Market Cap
$14.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | UBS | MAINTAIN | Buy | 55% |
| Sep 11, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 8, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Sep 3, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 13, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 3, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Aug 3, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 3, 2026 | Wedbush | MAINTAIN | Outperform | 57% |
| Jul 31, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 31, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 14 | 17 | 5 | 0 | 0 | 86% | |
| Aug 1, 2026 | 14 | 17 | 5 | 0 | 0 | 86% | |
| Jul 1, 2026 | 14 | 18 | 5 | 0 | 0 | 86% | |
| Jun 1, 2026 | 14 | 17 | 5 | 0 | 0 | 86% | |
| May 1, 2026 | 13 | 17 | 5 | 0 | 0 | 86% | |
| Apr 1, 2026 | 13 | 18 | 5 | 0 | 0 | 86% | |
| Mar 1, 2026 | 13 | 18 | 5 | 0 | 0 | 86% | |
| Feb 1, 2026 | 12 | 18 | 5 | 0 | 0 | 86% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.74 | $2.07–$3.39 | 26.2% | +0.7% | 2↑ 1↓ | $1.0B | 16 |
| Next Q | $2.84 | $2.13–$3.65 | 51.1% | +0.9% | 2↑ 1↓ | $1.1B | 16 |
| Current FY | $10.23 | $8.98–$11.35 | 60.1% | +0.4% | 2↑ 1↓ | $3.9B | 16 |
| Next FY | $11.88 | $8.37–$17.67 | 16.1% | -0.6% | 1↑ 2↓ | $4.5B | 16 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.739 | — |
| 7d ago | $2.720 | +0.019 |
| 30d ago | $2.720 | +0.019 |
| 60d ago | $2.713 | +0.026 |
| 90d ago | $3.236 | -0.497 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 13,711,607 | $2.3B | 18.1% | — |
| JPMORGAN CHASE & CO | 6,398,674 | $1.1B | 8.5% | — |
| DODGE & COX | 5,584,707 | $941.2M | 7.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,974,083 | $838.3M | 6.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,545,339 | $766.0M | 6.0% | — |
| STATE STREET CORP | 4,385,598 | $739.1M | 5.8% | — |
| AQR CAPITAL MANAGEMENT LLC | 3,818,037 | $643.5M | 5.1% | — |
| RENAISSANCE TECHNOLOGIES LLC | 2,335,897 | $393.7M | 3.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,138,777 | $359.6M | 2.8% | — |
| TWO SIGMA INVESTMENTS, LP | 2,076,260 | $349.9M | 2.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 973,880 | — | $164.1M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | ADD | 520,269 | 726,112 | +39.6% | $122.4M |
| GOLDMAN SACHS GROUP INC | ADD | 349,179 | 631,892 | +81.0% | $106.5M |
| Man Group plc | ADD | 415,909 | 601,019 | +44.5% | $101.3M |
| ROYAL BANK OF CANADA | ADD | 332,300 | 583,476 | +75.6% | $98.3M |
| UBS Group AG | TRIM | 1,221,036 | 545,937 | -55.3% | $92.0M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | DOUBLED | 93,622 | 539,961 | +476.7% | $91.0M |
| Pictet Asset Management Holding SA | TRIM | 602,643 | 430,635 | -28.5% | $72.8M |
| Rockefeller Capital Management L.P. | ADD | 282,097 | 373,548 | +32.4% | $63.0M |
| Fiera Capital Corp | TRIM | 651,255 | 373,192 | -42.7% | $62.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | ABERNETHY MATT | Chief Financial Officer | SELL | 2,311 | $157.20 | $363.3K |
| Sep 14, 2026 | Boyer David W. | Chief Corp. Affairs Officer | SELL | 826 | $157.45 | $130.1K |
| Sep 11, 2026 | BENEVICH ERIC | Chief Commercial Officer | TAX W/H | 3,386 | $156.22 | $529.0K |
| Sep 11, 2026 | Delaet Ingrid | Chief Regulatory Officer | AWARD | 4,483 | — | — |
| Sep 11, 2026 | Delaet Ingrid | Chief Regulatory Officer | TAX W/H | 2,419 | $156.22 | $377.9K |
| Sep 11, 2026 | ABERNETHY MATT | Chief Financial Officer | AWARD | 5,020 | — | — |
| Sep 11, 2026 | ABERNETHY MATT | Chief Financial Officer | TAX W/H | 2,709 | $156.22 | $423.2K |
| Sep 11, 2026 | BENEVICH ERIC | Chief Commercial Officer | AWARD | 6,275 | — | — |
| Sep 11, 2026 | Cooke Julie | Chief Human Resources Officer | AWARD | 3,587 | — | — |
| Sep 11, 2026 | Gano Kyle | Chief Executive Officer | TAX W/H | 994 | $156.22 | $155.3K |