902 | +63.2% | $416.3M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 433,833 | 564,958 | +30.2% | $282.7M |
| AMERICAN CENTURY COMPANIES INC | ADD | 200,019 | 322,612 | +61.3% | $161.4M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 644,328 | 318,333 | -50.6% | $159.3M |
| FIRST TRUST ADVISORS LP | ADD | 203,732 | 293,826 | +44.2% | $147.0M |
| FULLER & THALER ASSET MANAGEMENT, INC. | NEW | — | 286,686 | — | $143.5M |
| AMERIPRISE FINANCIAL INC | ADD | 105,095 | 180,928 | +72.2% | $90.5M |
| Capital World Investors | TRIM | 219,175 | 158,392 | -27.7% | $79.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 101,072 | 141,442 | +39.9% | $70.8M |
| PRINCIPAL FINANCIAL GROUP INC | TRIM | 305,819 | 113,582 | -62.9% | $56.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 4, 2026 | Richard Aurelie Pascale | Director | EXERCISE | 758 | — | — |
| Jun 3, 2026 | LUCKY DONALD C.I. | Director | SELL | 12,123 | $449.30 | $5.4M |
| Jun 3, 2026 | Hartwick Kenneth Michael | Director | SELL | 3,500 | $450.50 | $1.6M |
| Jun 3, 2026 | LUCKY DONALD C.I. | Director | SELL | 2,410 | $450.49 | $1.1M |
| Jun 3, 2026 | LUCKY DONALD C.I. | Director | SELL | 62 | $451.22 | $28.0K |
| Jun 3, 2026 | LUCKY DONALD C.I. | Director | SELL | 80 | $453.17 | $36.3K |
| Jun 1, 2026 | O'Connor Shirin | Director | SELL | 567 | $442.35 | $250.8K |
| Jun 1, 2026 | Huntington Kelly Michelle | Senior VP and CFO | SELL | 440 | $453.20 | $199.4K |
| Jun 1, 2026 | O'Connor Shirin | Director | SELL | 416 | $448.65 | $186.6K |
| Jun 1, 2026 | O'Connor Shirin | Director | SELL | 289 | $449.44 | $129.9K |