Market Cap
$17.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 3, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 31, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 16, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 14, 2026 | Stephens & Co. | UPGRADE | Overweight | 54% |
| Jun 16, 2026 | DA Davidson | INITIATE | Buy | 53% |
| May 4, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 4, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight | 54% |
| May 1, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| May 1, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 6 | 2 | 0 | 0 | 87% | |
| Aug 1, 2026 | 7 | 6 | 2 | 0 | 0 | 87% | |
| Jul 1, 2026 | 6 | 6 | 3 | 0 | 0 | 80% | |
| Jun 1, 2026 | 6 | 6 | 2 | 0 | 0 | 86% | |
| May 1, 2026 | 6 | 7 | 2 | 0 | 0 | 87% | |
| Apr 1, 2026 | 6 | 7 | 2 | 0 | 0 | 87% | |
| Mar 1, 2026 | 6 | 8 | 2 | 0 | 0 | 88% | |
| Feb 1, 2026 | 6 | 7 | 3 | 0 | 0 | 81% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.66 | $4.45–$4.91 | 19.0% | -0.0% | 9↑ 1↓ | $6.9B | 10 |
| Next Q | $4.23 | $4.11–$4.32 | 24.5% | +0.0% | 4↑ 6↓ | $6.6B | 10 |
| Current FY | $16.87 | $16.50–$17.28 | 30.7% | -0.0% | 11↑ 0↓ | $26.2B | 11 |
| Next FY | $20.04 | $19.00–$21.25 | 18.8% | +0.0% | 11↑ 0↓ | $27.9B | 11 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.663 | — |
| 7d ago | $4.665 | -0.002 |
| 30d ago | $4.665 | -0.002 |
| 60d ago | $4.483 | +0.181 |
| 90d ago | $4.490 | +0.174 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 8,958,787 | $3.1B | 24.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,200,573 | $760.1M | 6.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,072,241 | $715.8M | 5.7% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 2,018,251 | $697.2M | 5.6% | TRIM -43.9% |
| DIMENSIONAL FUND ADVISORS LP | 2,013,677 | $695.6M | 5.5% | — |
| STATE STREET CORP | 1,515,816 | $523.6M | 4.2% | — |
| Invesco Ltd. | 971,590 | $335.6M | 2.7% | — |
| JANE STREET GROUP, LLC | 946,593 | $327.0M | 2.6% | DOUBLED +7122.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 927,915 | $320.6M | 2.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 3,600,115 | 2,018,251 | -43.9% | $697.2M |
| JANE STREET GROUP, LLC | DOUBLED | 13,107 | 946,593 | +7122.0% | $327.0M |
| NORGES BANK | NEW | — | 860,367 | — | $297.2M |
| CITIGROUP INC | DOUBLED | 70,824 | 623,906 | +780.9% | $215.5M |
| CITADEL ADVISORS LLC | DOUBLED | 5,956 | 405,381 | +6706.3% | $140.0M |
| GOLDMAN SACHS GROUP INC | ADD | 178,260 | 268,449 | +50.6% | $92.7M |
| Holocene Advisors, LP | TRIM | 379,344 | 233,193 | -38.5% | $80.6M |
| Point72 Asset Management, L.P. | ADD | 118,421 | 218,675 | +84.7% | $75.5M |
| Qube Research & Technologies Ltd | NEW | — | 213,544 | — | $73.8M |
| Allspring Global Investments Holdings, LLC | TRIM | 611,245 | 214,636 | -64.9% | $68.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Carter Michael Lonon | Director | AWARD | 0.919 | — | — |
| Sep 30, 2026 | WAJSGRAS DAVID C | Director | AWARD | 86.909 | $359.57 | $31.2K |
| Sep 30, 2026 | Sundaram Easwaran | Director | AWARD | 86.909 | $359.57 | $31.2K |
| Sep 30, 2026 | WAJSGRAS DAVID C | Director | AWARD | 1.204 | — | — |
| Sep 30, 2026 | Porwal Hemant | EVP Supply Chain & Operations | AWARD | 2.766 | — | — |
| Sep 30, 2026 | Sundaram Easwaran | Director | AWARD | 20.384 | — | — |
| Sep 30, 2026 | Kulasa Matthew S | SVP, Corp. Controller & CAO | AWARD | 1.16 | — | — |
| Sep 30, 2026 | Khurana Akash | EVP, Chief Info & Digital Off. | AWARD | 27.453 | — | — |
| Sep 11, 2026 | Castillo Daniel J | EVP & GM, EES | TAX W/H | 1,618.011 | $356.32 | $576.5K |
| Aug 17, 2026 | Khurana Akash | EVP, Chief Info & Digital Off. | SELL | 1,480 | $367.13 | $543.4K |