Market Cap
$14.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 23, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Aug 5, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 22, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jun 30, 2026 | Raymond James | UPGRADE | Strong Buy | 54% |
| May 28, 2026 | Barclays | INITIATE | Overweight | 54% |
| May 5, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| May 5, 2026 | Stephens & Co. | REITERATE | Equal-Weight | 54% |
| Apr 17, 2026 | Stephens & Co. | INITIATE | Equal-Weight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 5 | 1 | 0 | 0 | 91% | |
| Aug 1, 2026 | 5 | 5 | 1 | 0 | 0 | 91% | |
| Jul 1, 2026 | 5 | 5 | 1 | 0 | 0 | 91% | |
| Jun 1, 2026 | 5 | 5 | 1 | 0 | 0 | 91% | |
| May 1, 2026 | 5 | 5 | 1 | 0 | 0 | 91% | |
| Apr 1, 2026 | 5 | 5 | 1 | 0 | 0 | 91% | |
| Mar 1, 2026 | 5 | 5 | 1 | 0 | 0 | 91% | |
| Feb 1, 2026 | 5 | 4 | 2 | 0 | 0 | 82% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.00 | $0.94–$1.11 | 7.7% | +0.0% | 3↑ 7↓ | $1.2B | 9 |
| Next Q | $1.21 | $1.14–$1.33 | 9.4% | +0.0% | 2↑ 6↓ | $1.3B | 9 |
| Current FY | $4.35 | $4.04–$4.59 | 8.7% | -0.1% | 2↑ 8↓ | $5.0B | 11 |
| Next FY | $4.87 | $4.46–$5.30 | 11.9% | -0.1% | 3↑ 7↓ | $5.2B | 11 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.002 | — |
| 7d ago | $0.995 | +0.007 |
| 30d ago | $1.002 | — |
| 60d ago | $1.025 | -0.023 |
| 90d ago | $1.027 | -0.025 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 15,595,183 | $1.8B | 10.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 13,429,931 | $1.6B | 9.1% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11,723,635 | $1.4B | 8.1% | — |
| EdgePoint Investment Group Inc. | 9,562,646 | $1.1B | 6.5% | — |
| FIL Ltd | 8,786,787 | $1.0B | 5.9% | ADD +40.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,477,792 | $987.2M | 5.7% | — |
| STATE STREET CORP | 6,566,327 | $764.6M | 4.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 5,280,676 | $614.1M | 3.6% | — |
| ROYAL BANK OF CANADA | 4,989,662 | $581.0M | 3.4% | — |
| Jupiter Topco LLC | 4,421,743 | $514.9M | 3.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FIL Ltd | ADD | 6,245,775 | 8,786,787 | +40.7% | $1.0B |
| NORGES BANK | NEW | — | 2,514,982 | — | $292.7M |
| MORGAN STANLEY | ADD | 970,396 | 1,691,064 | +74.3% | $196.9M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 703,667 | 1,530,741 | +117.5% | $178.3M |
| MACKENZIE FINANCIAL CORP | TRIM | 1,399,118 | 1,005,763 | -28.1% | $166.1M |
| Holocene Advisors, LP | DOUBLED | 697,327 | 1,409,745 | +102.2% | $164.2M |
| CIBC Asset Management Inc | TRIM | 1,057,548 | 775,230 | -26.7% | $91.9M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 389,857 | 663,616 | +70.2% | $76.5M |
| Federation des caisses Desjardins du Quebec | DOUBLED | 204,798 | 527,140 | +157.4% | $60.9M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | ADD | 270,226 | 412,925 | +52.8% | $47.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 17, 2026 | Harford Chloe | Director | AWARD | 8 | — | — |
| Sep 17, 2026 | DeWitt Adam | Director | AWARD | 34 | — | — |
| Sep 17, 2026 | DeWitt Adam | Director | AWARD | 8 | — | — |
| Sep 17, 2026 | Morrison Gregory B | Director | AWARD | 8 | — | — |
| Sep 17, 2026 | Sieger Michael D | Director | AWARD | 9 | — | — |
| Sep 17, 2026 | Sieger Michael D | Director | AWARD | 8 | — | — |
| Sep 17, 2026 | Schmit Jennifer Laura | Chief People Officer | AWARD | 4 | — | — |
| Sep 17, 2026 | Schmit Jennifer Laura | Chief People Officer | AWARD | 4 | — | — |
| Sep 17, 2026 | Schmit Jennifer Laura | Chief People Officer | AWARD | 7 | — | — |
| Sep 17, 2026 | Carlson Christopher | Chief Accounting Officer | AWARD | 4 | — | — |