Market Cap
$11.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 7, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 7, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 6, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Jul 20, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 16, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 13, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Jul 2, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Jun 30, 2026 | Barclays | UPGRADE | Overweight | 54% |
| May 11, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| May 8, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 4 | 10 | 0 | 0 | 38% | |
| Aug 1, 2026 | 2 | 4 | 11 | 0 | 0 | 35% | |
| Jul 1, 2026 | 2 | 4 | 11 | 0 | 0 | 35% | |
| Jun 1, 2026 | 2 | 3 | 12 | 0 | 0 | 29% | |
| May 1, 2026 | 2 | 3 | 12 | 0 | 0 | 29% | |
| Apr 1, 2026 | 2 | 3 | 12 | 0 | 0 | 29% | |
| Mar 1, 2026 | 3 | 3 | 11 | 0 | 0 | 35% | |
| Feb 1, 2026 | 3 | 3 | 11 | 0 | 0 | 35% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.14 | $3.13–$3.17 | 25.8% | -0.1% | 9↑ 0↓ | $0.7B | 8 |
| Next Q | $3.01 | $2.93–$3.05 | 14.9% | -0.4% | 8↑ 1↓ | $0.7B | 8 |
| Current FY | $12.70 | $11.46–$12.91 | 20.1% | -1.2% | 9↑ 0↓ | $2.8B | 9 |
| Next FY | $14.04 | $13.73–$14.41 | 10.5% | -0.4% | 9↑ 0↓ | $3.0B | 8 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.144 | — |
| 7d ago | $3.140 | +0.004 |
| 30d ago | $3.148 | -0.004 |
| 60d ago | $2.849 | +0.295 |
| 90d ago | $2.816 | +0.328 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 2,820,067 | $1.1B | 14.0% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,984,087 | $776.7M | 9.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,496,689 | $585.9M | 7.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,235,782 | $483.7M | 6.2% | — |
| Boston Partners | 997,499 | $389.9M | 5.0% | ADD +32.0% |
| STATE STREET CORP | 852,511 | $333.6M | 4.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 767,575 | $300.5M | 3.8% | — |
| Capital World Investors | 659,012 | $258.0M | 3.3% | NEW |
| FIRST TRUST ADVISORS LP | 546,475 | $213.9M | 2.7% | — |
| Impax Asset Management Group plc | 543,412 | $212.7M | 2.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Boston Partners | ADD | 755,904 | 997,499 | +32.0% | $389.9M |
| Capital World Investors | NEW | — | 659,012 | — | $258.0M |
| Pictet Asset Management Holding SA | DOUBLED | 18,863 | 489,605 | +2495.6% | $191.6M |
| MORGAN STANLEY | ADD | 198,524 | 327,665 | +65.1% | $128.3M |
| NORTHERN TRUST CORP | TRIM | 361,010 | 260,683 | -27.8% | $102.0M |
| NORGES BANK | NEW | — | 241,492 | — | $94.5M |
| UBS Group AG | DOUBLED | 79,050 | 239,210 | +202.6% | $93.6M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 135,140 | 179,940 | +33.2% | $70.4M |
| Polar Capital Holdings Plc | ADD | 126,505 | 163,097 | +28.9% | $63.8M |
| D. E. Shaw & Co., Inc. | DOUBLED | 3,048 | 127,649 | +4088.0% | $50.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 4, 2026 | Melhem Elie | President- APAC, M. East, Afr. | SELL | 1,096 | $359.55 | $394.1K |
| Sep 1, 2026 | Noonan Joseph T | Director | SELL | 918 | $352.62 | $323.7K |
| Sep 1, 2026 | Noonan Joseph T | Director | SELL | 1,266 | $354.62 | $448.9K |
| Sep 1, 2026 | Noonan Joseph T | Director | SELL | 1,466 | $353.63 | $518.4K |
| Aug 20, 2026 | HORNE TIMOTHY P | 10%+ Owner | GIFT | 3,650 | — | — |
| Aug 20, 2026 | Noonan Joseph T | Director | CONVERT | 3,650 | — | — |
| Aug 20, 2026 | Noonan Joseph T | Director | CONVERT | 3,650 | — | — |
| Aug 20, 2026 | Noonan Joseph T | Director | GIFT | 3,650 | — | — |
| Aug 3, 2026 | Dunbar David A. | Director | AWARD | 456 | — | — |
| Aug 3, 2026 | Boll Rebecca | Director | AWARD | 456 | — | — |