Market Cap
$15.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 14, 2026 | BTIG | REITERATE | Buy | 53% |
| Aug 6, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 6, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Aug 6, 2026 | Wedbush | MAINTAIN | Outperform | 57% |
| Aug 6, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Aug 6, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Aug 6, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Jul 28, 2026 | UBS | UPGRADE | Buy | 55% |
| Jul 9, 2026 | BMO Capital | INITIATE | Market Perform | 53% |
| May 15, 2026 | Wedbush | INITIATE | Outperform | 57% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 7 | 8 | 1 | 0 | 59% | |
| Aug 1, 2026 | 6 | 7 | 8 | 1 | 0 | 59% | |
| Jul 1, 2026 | 6 | 6 | 8 | 2 | 0 | 55% | |
| Jun 1, 2026 | 6 | 6 | 8 | 2 | 0 | 55% | |
| May 1, 2026 | 5 | 6 | 8 | 2 | 0 | 52% | |
| Apr 1, 2026 | 5 | 6 | 8 | 2 | 0 | 52% | |
| Mar 1, 2026 | 5 | 7 | 8 | 1 | 0 | 57% | |
| Feb 1, 2026 | 5 | 7 | 8 | 1 | 0 | 57% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.35 | $1.29–$1.43 | -9.7% | +0.3% | 1↑ 10↓ | $1.9B | 11 |
| Next Q | $1.79 | $1.74–$1.90 | 14.0% | -0.0% | 7↑ 2↓ | $2.1B | 11 |
| Current FY | $7.14 | $6.55–$7.55 | 16.9% | -0.5% | 14↑ 0↓ | $8.2B | 15 |
| Next FY | $7.23 | $6.46–$7.50 | 1.2% | +0.1% | 11↑ 3↓ | $8.5B | 15 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.354 | — |
| 7d ago | $1.353 | +0.001 |
| 30d ago | $1.350 | +0.004 |
| 60d ago | $1.412 | -0.058 |
| 90d ago | $1.426 | -0.072 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| Independent Franchise Partners LLP | 16,170,038 | $1.2B | 16.4% | — |
| BlackRock, Inc. | 9,761,863 | $753.1M | 9.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 9,624,829 | $742.6M | 9.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,328,641 | $488.3M | 6.4% | — |
| DAVIS SELECTED ADVISERS | 6,307,729 | $486.7M | 6.4% | — |
| STATE STREET CORP | 5,639,230 | $435.1M | 5.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,910,624 | $378.3M | 5.0% | — |
| Boston Partners | 4,037,963 | $311.5M | 4.1% | — |
| Invesco Ltd. | 3,309,915 | $255.4M | 3.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | DOUBLED | 774,683 | 1,817,658 | +134.6% | $140.2M |
| NORGES BANK | NEW | — | 1,713,676 | — | $132.2M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 540,293 | 1,199,940 | +122.1% | $92.6M |
| Polar Capital Holdings Plc | NEW | — | 935,761 | — | $72.2M |
| JANE STREET GROUP, LLC | NEW | — | 666,327 | — | $51.4M |
| Nuveen, LLC | ADD | 382,092 | 600,071 | +57.0% | $46.3M |
| D. E. Shaw & Co., Inc. | DOUBLED | 145,867 | 526,392 | +260.9% | $40.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 883,534 | 469,316 | -46.9% | $36.2M |
| PFA Pension, Forsikringsaktieselskab | NEW | — | 440,691 | — | $34.0M |
| DEUTSCHE BANK AG\ | TRIM | 706,129 | 400,141 | -43.3% | $30.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Hanson Bryan C | Chief Executive Officer | TAX W/H | 26,468 | $90.95 | $2.4M |
| Sep 1, 2026 | Hanson Bryan C | Chief Executive Officer | EXERCISE | 67,261 | — | — |
| Aug 17, 2026 | Zieselman Neil Craig | SVP, Controller & CAO | AWARD | 6,911 | — | — |
| May 15, 2026 | DeVore Susan D. | Director | AWARD | 3,300 | — | — |
| May 15, 2026 | Wilson Darryl L. | Director | AWARD | 3,300 | — | — |
| May 15, 2026 | Wendell Amy McBride | Director | AWARD | 3,300 | — | — |
| May 15, 2026 | WEILAND JOHN H | Director | AWARD | 3,300 | — | — |
| May 15, 2026 | MAY KAREN J | Director | AWARD | 3,300 | — | — |
| May 15, 2026 | Harris Bernard A Jr | Director | AWARD | 3,300 | — | — |
| May 15, 2026 | EISENBERG GLENN A | Director | AWARD | 3,300 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 27, 2026 | Alan Armstrong | R | SENATE | BUY | $1,001 - $15,000 | SOLVENTUM CORP | Jul 22, 2026(117d) |