Market Cap
$15.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 21, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| May 13, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| May 11, 2026 | Macquarie | UPGRADE | Outperform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 9 | 1 | 0 | 0 | 93% | |
| Aug 1, 2026 | 5 | 9 | 1 | 0 | 0 | 93% | |
| Jul 1, 2026 | 5 | 9 | 1 | 0 | 0 | 93% | |
| Jun 1, 2026 | 5 | 9 | 1 | 0 | 0 | 93% | |
| May 1, 2026 | 5 | 8 | 2 | 0 | 0 | 87% | |
| Apr 1, 2026 | 5 | 8 | 2 | 0 | 0 | 87% | |
| Mar 1, 2026 | 5 | 8 | 2 | 0 | 0 | 87% | |
| Feb 1, 2026 | 4 | 8 | 3 | 0 | 0 | 80% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.26 | $0.24–$0.27 | 18.1% | +0.0% | 1↑ 1↓ | $2.3B | 4 |
| Next Q | $0.47 | $0.45–$0.52 | 17.7% | +0.0% | 0↑ 2↓ | $2.5B | 4 |
| Current FY | $1.32 | $1.25–$1.39 | 11.8% | +0.0% | 2↑ 2↓ | $9.4B | 5 |
| Next FY | $1.51 | $1.28–$1.69 | 14.6% | +2.6% | 2↑ 2↓ | $9.7B | 5 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.260 | — |
| 7d ago | $0.260 | — |
| 30d ago | $0.260 | — |
| 60d ago | $0.258 | +0.002 |
| 90d ago | $0.258 | +0.002 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Independent Franchise Partners LLP | 32,074,535 | $796.4M | 10.7% | — |
| BlackRock, Inc. | 31,059,194 | $771.2M | 10.3% | — |
| STATE STREET CORP | 30,263,987 | $751.5M | 10.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 25,714,796 | $638.5M | 8.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 17,677,875 | $438.9M | 5.9% | — |
| DODGE & COX | 12,538,190 | $311.3M | 4.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 10,723,502 | $265.6M | 3.6% | — |
| AQR CAPITAL MANAGEMENT LLC | 9,060,466 | $225.0M | 3.0% | — |
| STATE OF WISCONSIN INVESTMENT BOARD | 7,648,820 | $189.9M | 2.5% | — |
| Point72 Asset Management, L.P. | 7,623,404 | $189.3M | 2.5% | TRIM -32.0% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | TRIM | 11,215,642 | 7,623,404 | -32.0% | $189.3M |
| BARCLAYS PLC | TRIM | 18,169,442 | 6,699,669 | -63.1% | $166.4M |
| NORGES BANK | NEW | — | 6,000,662 | — | $149.0M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 4,245,597 | 5,841,385 | +37.6% | $145.1M |
| Allianz Asset Management GmbH | DOUBLED | 1,331,540 | 4,178,368 | +213.8% | $103.7M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 221,976 | 3,121,922 | +1306.4% | $77.5M |
| Quantinno Capital Management LP | ADD | 1,911,329 | 2,967,723 | +55.3% | $73.7M |
| JANE STREET GROUP, LLC | DOUBLED | 218,547 | 2,413,245 | +1004.2% | $59.9M |
| Starboard Value LP | TRIM | 5,605,126 | 2,040,100 | -63.6% | $50.7M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | ADD | 1,211,505 | 1,893,163 | +56.3% | $47.0M |