Market Cap
$5.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 8, 2026 | Goldman Sachs | MAINTAIN | Sell | 54% |
| Sep 1, 2026 | Jefferies | MAINTAIN | Hold | 53% |
| Sep 1, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Sep 1, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Sep 1, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 19, 2026 | Jefferies | MAINTAIN | Hold | 53% |
| Jul 7, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Jun 12, 2026 | Goldman Sachs | MAINTAIN | Sell | 54% |
| Jun 3, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jun 2, 2026 | Truist Securities | REITERATE | Hold | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 3 | 9 | 1 | 0 | 41% | |
| Aug 1, 2026 | 2 | 0 | 10 | 3 | 2 | 12% | |
| Jul 1, 2026 | 2 | 0 | 10 | 3 | 2 | 12% | |
| Jun 1, 2026 | 2 | 0 | 10 | 3 | 2 | 12% | |
| May 1, 2026 | 2 | 0 | 9 | 3 | 2 | 13% | |
| Apr 1, 2026 | 2 | 0 | 9 | 3 | 2 | 13% | |
| Mar 1, 2026 | 2 | 0 | 9 | 3 | 2 | 13% | |
| Feb 1, 2026 | 2 | 0 | 9 | 3 | 2 | 13% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.34 | $2.25–$2.41 | -9.2% | -1.6% | 2↑ 5↓ | $1.8B | 9 |
| Next Q | $2.21 | $2.06–$2.37 | -15.7% | -0.8% | 3↑ 3↓ | $1.7B | 9 |
| Current FY | $10.81 | $10.70–$11.06 | 0.6% | +6.2% | 9↑ 0↓ | $7.3B | 10 |
| Next FY | $11.48 | $10.24–$12.26 | 6.2% | +4.4% | 6↑ 2↓ | $7.4B | 9 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.342 | — |
| 7d ago | $2.342 | — |
| 30d ago | $2.381 | -0.039 |
| 60d ago | $2.381 | -0.039 |
| 90d ago | $2.375 | -0.033 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 4,425,516 | $488.6M | 14.8% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2,955,899 | $326.4M | 9.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,278,794 | $251.6M | 7.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,945,931 | $214.9M | 6.5% | — |
| AQR CAPITAL MANAGEMENT LLC | 1,824,510 | $201.4M | 6.1% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,701,057 | $187.8M | 5.7% | — |
| FIRST TRUST ADVISORS LP | 1,672,582 | $184.7M | 5.6% | — |
| Invesco Ltd. | 1,633,992 | $180.4M | 5.5% | — |
| STATE STREET CORP | 1,450,097 | $160.1M | 4.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 975,761 | 1,230,785 | +26.1% | $135.9M |
| NORGES BANK | NEW | — | 356,104 | — | $39.3M |
| GOLDMAN SACHS GROUP INC | ADD | 138,848 | 265,342 | +91.1% | $29.3M |
| Allspring Global Investments Holdings, LLC | ADD | 204,976 | 263,200 | +28.4% | $27.8M |
| AMERICAN CENTURY COMPANIES INC | TRIM | 402,520 | 222,644 | -44.7% | $24.6M |
| Quantinno Capital Management LP | DOUBLED | 72,569 | 208,348 | +187.1% | $23.0M |
| D. E. Shaw & Co., Inc. | DOUBLED | 26,044 | 206,376 | +692.4% | $22.8M |
| Gotham Asset Management, LLC | ADD | 102,908 | 177,210 | +72.2% | $19.6M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 58,575 | 128,302 | +119.0% | $14.2M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 92,450 | 127,350 | +37.8% | $14.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 22, 2026 | Cush C. David | Director | BUY | 1,000 | $132.50 | $132.5K |
| Sep 4, 2026 | Cush C. David | Director | AWARD | 1,220 | — | — |
| Sep 4, 2026 | DiFronzo Vincent P. | EVP,-Air Force & Space, Intel | AWARD | 4,210 | — | — |
| Sep 4, 2026 | Benson David C | Director | AWARD | 1,220 | — | — |
| Jul 2, 2026 | DiFronzo Vincent P. | EVP,-Air Force & Space, Intel | GIFT | 2,682 | — | — |
| Jun 6, 2026 | McCarthy Kathleen T. | EVP, CHRO | TAX W/H | 1,233 | $114.35 | $141.0K |
| Jun 3, 2026 | Eremenko Paul | Director | AWARD | 2,174 | — | — |
| Jun 3, 2026 | Urban David | Director | AWARD | 1,886 | — | — |
| Jun 3, 2026 | REAGAN JAMES | CEO | TAX W/H | 742 | $113.36 | $84.1K |
| Jun 3, 2026 | Tien John K Jr | Director | AWARD | 1,886 | — | — |