Market Cap
$42.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Sep 21, 2026 | Guggenheim | REITERATE | Buy | 52% |
| Sep 18, 2026 | BTIG | REITERATE | Buy | 53% |
| Sep 17, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Sep 15, 2026 | Cantor Fitzgerald | INITIATE | Neutral | 49% |
| Sep 2, 2026 | Argus Research | REITERATE | Buy | 54% |
| Aug 31, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 31, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Aug 28, 2026 | BNP Paribas | MAINTAIN | Outperform | — |
| Aug 28, 2026 | UBS | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 13 | 24 | 6 | 0 | 0 | 86% | |
| Aug 1, 2026 | 13 | 24 | 5 | 0 | 0 | 88% | |
| Jul 1, 2026 | 12 | 25 | 4 | 0 | 0 | 90% | |
| Jun 1, 2026 | 12 | 24 | 4 | 0 | 0 | 90% | |
| May 1, 2026 | 11 | 24 | 5 | 0 | 0 | 88% | |
| Apr 1, 2026 | 11 | 24 | 4 | 0 | 0 | 90% | |
| Mar 1, 2026 | 11 | 23 | 4 | 0 | 0 | 89% | |
| Feb 1, 2026 | 11 | 22 | 5 | 0 | 0 | 87% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.07 | $3.04–$3.11 | 14.9% | -0.0% | 1↑ 20↓ | $2.1B | 28 |
| Next Q | $3.20 | $2.96–$3.27 | 12.3% | -0.0% | 1↑ 21↓ | $2.2B | 28 |
| Current FY | $12.61 | $12.53–$13.35 | 20.9% | +0.1% | 15↑ 15↓ | $8.3B | 36 |
| Next FY | $14.20 | $13.19–$15.64 | 12.6% | +0.1% | 14↑ 18↓ | $9.2B | 36 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.068 | — |
| 7d ago | $3.068 | — |
| 30d ago | $3.068 | -0.000 |
| 60d ago | $3.150 | -0.082 |
| 90d ago | $3.150 | -0.082 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 24,837,233 | $4.8B | 15.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 13,797,791 | $2.7B | 8.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11,606,318 | $2.3B | 7.4% | ADD +33.6% |
| STATE STREET CORP | 10,268,172 | $2.0B | 6.6% | — |
| Invesco Ltd. | 7,845,527 | $1.5B | 5.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 6,891,840 | $1.3B | 4.4% | — |
| LOOMIS SAYLES & CO L P | 6,335,468 | $1.2B | 4.1% | — |
| JPMORGAN CHASE & CO | 5,023,243 | $980.7M | 3.2% | — |
| FMR LLC | 3,803,875 | $739.5M | 2.4% | — |
| Ninety One UK Ltd | 3,799,635 | $738.7M | 2.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 8,687,613 | 11,606,318 | +33.6% | $2.3B |
| Aristotle Capital Management, LLC | DOUBLED | 1,481 | 3,560,682 | +240324.2% | $692.3M |
| NORGES BANK | NEW | — | 2,903,600 | — | $564.5M |
| Pictet Asset Management Holding SA | ADD | 2,103,376 | 2,746,643 | +30.6% | $534.0M |
| ROYAL BANK OF CANADA | ADD | 1,212,347 | 1,767,422 | +45.8% | $343.6M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 3,419,138 | 1,655,978 | -51.6% | $331.4M |
| Robeco Institutional Asset Management B.V. | ADD | 982,304 | 1,239,415 | +26.2% | $241.0M |
| FIRST TRUST ADVISORS LP | TRIM | 1,098,800 | 701,252 | -36.2% | $136.3M |
| Alyeska Investment Group, L.P. | DOUBLED | 196,148 | 683,227 | +248.3% | $132.8M |
| CITIGROUP INC | ADD | 379,366 | 607,357 | +60.1% | $118.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 23, 2026 | CAHILL JOHN T | Director | BUY | 2,000 | $189.20 | $378.4K |
| Jun 22, 2026 | Krishnan Ram R. | Director | AWARD | 0 | — | — |
| Jun 17, 2026 | CAHILL JOHN T | Director | AWARD | 621 | — | — |
| Jun 17, 2026 | Abbosh Omar | Director | AWARD | 1,553 | — | — |
| Jun 17, 2026 | Epstein Jeff | Director | AWARD | 466 | — | — |
| Jun 17, 2026 | Irving Blake | Director | AWARD | 559 | — | — |
| Jun 17, 2026 | rahim rami | Director | AWARD | 466 | — | — |
| Jun 17, 2026 | BLASING KAREN | Director | AWARD | 590 | — | — |
| Jun 17, 2026 | Howard Ayanna | Director | AWARD | 466 | — | — |
| Jun 17, 2026 | Simons Anna C | Director | AWARD | 466 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 7, 2026 | Ro Khanna | D | HOUSE | SELL | $15,001 - $50,000 | AUTODESK Inc | Aug 12, 2026(37d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | AUTODESK Inc | May 13, 2026(31d) |
| Mar 4, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | AUTODESK Inc | Apr 10, 2026(38d) |
| Feb 27, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | AUTODESK Inc | Mar 12, 2026(14d) |
| Feb 13, 2026 | Angus King | O | SENATE | SELL | $1,001 - $15,000 | AUTODESK Inc | Mar 24, 2026(39d) |