Market Cap
$26.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 9, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 2, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Aug 27, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 27, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 27, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Aug 27, 2026 | Guggenheim | REITERATE | Neutral | 52% |
| Aug 27, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 27, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Aug 27, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Aug 24, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 8 | 12 | 2 | 0 | 50% | |
| Aug 1, 2026 | 6 | 8 | 14 | 0 | 0 | 50% | |
| Jul 1, 2026 | 6 | 7 | 14 | 0 | 0 | 48% | |
| Jun 1, 2026 | 5 | 7 | 15 | 0 | 0 | 44% | |
| May 1, 2026 | 5 | 7 | 14 | 1 | 0 | 44% | |
| Apr 1, 2026 | 5 | 6 | 15 | 1 | 0 | 41% | |
| Mar 1, 2026 | 5 | 6 | 16 | 0 | 0 | 41% | |
| Feb 1, 2026 | 5 | 6 | 16 | 0 | 0 | 41% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.20 | $2.12–$2.34 | 12.1% | +3.2% | 9↑ 4↓ | $2.0B | 12 |
| Next Q | $3.29 | $3.07–$3.38 | 8.1% | -0.0% | 8↑ 5↓ | $2.5B | 12 |
| Current FY | $9.85 | $9.37–$10.42 | 11.4% | +5.0% | 12↑ 1↓ | $8.3B | 13 |
| Next FY | $10.51 | $10.30–$10.87 | 6.7% | +2.6% | 14↑ 0↓ | $8.7B | 13 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.197 | — |
| 7d ago | $2.133 | +0.064 |
| 30d ago | $2.128 | +0.068 |
| 60d ago | $2.125 | +0.071 |
| 90d ago | $2.120 | +0.077 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 11,394,517 | $2.7B | 13.5% | — |
| Aristotle Capital Management, LLC | 11,057,269 | $2.6B | 13.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,692,533 | $1.8B | 9.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,200,281 | $1.4B | 7.3% | — |
| STATE STREET CORP | 5,906,785 | $1.4B | 7.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,815,020 | $897.3M | 4.6% | — |
| FIRST TRUST ADVISORS LP | 2,790,554 | $650.5M | 3.3% | — |
| NORGES BANK | 1,757,080 | $409.6M | 2.1% | NEW |
| Invesco Ltd. | 1,688,888 | $393.7M | 2.0% | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,636,136 | $381.4M | 1.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,757,080 | — | $409.6M |
| FMR LLC | TRIM | 4,154,933 | 1,616,247 | -61.1% | $376.7M |
| Nuveen, LLC | DOUBLED | 632,735 | 1,481,007 | +134.1% | $345.2M |
| UBS Group AG | ADD | 748,401 | 1,143,600 | +52.8% | $266.6M |
| JPMORGAN CHASE & CO | TRIM | 841,412 | 593,806 | -29.4% | $143.9M |
| AMERICAN CENTURY COMPANIES INC | ADD | 437,708 | 555,299 | +26.9% | $129.4M |
| Pictet Asset Management Holding SA | ADD | 322,583 | 508,706 | +57.7% | $118.6M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 680,500 | 419,900 | -38.3% | $97.9M |
| PNC FINANCIAL SERVICES GROUP, INC. | DOUBLED | 109,891 | 309,290 | +181.5% | $72.1M |
| CITADEL ADVISORS LLC | ADD | 162,301 | 288,635 | +77.8% | $67.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 16, 2026 | Howie Jeffrey | EVP CHIEF FINANCIAL OFFICER | SELL | 585 | $217.39 | $127.2K |
| Sep 16, 2026 | ALBER LAURA | PRESIDENT & CEO | SELL | 4,710 | $219.17 | $1.0M |
| Sep 16, 2026 | ALBER LAURA | PRESIDENT & CEO | SELL | 8,568 | $220.48 | $1.9M |
| Sep 16, 2026 | ALBER LAURA | PRESIDENT & CEO | SELL | 7,734 | $221.18 | $1.7M |
| Sep 16, 2026 | ALBER LAURA | PRESIDENT & CEO | SELL | 2,382 | $222.86 | $530.9K |
| Sep 16, 2026 | ALBER LAURA | PRESIDENT & CEO | SELL | 11,606 | $222.24 | $2.6M |
| Sep 16, 2026 | Howie Jeffrey | EVP CHIEF FINANCIAL OFFICER | SELL | 403 | $218.12 | $87.9K |
| Sep 16, 2026 | Howie Jeffrey | EVP CHIEF FINANCIAL OFFICER | SELL | 202 | $219.19 | $44.3K |
| Sep 16, 2026 | Howie Jeffrey | EVP CHIEF FINANCIAL OFFICER | SELL | 362 | $220.56 | $79.8K |
| Sep 16, 2026 | Howie Jeffrey | EVP CHIEF FINANCIAL OFFICER | SELL | 420 | $221.63 | $93.1K |