Market Cap
$18.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 24, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Aug 21, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 21, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Aug 20, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Aug 20, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| May 29, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| May 27, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| May 22, 2026 | BNP Paribas | MAINTAIN | Neutral | — |
| May 21, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 6 | 6 | 0 | 0 | 60% | |
| Aug 1, 2026 | 3 | 7 | 5 | 0 | 0 | 67% | |
| Jul 1, 2026 | 3 | 8 | 5 | 0 | 0 | 69% | |
| Jun 1, 2026 | 3 | 8 | 5 | 0 | 0 | 69% | |
| May 1, 2026 | 3 | 7 | 6 | 0 | 0 | 63% | |
| Apr 1, 2026 | 3 | 7 | 6 | 0 | 0 | 63% | |
| Mar 1, 2026 | 3 | 9 | 6 | 0 | 0 | 67% | |
| Feb 1, 2026 | 3 | 9 | 6 | 0 | 0 | 67% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.46 | $3.42–$3.49 | 14.0% | +5.3% | 6↑ 0↓ | $0.8B | 6 |
| Next Q | $2.60 | $2.56–$2.67 | 9.9% | +2.1% | 2↑ 0↓ | $0.7B | 3 |
| Current FY | $11.95 | $11.90–$12.00 | 16.7% | +3.1% | 7↑ 0↓ | $3.1B | 7 |
| Next FY | $12.98 | $12.80–$13.25 | 8.7% | +3.4% | 7↑ 0↓ | $3.2B | 7 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.455 | — |
| 7d ago | $3.429 | +0.026 |
| 30d ago | $3.280 | +0.175 |
| 60d ago | $3.279 | +0.176 |
| 90d ago | $3.282 | +0.173 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 4,138,179 | $1.2B | 12.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,465,215 | $1.0B | 10.4% | — |
| STATE STREET CORP | 2,975,009 | $899.9M | 9.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,360,166 | $712.0M | 7.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,906,425 | $573.4M | 5.7% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,713,620 | $517.0M | 5.2% | — |
| MORGAN STANLEY | 1,418,155 | $427.8M | 4.3% | — |
| Invesco Ltd. | 1,318,573 | $397.8M | 4.0% | — |
| FMR LLC | 840,395 | $253.5M | 2.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 715,042 | — | $215.7M |
| AMERIPRISE FINANCIAL INC | ADD | 344,522 | 490,674 | +42.4% | $148.0M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 934,407 | 479,769 | -48.7% | $144.9M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | DOUBLED | 73,405 | 318,185 | +333.5% | $96.0M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 708,996 | 303,890 | -57.1% | $91.7M |
| CIBC Bancorp USA Inc. | DOUBLED | 17,557 | 275,410 | +1468.7% | $83.1M |
| Quantinno Capital Management LP | ADD | 139,477 | 256,525 | +83.9% | $77.4M |
| PFA Pension, Forsikringsaktieselskab | NEW | — | 220,795 | — | $66.6M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | ADD | 118,374 | 198,327 | +67.5% | $59.8M |
| ROYAL BANK OF CANADA | TRIM | 275,765 | 182,104 | -34.0% | $54.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Rutledge Joseph M | VP, CAO | SELL | 684 | $309.38 | $211.6K |
| Sep 2, 2026 | Morris Milton Mayo | Director | SELL | 156 | $316.63 | $49.4K |
| Sep 1, 2026 | Hall Justin E | EVP | TAX W/H | 118 | $314.40 | $37.1K |
| Aug 27, 2026 | MCDONOUGH JENNIFER L | EVP, GC, and Secretary | SELL | 260 | $336.00 | $87.4K |
| Aug 26, 2026 | Hopgood Daniel Roy | EVP, CFO | EXERCISE | 1,329 | $209.73 | $278.7K |
| Aug 26, 2026 | Hopgood Daniel Roy | EVP, CFO | SELL | 1,329 | $334.29 | $444.3K |
| Jul 31, 2026 | MAPES CHRISTOPHER L | Director | AWARD | 42 | $297.78 | $12.5K |
| Jul 31, 2026 | DeFord John A | Director | AWARD | 84 | $297.78 | $25.0K |
| Jul 31, 2026 | Rutledge Joseph M | VP, CAO | TAX W/H | 274 | $297.78 | $81.6K |
| Jun 1, 2026 | Hopgood Daniel Roy | EVP, CFO | TAX W/H | 148 | $281.31 | $41.6K |