Market Cap
$10.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 29, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 29, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| May 7, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| May 6, 2026 | UBS | MAINTAIN | Neutral | 55% |
| May 6, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Apr 22, 2026 | Barclays | UPGRADE | Overweight | 54% |
| Apr 20, 2026 | Mizuho | DOWNGRADE | Underperform | 52% |
| Apr 17, 2026 | Wolfe Research | DOWNGRADE | Peer Perform | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 2 | 19 | 3 | 2 | 8% | |
| Aug 1, 2026 | 0 | 2 | 19 | 3 | 2 | 8% | |
| Jul 1, 2026 | 0 | 2 | 19 | 3 | 2 | 8% | |
| Jun 1, 2026 | 0 | 2 | 20 | 3 | 2 | 7% | |
| May 1, 2026 | 2 | 6 | 20 | 1 | 0 | 28% | |
| Apr 1, 2026 | 3 | 6 | 21 | 0 | 0 | 30% | |
| Mar 1, 2026 | 3 | 6 | 22 | 0 | 0 | 29% | |
| Feb 1, 2026 | 3 | 6 | 22 | 0 | 0 | 29% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.07 | $1.50–$2.40 | -6.8% | +0.0% | 9↑ 2↓ | $0.9B | 14 |
| Next Q | $2.16 | $1.83–$2.49 | -0.4% | +0.0% | 0↑ 1↓ | $0.9B | 14 |
| Current FY | $7.57 | $6.52–$8.44 | 8.1% | +0.1% | 13↑ 0↓ | $3.5B | 15 |
| Next FY | $7.91 | $6.71–$8.91 | 4.4% | -0.7% | 5↑ 2↓ | $3.6B | 11 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.069 | — |
| 7d ago | $2.069 | — |
| 30d ago | $2.069 | — |
| 60d ago | $1.899 | +0.170 |
| 90d ago | $1.919 | +0.150 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 10,106,250 | $942.6M | 15.1% | — |
| Starboard Value LP | 5,611,526 | $523.4M | 8.4% | TRIM -25.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,326,888 | $496.8M | 8.0% | — |
| STATE STREET CORP | 3,823,735 | $356.6M | 5.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,599,560 | $335.7M | 5.4% | — |
| FIL Ltd | 3,514,637 | $327.8M | 5.3% | — |
| DIMENSIONAL FUND ADVISORS LP | 2,439,538 | $227.5M | 3.6% | — |
| BANK OF AMERICA CORP /DE/ | 1,952,729 | $182.1M | 2.9% | — |
| MILLENNIUM MANAGEMENT LLC | 1,950,781 | $181.9M | 2.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,589,381 | $150.3M | 2.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Starboard Value LP | TRIM | 7,510,871 | 5,611,526 | -25.3% | $523.4M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 631,263 | 1,471,187 | +133.1% | $137.2M |
| Qube Research & Technologies Ltd | DOUBLED | 489,803 | 1,356,977 | +177.0% | $126.6M |
| FMR LLC | ADD | 922,297 | 1,294,231 | +40.3% | $120.7M |
| Assenagon Asset Management S.A. | DOUBLED | 221,303 | 1,183,896 | +435.0% | $110.4M |
| MORGAN STANLEY | ADD | 751,752 | 1,131,015 | +50.5% | $105.5M |
| D. E. Shaw & Co., Inc. | TRIM | 1,601,268 | 992,208 | -38.0% | $92.5M |
| NORGES BANK | NEW | — | 927,169 | — | $86.5M |
| JANE STREET GROUP, LLC | DOUBLED | 441,927 | 890,299 | +101.5% | $83.0M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 544,206 | 758,106 | +39.3% | $70.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | CREVISTON STEVEN E | SVP, Connectivity & Sensors | SELL | 39 | $111.72 | $4.4K |
| Sep 15, 2026 | CREVISTON STEVEN E | SVP, Connectivity & Sensors | SELL | 81 | $112.89 | $9.1K |
| Sep 15, 2026 | CREVISTON STEVEN E | SVP, Connectivity & Sensors | SELL | 191 | $114.59 | $21.9K |
| Sep 15, 2026 | CREVISTON STEVEN E | SVP, Connectivity & Sensors | SELL | 984 | $116.57 | $114.7K |
| Sep 15, 2026 | CREVISTON STEVEN E | SVP, Connectivity & Sensors | SELL | 1,950 | $117.44 | $229.0K |
| Sep 15, 2026 | CREVISTON STEVEN E | SVP, Connectivity & Sensors | SELL | 172 | $118.25 | $20.3K |
| Sep 15, 2026 | CREVISTON STEVEN E | SVP, Connectivity & Sensors | SELL | 1,393 | $115.74 | $161.2K |
| Sep 14, 2026 | FEGO PAUL J | SVP, Global Operations | SELL | 2,500 | $114.11 | $285.3K |
| Sep 2, 2026 | FEGO PAUL J | SVP, Global Operations | SELL | 2,400 | $100.00 | $240.0K |
| Sep 2, 2026 | BRUGGEWORTH ROBERT A | President and CEO | SELL | 12,017 | $101.35 | $1.2M |