Market Cap
$44.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 31, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Jul 24, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | 58% |
| Jul 24, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 13, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 13, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Jul 10, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Jul 10, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| May 20, 2026 | BMO Capital | REITERATE | Market Perform | 53% |
| May 4, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Apr 30, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 5 | 9 | 1 | 0 | 50% | |
| Aug 1, 2026 | 5 | 5 | 9 | 1 | 0 | 50% | |
| Jul 1, 2026 | 5 | 5 | 9 | 1 | 0 | 50% | |
| Jun 1, 2026 | 5 | 5 | 9 | 1 | 0 | 50% | |
| May 1, 2026 | 5 | 6 | 9 | 1 | 0 | 52% | |
| Apr 1, 2026 | 5 | 6 | 8 | 1 | 0 | 55% | |
| Mar 1, 2026 | 5 | 6 | 8 | 1 | 0 | 55% | |
| Feb 1, 2026 | 5 | 6 | 8 | 1 | 0 | 55% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $11.77 | $11.53–$12.47 | 19.3% | -0.2% | 9↑ 0↓ | $5.1B | 12 |
| Next Q | $12.38 | $12.01–$12.91 | 14.3% | -0.2% | 9↑ 0↓ | $5.2B | 12 |
| Current FY | $46.48 | $45.89–$47.65 | 18.3% | -0.1% | 11↑ 1↓ | $20.0B | 12 |
| Next FY | $51.57 | $50.19–$53.94 | 11.0% | -0.2% | 11↑ 1↓ | $21.2B | 13 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $11.771 | — |
| 7d ago | $11.795 | -0.024 |
| 30d ago | $11.795 | -0.024 |
| 60d ago | $11.783 | -0.012 |
| 90d ago | $11.006 | +0.765 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 7,935,137 | $3.6B | 13.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,900,661 | $2.7B | 10.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,176,700 | $2.4B | 8.8% | — |
| STATE STREET CORP | 4,672,743 | $2.1B | 7.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,756,276 | $1.3B | 4.7% | — |
| Aristotle Capital Management, LLC | 2,083,285 | $955.8M | 3.5% | — |
| MORGAN STANLEY | 1,743,842 | $800.0M | 3.0% | — |
| GOLDMAN SACHS GROUP INC | 1,643,021 | $753.8M | 2.8% | — |
| Nuveen, LLC | 1,490,792 | $683.9M | 2.5% | — |
| AQR CAPITAL MANAGEMENT LLC | 1,324,189 | $607.5M | 2.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,290,282 | — | $591.9M |
| UBS Group AG | TRIM | 1,166,069 | 809,191 | -30.6% | $371.2M |
| AMERICAN CENTURY COMPANIES INC | ADD | 613,750 | 775,743 | +26.4% | $355.9M |
| Man Group plc | ADD | 315,956 | 497,670 | +57.5% | $228.3M |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | 305,278 | 443,609 | +45.3% | $203.5M |
| BNP Paribas Asset Management Holding S.A. | ADD | 222,798 | 325,811 | +46.2% | $149.5M |
| Robeco Institutional Asset Management B.V. | TRIM | 579,799 | 295,074 | -49.1% | $135.4M |
| Allspring Global Investments Holdings, LLC | DOUBLED | 6,969 | 271,031 | +3789.1% | $130.0M |
| CITADEL ADVISORS LLC | ADD | 148,142 | 236,081 | +59.4% | $108.3M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | DOUBLED | 29,199 | 231,289 | +692.1% | $106.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | MELLOH HEATHER J. | EVP AND GENERAL COUNSEL | EXERCISE | 722 | $197.87 | $142.9K |
| Aug 10, 2026 | MELLOH HEATHER J. | EVP AND GENERAL COUNSEL | TAX W/H | 469 | $559.62 | $262.5K |
| Aug 10, 2026 | Brockman Dawn M. | SVP AND CONTROLLER | SELL | 472 | $558.93 | $263.8K |
| Aug 6, 2026 | McGraw Deirdre Davey | EVP Mktg, Strat. & Comms. | EXERCISE | 1,000 | $165.41 | $165.4K |
| Aug 6, 2026 | McGraw Deirdre Davey | EVP Mktg, Strat. & Comms. | TAX W/H | 2,191 | $558.08 | $1.2M |
| Aug 6, 2026 | McGraw Deirdre Davey | EVP Mktg, Strat. & Comms. | SELL | 2,400 | $558.28 | $1.3M |
| Aug 6, 2026 | McGraw Deirdre Davey | EVP Mktg, Strat. & Comms. | EXERCISE | 1,000 | $197.87 | $197.9K |
| Aug 6, 2026 | McGraw Deirdre Davey | EVP Mktg, Strat. & Comms. | EXERCISE | 1,000 | $298.09 | $298.1K |
| Jul 28, 2026 | Berman Walter Stanley | EXECUTIVE VP AND CFO | EXERCISE | 23,206 | $197.87 | $4.6M |
| Jul 28, 2026 | CRACCHIOLO JAMES M | CHAIRMAN AND CEO | EXERCISE | 52,932 | $165.41 | $8.8M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 8, 2026 | Lizzie Fletcher | D | HOUSE | SELL | $1,001 - $15,000 | Ameriprise Financial Inc | May 1, 2026(24d) |