Market Cap
$5.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 11, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Aug 10, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight | 54% |
| Aug 7, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 4, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 4, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 3, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 15, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 6, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| May 27, 2026 | UBS | INITIATE | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 12 | 4 | 0 | 0 | 83% | |
| Aug 1, 2026 | 7 | 12 | 4 | 0 | 0 | 83% | |
| Jul 1, 2026 | 7 | 11 | 5 | 0 | 0 | 78% | |
| Jun 1, 2026 | 7 | 11 | 5 | 0 | 0 | 78% | |
| May 1, 2026 | 7 | 9 | 6 | 0 | 0 | 73% | |
| Apr 1, 2026 | 7 | 9 | 6 | 0 | 0 | 73% | |
| Mar 1, 2026 | 6 | 9 | 6 | 0 | 0 | 71% | |
| Feb 1, 2026 | 6 | 9 | 6 | 0 | 0 | 71% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $5.58 | $4.90–$6.07 | 11.4% | -2.8% | 5↑ 6↓ | $7.1B | 9 |
| Next Q | $5.80 | $5.00–$6.21 | 14.2% | -2.3% | 8↑ 3↓ | $7.2B | 9 |
| Current FY | $21.55 | $20.14–$22.45 | 6.6% | -1.4% | 10↑ 4↓ | $27.8B | 12 |
| Next FY | $24.73 | $22.15–$26.58 | 14.8% | -0.2% | 10↑ 3↓ | $28.8B | 12 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $5.580 | — |
| 7d ago | $5.697 | -0.117 |
| 30d ago | $5.738 | -0.158 |
| 60d ago | $5.778 | -0.197 |
| 90d ago | $5.681 | -0.101 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 2,361,210 | $438.7M | 12.4% | — |
| Brave Warrior Advisors, LLC | 1,524,124 | $283.2M | 8.0% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,506,865 | $280.0M | 7.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,411,486 | $262.2M | 7.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,362,839 | $253.2M | 7.2% | — |
| AQR CAPITAL MANAGEMENT LLC | 1,161,962 | $215.9M | 6.1% | — |
| Invesco Ltd. | 994,643 | $184.8M | 5.2% | — |
| STATE STREET CORP | 868,811 | $161.4M | 4.6% | — |
| Alyeska Investment Group, L.P. | 722,126 | $134.2M | 3.8% | — |
| MORGAN STANLEY | 518,466 | $96.3M | 2.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 307,792 | — | $57.2M |
| D. E. Shaw & Co., Inc. | ADD | 203,280 | 306,886 | +51.0% | $57.0M |
| UBS Group AG | ADD | 102,558 | 155,108 | +51.2% | $28.8M |
| Gotham Asset Management, LLC | TRIM | 237,465 | 138,673 | -41.6% | $25.8M |
| PRUDENTIAL FINANCIAL INC | TRIM | 174,028 | 120,734 | -30.6% | $22.4M |
| Qube Research & Technologies Ltd | NEW | — | 113,312 | — | $21.1M |
| BNP PARIBAS FINANCIAL MARKETS | TRIM | 116,599 | 84,881 | -27.2% | $15.8M |
| CITADEL ADVISORS LLC | DOUBLED | 23,887 | 76,965 | +222.2% | $14.3M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | TRIM | 175,000 | 75,000 | -57.1% | $13.9M |
| Woodline Partners LP | NEW | — | 73,005 | — | $13.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 7, 2026 | Szlosek Thomas A | EVP & CFO | TAX W/H | 1,257 | $209.23 | $263.0K |
| Aug 7, 2026 | Szlosek Thomas A | EVP & CFO | EXERCISE | 3,194 | — | — |
| Aug 5, 2026 | Lutoff-Perlo Lisa | Director | SELL | 900 | $220.00 | $198.0K |
| May 5, 2026 | DEES KIMBERLY | SVP & CAO | SELL | 2,500 | $204.91 | $512.3K |
| Mar 1, 2026 | CAMPLONE GIANLUCA | COO, AN Parts & EVP, Bus Dev | TAX W/H | 2,055 | $195.16 | $401.1K |
| Mar 1, 2026 | EDMUNDS C COLEMAN | EVP, Gen Counsel & Corp Sec | TAX W/H | 2,075 | $195.16 | $405.0K |
| Mar 1, 2026 | EDMUNDS C COLEMAN | EVP, Gen Counsel & Corp Sec | EXERCISE | 2,068 | — | — |
| Mar 1, 2026 | EDMUNDS C COLEMAN | EVP, Gen Counsel & Corp Sec | EXERCISE | 1,360 | — | — |
| Mar 1, 2026 | PARENT JEFF | COO | TAX W/H | 997 | $195.16 | $194.6K |
| Mar 1, 2026 | EDMUNDS C COLEMAN | EVP, Gen Counsel & Corp Sec | EXERCISE | 1,228 | — | — |