Market Cap
$5.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 10, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 18, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 11, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Jul 21, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 21, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 17, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 16, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| May 12, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| May 4, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Apr 23, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 13 | 4 | 0 | 0 | 84% | |
| Aug 1, 2026 | 8 | 13 | 4 | 0 | 0 | 84% | |
| Jul 1, 2026 | 8 | 13 | 4 | 0 | 0 | 84% | |
| Jun 1, 2026 | 8 | 13 | 4 | 0 | 0 | 84% | |
| May 1, 2026 | 8 | 13 | 4 | 0 | 0 | 84% | |
| Apr 1, 2026 | 8 | 13 | 4 | 0 | 0 | 84% | |
| Mar 1, 2026 | 8 | 13 | 4 | 0 | 0 | 84% | |
| Feb 1, 2026 | 8 | 13 | 4 | 0 | 0 | 84% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.30 | $1.21–$1.40 | -10.7% | -0.5% | 0↑ 12↓ | $0.4B | 14 |
| Next Q | $1.03 | $0.95–$1.09 | 11.1% | +1.2% | 7↑ 5↓ | $0.4B | 14 |
| Current FY | $4.80 | $4.64–$4.92 | 4.7% | +0.1% | 5↑ 10↓ | $1.5B | 17 |
| Next FY | $5.33 | $5.04–$5.59 | 11.1% | -0.3% | 6↑ 9↓ | $1.6B | 17 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.304 | — |
| 7d ago | $1.308 | -0.004 |
| 30d ago | $1.311 | -0.007 |
| 60d ago | $1.327 | -0.023 |
| 90d ago | $1.399 | -0.095 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 7,404,973 | $623.6M | 12.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,374,185 | $284.1M | 5.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,248,781 | $273.6M | 5.6% | — |
| MORGAN STANLEY | 2,623,512 | $220.9M | 4.5% | — |
| STATE STREET CORP | 2,451,054 | $206.5M | 4.2% | — |
| NORGES BANK | 2,358,453 | $198.6M | 4.0% | NEW |
| Capital Research Global Investors | 2,203,275 | $185.5M | 3.8% | — |
| CITADEL ADVISORS LLC | 2,103,981 | $177.2M | 3.6% | — |
| BANK OF MONTREAL /CAN/ | 1,867,566 | $157.3M | 3.2% | — |
| MILLENNIUM MANAGEMENT LLC | 1,760,045 | $148.2M | 3.0% | ADD +60.7% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 2,358,453 | — | $198.6M |
| MILLENNIUM MANAGEMENT LLC | ADD | 1,095,458 | 1,760,045 | +60.7% | $148.2M |
| FMR LLC | ADD | 1,317,745 | 1,647,824 | +25.0% | $138.8M |
| MARSHALL WACE, LLP | DOUBLED | 748,499 | 1,589,340 | +112.3% | $133.8M |
| Boston Partners | TRIM | 3,024,627 | 1,404,923 | -53.6% | $117.9M |
| GOLDMAN SACHS GROUP INC | ADD | 939,480 | 1,330,102 | +41.6% | $112.0M |
| Qube Research & Technologies Ltd | DOUBLED | 406,715 | 1,277,473 | +214.1% | $107.6M |
| Point72 Asset Management, L.P. | DOUBLED | 315,419 | 983,025 | +211.7% | $82.8M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 1,067,378 | 797,795 | -25.3% | $67.2M |
| UBS Group AG | TRIM | 885,977 | 657,273 | -25.8% | $55.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 17, 2026 | Ballotti Geoffrey A | President and CEO | SELL | 19,414 | $72.71 | $1.4M |
| Aug 17, 2026 | Ballotti Geoffrey A | President and CEO | EXERCISE | 20,429 | $65.21 | $1.3M |
| Aug 12, 2026 | Androski Christopher | Chief Accounting Officer | AWARD | 3,647 | — | — |
| Jul 24, 2026 | NELSON RONALD L | Director | AWARD | 545 | $73.53 | $40.1K |
| Jul 24, 2026 | HOLMES STEPHEN P | Director | AWARD | 718 | $73.53 | $52.8K |
| Jul 24, 2026 | BIBLOWIT MYRA J | Director | AWARD | 442 | $73.53 | $32.5K |
| Jul 24, 2026 | BIBLOWIT MYRA J | Director | AWARD | 543 | $73.53 | $39.9K |
| Jul 24, 2026 | BUCKMAN JAMES E | Director | AWARD | 1,068 | $73.53 | $78.5K |
| Jul 24, 2026 | RICHARDS PAULINE | Director | AWARD | 463 | $73.53 | $34.0K |
| Jul 24, 2026 | CHURCHILL BRUCE | Director | AWARD | 633 | $73.53 | $46.5K |