Market Cap
$34.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 18, 2026 | RBC Capital | REITERATE | Sector Perform | 55% |
| Aug 6, 2026 | Argus Research | UPGRADE | Buy | 54% |
| Jul 29, 2026 | JP Morgan | MAINTAIN | Underweight | 55% |
| Jul 24, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 24, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Jul 10, 2026 | BMO Capital | INITIATE | Market Perform | 53% |
| Apr 24, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Apr 24, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Apr 24, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Apr 24, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 6 | 12 | 2 | 0 | 46% | |
| Aug 1, 2026 | 5 | 6 | 13 | 2 | 0 | 42% | |
| Jul 1, 2026 | 6 | 6 | 11 | 2 | 0 | 48% | |
| Jun 1, 2026 | 6 | 5 | 11 | 3 | 0 | 44% | |
| May 1, 2026 | 6 | 6 | 11 | 3 | 0 | 46% | |
| Apr 1, 2026 | 6 | 5 | 11 | 3 | 0 | 44% | |
| Mar 1, 2026 | 6 | 5 | 11 | 3 | 0 | 44% | |
| Feb 1, 2026 | 6 | 5 | 11 | 3 | 0 | 44% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $5.79 | $5.71–$5.88 | 12.6% | +0.0% | 15↑ 0↓ | $2.2B | 15 |
| Next Q | $5.91 | $5.80–$5.97 | 13.3% | -0.0% | 12↑ 3↓ | $2.2B | 15 |
| Current FY | $22.22 | $22.01–$22.33 | 11.1% | -0.0% | 14↑ 0↓ | $8.6B | 17 |
| Next FY | $24.38 | $23.27–$25.60 | 9.7% | +0.4% | 13↑ 3↓ | $9.1B | 17 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $5.789 | — |
| 7d ago | $5.789 | +0.001 |
| 30d ago | $5.789 | +0.001 |
| 60d ago | $5.783 | +0.007 |
| 90d ago | $5.651 | +0.138 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 9,890,694 | $3.3B | 13.5% | — |
| DODGE & COX | 7,060,583 | $2.4B | 9.7% | DOUBLED +111.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,593,203 | $2.2B | 9.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,741,899 | $1.9B | 7.8% | — |
| STATE STREET CORP | 5,158,880 | $1.7B | 7.1% | — |
| Invesco Ltd. | 4,270,321 | $1.4B | 5.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,118,342 | $1.1B | 4.3% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 2,631,070 | $890.3M | 3.6% | — |
| NORGES BANK | 2,074,272 | $701.9M | 2.8% | NEW |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| DODGE & COX | DOUBLED | 3,343,694 | 7,060,583 | +111.2% | $2.4B |
| NORGES BANK | NEW | — | 2,074,272 | — | $701.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 1,339,710 | 1,887,401 | +40.9% | $638.7M |
| FIRST TRUST ADVISORS LP | ADD | 579,343 | 939,140 | +62.1% | $317.8M |
| JPMORGAN CHASE & CO | TRIM | 1,563,623 | 830,002 | -46.9% | $277.9M |
| UBS Group AG | ADD | 437,727 | 770,568 | +76.0% | $260.8M |
| D. E. Shaw & Co., Inc. | TRIM | 1,154,318 | 522,807 | -54.7% | $176.9M |
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | 82,628 | 390,827 | +373.0% | $132.3M |
| CIBC Bancorp USA Inc. | TRIM | 556,978 | 349,793 | -37.2% | $118.6M |
| Woodline Partners LP | ADD | 209,275 | 295,802 | +41.3% | $100.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | ARCHAMBEAU SHELLYE L | Director | AWARD | 84 | — | — |
| Sep 15, 2026 | ESTEVES IRENE M | Director | AWARD | 78 | — | — |
| Sep 15, 2026 | Joyce Thomas Patrick JR | Director | AWARD | 78 | — | — |
| Jul 27, 2026 | Stipancich John K | EVP, Chief Legal Officer & Sec | SELL | 2,000 | $379.05 | $758.1K |
| Jul 27, 2026 | Stipancich John K | EVP, Chief Legal Officer & Sec | EXERCISE | 2,000 | $228.84 | $457.7K |
| Jul 24, 2026 | WALLMAN RICHARD F | Director | SELL | 6,434 | $361.00 | $2.3M |
| May 20, 2026 | WALLMAN RICHARD F | Director | AWARD | 1,191 | — | — |
| May 20, 2026 | Thatcher Laura G | Director | AWARD | 1,191 | — | — |
| May 20, 2026 | Murphy John Francis | Director | AWARD | 1,191 | — | — |
| May 20, 2026 | JOHNSON ROBERT D | Director | AWARD | 1,191 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 27, 2026 | Alan Armstrong | R | SENATE | BUY | $1,001 - $15,000 | Roper Technologies Inc | Jul 22, 2026(117d) |
| Feb 27, 2026 | Jared Moskowitz | D | HOUSE | SELL | $1,001 - $15,000 | Roper Technologies Inc | Mar 31, 2026(33d) |
| Feb 27, 2026 | Jared Moskowitz | D | HOUSE | SELL | $1,001 - $15,000 | Roper Technologies Inc | Mar 31, 2026(33d) |
| Feb 27, 2026 | Jared Moskowitz | D | HOUSE | SELL | $1,001 - $15,000 | Roper Technologies Inc | Mar 31, 2026(33d) |