Market Cap
$20.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | BTIG | UPGRADE | Buy | 53% |
| Sep 24, 2026 | Goldman Sachs | INITIATE | Sell | 54% |
| Aug 6, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 23, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 10, 2026 | B of A Securities | MAINTAIN | Neutral | 54% |
| Jul 7, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| May 7, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| May 7, 2026 | Wells Fargo | UPGRADE | Overweight | 54% |
| Apr 10, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 12 | 4 | 0 | 0 | 82% | |
| Aug 1, 2026 | 6 | 12 | 4 | 0 | 0 | 82% | |
| Jul 1, 2026 | 6 | 12 | 4 | 0 | 0 | 82% | |
| Jun 1, 2026 | 6 | 12 | 4 | 0 | 0 | 82% | |
| May 1, 2026 | 7 | 10 | 5 | 0 | 0 | 77% | |
| Apr 1, 2026 | 7 | 9 | 5 | 0 | 0 | 76% | |
| Mar 1, 2026 | 7 | 9 | 5 | 0 | 0 | 76% | |
| Feb 1, 2026 | 7 | 8 | 6 | 0 | 0 | 71% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $6.46 | $4.40–$7.63 | -9.8% | +0.3% | 4↑ 7↓ | $0.8B | 13 |
| Next Q | $6.71 | $3.05–$8.35 | -12.8% | +0.1% | 6↑ 6↓ | $0.8B | 13 |
| Current FY | $26.08 | $22.65–$29.05 | -6.4% | +0.1% | 6↑ 7↓ | $3.1B | 14 |
| Next FY | $28.79 | $19.07–$36.10 | 10.4% | +0.3% | 2↑ 11↓ | $3.5B | 14 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $6.461 | — |
| 7d ago | $6.459 | +0.002 |
| 30d ago | $6.439 | +0.022 |
| 60d ago | $7.000 | -0.539 |
| 90d ago | $7.028 | -0.567 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,294,529 | $2.9B | 16.7% | — |
| Avoro Capital Advisors LLC | 2,777,777 | $1.5B | 8.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,919,429 | $1.0B | 6.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,918,256 | $1.0B | 6.0% | — |
| STATE STREET CORP | 1,898,064 | $1.0B | 6.0% | — |
| RENAISSANCE TECHNOLOGIES LLC | 1,708,739 | $925.8M | 5.4% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 1,379,025 | $747.2M | 4.3% | TRIM -39.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 996,598 | $538.9M | 3.1% | — |
| Jupiter Topco LLC | 831,129 | $450.1M | 2.6% | — |
| NORGES BANK | 694,753 | $376.4M | 2.2% | NEW |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 2,264,247 | 1,379,025 | -39.1% | $747.2M |
| NORGES BANK | NEW | — | 694,753 | — | $376.4M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 153,372 | 409,074 | +166.7% | $221.6M |
| JANE STREET GROUP, LLC | DOUBLED | 2,759 | 285,926 | +10263.4% | $154.9M |
| Qube Research & Technologies Ltd | ADD | 123,441 | 233,639 | +89.3% | $126.6M |
| Amundi | ADD | 147,599 | 219,094 | +48.4% | $118.7M |
| Point72 Asset Management, L.P. | ADD | 149,303 | 201,159 | +34.7% | $109.0M |
| TD ASSET MANAGEMENT INC | ADD | 104,588 | 168,649 | +61.3% | $91.4M |
| GOLDMAN SACHS GROUP INC | ADD | 114,419 | 165,979 | +45.1% | $89.9M |
| Man Group plc | ADD | 77,495 | 134,890 | +74.1% | $73.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | MAHON PAUL A | EVP & GENERAL COUNSEL | SELL | 160 | $573.15 | $91.7K |
| Oct 1, 2026 | MAHON PAUL A | EVP & GENERAL COUNSEL | SELL | 823 | $572.25 | $471.0K |
| Oct 1, 2026 | MAHON PAUL A | EVP & GENERAL COUNSEL | SELL | 838 | $570.90 | $478.4K |
| Oct 1, 2026 | MAHON PAUL A | EVP & GENERAL COUNSEL | SELL | 739 | $569.15 | $420.6K |
| Oct 1, 2026 | MAHON PAUL A | EVP & GENERAL COUNSEL | SELL | 720 | $567.76 | $408.8K |
| Oct 1, 2026 | MAHON PAUL A | EVP & GENERAL COUNSEL | SELL | 400 | $566.41 | $226.6K |
| Oct 1, 2026 | MAHON PAUL A | EVP & GENERAL COUNSEL | SELL | 1,480 | $563.09 | $833.4K |
| Oct 1, 2026 | MAHON PAUL A | EVP & GENERAL COUNSEL | SELL | 780 | $561.87 | $438.3K |
| Oct 1, 2026 | MAHON PAUL A | EVP & GENERAL COUNSEL | SELL | 1,480 | $560.19 | $829.1K |
| Oct 1, 2026 | MAHON PAUL A | EVP & GENERAL COUNSEL | SELL | 880 | $558.30 | $491.3K |