Market Cap
$33.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 8, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 7, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 13, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| May 7, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| May 7, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Apr 21, 2026 | UBS | MAINTAIN | Buy | 55% |
| Apr 10, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 9 | 2 | 0 | 0 | 88% | |
| Aug 1, 2026 | 5 | 9 | 2 | 0 | 0 | 88% | |
| Jul 1, 2026 | 5 | 9 | 2 | 0 | 0 | 88% | |
| Jun 1, 2026 | 5 | 9 | 2 | 0 | 0 | 88% | |
| May 1, 2026 | 5 | 9 | 2 | 0 | 0 | 88% | |
| Apr 1, 2026 | 5 | 9 | 2 | 0 | 0 | 88% | |
| Mar 1, 2026 | 5 | 9 | 2 | 0 | 0 | 88% | |
| Feb 1, 2026 | 5 | 8 | 1 | 0 | 0 | 93% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.18 | $1.14–$1.22 | 0.6% | +1.6% | 4↑ 1↓ | $0.9B | 6 |
| Next Q | $1.55 | $1.52–$1.63 | 5.6% | +1.8% | 4↑ 1↓ | $0.9B | 5 |
| Current FY | $5.34 | $5.28–$5.44 | 10.6% | +0.6% | 6↑ 0↓ | $3.5B | 6 |
| Next FY | $5.73 | $5.01–$6.23 | 7.3% | +0.9% | 5↑ 0↓ | $3.8B | 6 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.181 | — |
| 7d ago | $1.171 | +0.010 |
| 30d ago | $1.161 | +0.019 |
| 60d ago | $1.138 | +0.042 |
| 90d ago | $1.130 | +0.050 |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Bassler Bonnie L | Director | AWARD | 642 | $58.41 | $37.5K |
| Sep 28, 2026 | Urist Marshall | EVP, Research & Investments | SELL | 4,126 | $57.88 | $238.8K |
| Sep 22, 2026 | Hite Christopher | EVP & Chairman, Partnering | SELL | 3,927 | $58.93 | $231.4K |
| Sep 22, 2026 | Hite Christopher | EVP & Chairman, Partnering | SELL | 96,073 | $58.51 | $5.6M |
| Aug 19, 2026 | Hite Christopher | EVP & Chairman, Partnering | GIFT | 16,800 | — | — |
| Aug 18, 2026 | Hite Christopher | EVP & Chairman, Partnering | SELL | 100,000 | $59.97 | $6.0M |
| Aug 13, 2026 | Coyne Terrance P. | EVP & CFO | SELL | 9,230 | $58.59 | $540.8K |
| Aug 13, 2026 | Coyne Terrance P. | EVP & CFO | SELL | 1,772 | $59.14 | $104.8K |
| Aug 7, 2026 | Urist Marshall | EVP, Research & Investments | GIFT | 3,000 | — | — |
| Aug 7, 2026 | Legorreta Pablo G. | CEO, Chairman of the Board | GIFT | 30,000 | — | — |