Market Cap
$15.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 31, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 30, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 30, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Jul 30, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 30, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Jul 13, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jun 18, 2026 | BNP Paribas | INITIATE | Neutral | — |
| May 8, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| May 7, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 5, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 11 | 8 | 1 | 0 | 65% | |
| Aug 1, 2026 | 6 | 9 | 10 | 1 | 0 | 58% | |
| Jul 1, 2026 | 6 | 9 | 10 | 1 | 0 | 58% | |
| Jun 1, 2026 | 6 | 9 | 9 | 1 | 0 | 60% | |
| May 1, 2026 | 6 | 9 | 9 | 1 | 0 | 60% | |
| Apr 1, 2026 | 6 | 9 | 9 | 1 | 0 | 60% | |
| Mar 1, 2026 | 6 | 8 | 9 | 1 | 0 | 58% | |
| Feb 1, 2026 | 6 | 8 | 10 | 0 | 0 | 58% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.97 | $1.78–$2.12 | -43.3% | +0.1% | 13↑ 3↓ | $0.7B | 15 |
| Next Q | $1.94 | $1.43–$2.17 | 1.0% | -0.6% | 8↑ 4↓ | $0.7B | 13 |
| Current FY | $8.20 | $7.98–$8.39 | 2.6% | +0.2% | 2↑ 1↓ | $2.7B | 19 |
| Next FY | $8.93 | $8.32–$9.56 | 8.8% | +0.5% | 3↑ 0↓ | $2.9B | 19 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.967 | — |
| 7d ago | $1.964 | +0.003 |
| 30d ago | $1.964 | +0.003 |
| 60d ago | $1.813 | +0.154 |
| 90d ago | $1.813 | +0.154 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 11,499,640 | $1.3B | 14.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,550,280 | $857.8M | 9.8% | — |
| STATE STREET CORP | 6,452,323 | $733.0M | 8.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,729,097 | $650.9M | 7.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,754,033 | $426.7M | 4.9% | — |
| Jupiter Topco LLC | 3,684,121 | $418.6M | 4.8% | — |
| Pictet Asset Management Holding SA | 3,680,544 | $418.2M | 4.8% | — |
| NORGES BANK | 3,135,548 | $356.2M | 4.1% | NEW |
| Invesco Ltd. | 2,675,136 | $303.9M | 3.5% | — |
| CITADEL ADVISORS LLC | 2,274,229 | $258.4M | 3.0% | DOUBLED +290.0% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 3,135,548 | — | $356.2M |
| CITADEL ADVISORS LLC | DOUBLED | 583,088 | 2,274,229 | +290.0% | $258.4M |
| JANE STREET GROUP, LLC | DOUBLED | 150,378 | 1,263,791 | +740.4% | $143.6M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 770,014 | 1,036,409 | +34.6% | $117.8M |
| Amundi | TRIM | 1,725,555 | 947,662 | -45.1% | $107.7M |
| LAZARD ASSET MANAGEMENT LLC | TRIM | 1,305,846 | 689,886 | -47.2% | $78.4M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 1,401,308 | 661,891 | -52.8% | $75.2M |
| HSBC HOLDINGS PLC | ADD | 356,219 | 587,782 | +65.0% | $66.8M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | DOUBLED | 176,909 | 430,877 | +143.6% | $49.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 105,797 | 410,744 | +288.2% | $46.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | BERNSHTEYN ROBERT | Director | EXERCISE | 1,117 | — | — |
| Aug 15, 2026 | STEVENSON JON | Chief Product Officer | EXERCISE | 4,099 | — | — |
| Aug 15, 2026 | STEVENSON JON | Chief Product Officer | TAX W/H | 1,204 | $149.75 | $180.3K |
| Aug 15, 2026 | Barua Neil | President and CEO | EXERCISE | 11,471 | — | — |
| Aug 15, 2026 | Barua Neil | President and CEO | TAX W/H | 5,547 | $149.75 | $830.7K |
| Mar 16, 2026 | Lathan Corinna | Director | SELL | 675 | $157.24 | $106.1K |
| Mar 15, 2026 | Pham Trac | Director | EXERCISE | 1,181 | — | — |
| Mar 3, 2026 | VON STAATS AARON C | EVP, Chief Legal Officer | SELL | 2,639 | $160.00 | $422.2K |
| Feb 11, 2026 | Katz Michal | Director | EXERCISE | 1,500 | — | — |
| Feb 11, 2026 | Benjamin Mark D | Director | EXERCISE | 1,500 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | PTC Inc | Aug 12, 2026(37d) |
| Mar 27, 2026 | Alan Armstrong | R | SENATE | BUY | $1,001 - $15,000 | PTC Inc | Jul 22, 2026(117d) |
| Mar 4, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | PTC Inc | Apr 10, 2026(38d) |
| Feb 24, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | PTC Inc | Mar 12, 2026(17d) |
| Jan 28, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | PTC Inc | Feb 16, 2026(20d) |