Market Cap
$26.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 22, 2026 | Morgan Stanley | UPGRADE | Overweight | 55% |
| Sep 9, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 3, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 27, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 13, 2026 | BNP Paribas | INITIATE | Outperform | — |
| Jul 9, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 6, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 2, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Jun 9, 2026 | Barclays | UPGRADE | Overweight | 54% |
| Jun 2, 2026 | Stephens & Co. | REITERATE | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 14 | 2 | 0 | 0 | 91% | |
| Aug 1, 2026 | 7 | 14 | 2 | 0 | 0 | 91% | |
| Jul 1, 2026 | 8 | 12 | 2 | 0 | 0 | 91% | |
| Jun 1, 2026 | 7 | 11 | 4 | 0 | 0 | 82% | |
| May 1, 2026 | 6 | 13 | 4 | 0 | 0 | 83% | |
| Apr 1, 2026 | 6 | 12 | 5 | 0 | 0 | 78% | |
| Mar 1, 2026 | 6 | 12 | 5 | 0 | 0 | 78% | |
| Feb 1, 2026 | 6 | 12 | 5 | 0 | 0 | 78% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.19 | $2.16–$2.23 | 11.9% | +0.1% | 9↑ 0↓ | $0.8B | 13 |
| Next Q | $2.27 | $2.19–$2.32 | 11.4% | +0.1% | 4↑ 3↓ | $0.8B | 12 |
| Current FY | $8.96 | $8.83–$9.05 | 22.9% | +0.0% | 14↑ 0↓ | $3.4B | 17 |
| Next FY | $9.98 | $9.71–$10.67 | 11.4% | +0.2% | 14↑ 0↓ | $3.6B | 17 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.193 | — |
| 7d ago | $2.193 | — |
| 30d ago | $2.190 | +0.003 |
| 60d ago | $2.190 | +0.003 |
| 90d ago | $2.125 | +0.067 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 6,651,784 | $2.4B | 13.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,613,134 | $1.7B | 9.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,015,766 | $1.4B | 7.9% | — |
| FMR LLC | 3,574,816 | $1.3B | 7.0% | DOUBLED +186.0% |
| STATE STREET CORP | 3,348,698 | $1.2B | 6.6% | — |
| Artisan Partners Limited Partnership | 2,411,792 | $865.8M | 4.7% | — |
| Bank of New York Mellon Corp | 2,043,823 | $733.7M | 4.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,903,279 | $680.6M | 3.7% | — |
| MORGAN STANLEY | 1,582,546 | $568.1M | 3.1% | — |
| JPMORGAN CHASE & CO | 1,164,527 | $413.0M | 2.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | DOUBLED | 1,249,748 | 3,574,816 | +186.0% | $1.3B |
| NORGES BANK | NEW | — | 862,915 | — | $309.8M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | TRIM | 705,336 | 507,786 | -28.0% | $182.3M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | ADD | 388,239 | 495,334 | +27.6% | $177.8M |
| APG Asset Management N.V. | TRIM | 1,267,282 | 560,582 | -55.8% | $176.0M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | DOUBLED | 39,725 | 417,309 | +950.5% | $149.8M |
| Amundi | TRIM | 644,065 | 385,311 | -40.2% | $138.3M |
| UBS Group AG | ADD | 275,508 | 374,361 | +35.9% | $134.4M |
| Quantinno Capital Management LP | ADD | 161,478 | 308,116 | +90.8% | $110.6M |
| Point72 Asset Management, L.P. | ADD | 159,350 | 283,396 | +77.8% | $101.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | HAUGEN JANET BRUTSCHEA | Director | AWARD | 44 | $370.76 | $16.3K |
| Sep 15, 2026 | Favorite Annette F | Sr. VP & Chief HR Officer | EXERCISE | 2,524 | $89.64 | $226.3K |
| Sep 15, 2026 | Favorite Annette F | Sr. VP & Chief HR Officer | SELL | 2,524 | $365.00 | $921.3K |
| Sep 14, 2026 | Favorite Annette F | Sr. VP & Chief HR Officer | EXERCISE | 2,500 | $89.64 | $224.1K |
| Sep 14, 2026 | Favorite Annette F | Sr. VP & Chief HR Officer | SELL | 2,500 | $355.00 | $887.5K |
| Sep 11, 2026 | Favorite Annette F | Sr. VP & Chief HR Officer | SELL | 2,500 | $345.00 | $862.5K |
| Sep 11, 2026 | Favorite Annette F | Sr. VP & Chief HR Officer | EXERCISE | 2,500 | $89.64 | $224.1K |
| Sep 8, 2026 | Lagarde Michel | President and CEO | AWARD | 13,879 | — | — |
| Sep 8, 2026 | Lagarde Michel | President and CEO | AWARD | 11,081 | — | — |
| Sep 8, 2026 | Lagarde Michel | President and CEO | AWARD | 12,088 | — | — |