Market Cap
$13.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 19, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 13, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Aug 13, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 13, 2026 | Piper Sandler | REITERATE | Overweight | 54% |
| Jul 14, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 13, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 7, 2026 | Oppenheimer | REITERATE | Outperform | 52% |
| May 29, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 7, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| May 7, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 11 | 2 | 0 | 0 | 90% | |
| Aug 1, 2026 | 8 | 12 | 1 | 0 | 0 | 95% | |
| Jul 1, 2026 | 8 | 12 | 1 | 0 | 0 | 95% | |
| Jun 1, 2026 | 8 | 12 | 1 | 0 | 0 | 95% | |
| May 1, 2026 | 8 | 12 | 1 | 0 | 0 | 95% | |
| Apr 1, 2026 | 8 | 12 | 1 | 0 | 0 | 95% | |
| Mar 1, 2026 | 8 | 12 | 1 | 0 | 0 | 95% | |
| Feb 1, 2026 | 8 | 12 | 1 | 0 | 0 | 95% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.86 | $0.85–$0.88 | 6.2% | +0.0% | 1↑ 6↓ | $1.0B | 11 |
| Next Q | $1.16 | $1.14–$1.20 | 16.0% | +0.1% | 10↑ 0↓ | $1.1B | 11 |
| Current FY | $3.67 | $3.65–$3.71 | 17.3% | +0.0% | 12↑ 0↓ | $3.9B | 12 |
| Next FY | $4.14 | $4.02–$4.30 | 12.7% | +0.3% | 9↑ 3↓ | $4.2B | 12 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.860 | — |
| 7d ago | $0.860 | +0.000 |
| 30d ago | $0.860 | +0.000 |
| 60d ago | $0.869 | -0.009 |
| 90d ago | $0.869 | -0.009 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 21,420,556 | $1.1B | 11.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 15,235,616 | $779.8M | 8.4% | — |
| AMERIPRISE FINANCIAL INC | 12,681,892 | $649.2M | 7.0% | DOUBLED +418.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12,120,564 | $620.3M | 6.7% | — |
| STATE STREET CORP | 11,644,706 | $596.0M | 6.4% | — |
| MORGAN STANLEY | 9,316,565 | $476.8M | 5.1% | — |
| Invesco Ltd. | 7,365,918 | $377.0M | 4.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 6,626,366 | $337.9M | 3.6% | — |
| Select Equity Group, L.P. | 5,080,354 | $260.0M | 2.8% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4,496,017 | $230.1M | 2.5% | DOUBLED +191.6% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | DOUBLED | 2,446,475 | 12,681,892 | +418.4% | $649.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 1,541,598 | 4,496,017 | +191.6% | $230.1M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 5,796,451 | 3,167,464 | -45.4% | $162.1M |
| LAZARD ASSET MANAGEMENT LLC | ADD | 2,294,066 | 3,089,187 | +34.7% | $158.1M |
| NORGES BANK | NEW | — | 2,967,406 | — | $151.9M |
| GOLDMAN SACHS GROUP INC | ADD | 1,571,127 | 2,127,952 | +35.4% | $108.9M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 2,899,214 | 1,829,387 | -36.9% | $93.6M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 641,054 | 1,381,394 | +115.5% | $70.7M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 946,744 | 1,356,244 | +43.3% | $69.4M |
| D. E. Shaw & Co., Inc. | ADD | 814,885 | 1,273,344 | +56.3% | $65.2M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Bement Kenneth B | Chief Accounting Officer | AWARD | 1,689 | — | — |
| Sep 2, 2026 | Bement Kenneth B | Chief Accounting Officer | TAX W/H | 1,167 | $58.94 | $68.8K |
| Sep 2, 2026 | Bement Kenneth B | Chief Accounting Officer | EXERCISE | 4,056 | $58.94 | $239.1K |
| Aug 4, 2026 | Gabriel Kaigham | Director | SELL | 1,718 | $60.00 | $103.1K |
| Jun 17, 2026 | Wibergh Johan | Director | EXERCISE | 3,974 | $50.78 | $201.8K |
| Jun 17, 2026 | EKHOLM BORJE | Director | EXERCISE | 3,974 | $50.78 | $201.8K |
| Jun 17, 2026 | SPRAGUE KARA LYNN | Director | EXERCISE | 3,974 | $50.78 | $201.8K |
| Jun 17, 2026 | Sweet Thomas W | Director | EXERCISE | 3,974 | $50.78 | $201.8K |
| Jun 17, 2026 | Nersesian Ronald S. | Director | EXERCISE | 3,974 | $50.78 | $201.8K |
| Jun 17, 2026 | Wibergh Johan | Director | TAX W/H | 265 | $50.78 | $13.5K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 25, 2026 | April McClain Delaney | D | HOUSE | SELL | $100,001 - $250,000 | Trimble Inc | Sep 10, 2026(17d) |