Market Cap
$16.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 31, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Aug 31, 2026 | Deutsche Bank | MAINTAIN | Hold | 58% |
| Aug 28, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 28, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Aug 28, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 17, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 17, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 14, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Aug 5, 2026 | Citigroup | DOWNGRADE | Neutral | 55% |
| May 29, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 12 | 7 | 0 | 0 | 73% | |
| Aug 1, 2026 | 8 | 11 | 6 | 0 | 0 | 76% | |
| Jul 1, 2026 | 8 | 11 | 6 | 0 | 0 | 76% | |
| Jun 1, 2026 | 8 | 11 | 6 | 0 | 0 | 76% | |
| May 1, 2026 | 8 | 11 | 5 | 0 | 0 | 79% | |
| Apr 1, 2026 | 8 | 11 | 5 | 0 | 0 | 79% | |
| Mar 1, 2026 | 8 | 11 | 5 | 0 | 0 | 79% | |
| Feb 1, 2026 | 8 | 11 | 5 | 0 | 0 | 79% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.73 | $1.65–$1.95 | 3.0% | -14.6% | 0↑ 16↓ | $3.0B | 17 |
| Next Q | $5.21 | $5.06–$5.91 | 6.6% | -6.0% | 2↑ 14↓ | $4.0B | 17 |
| Current FY | $11.80 | $11.14–$12.15 | 20.9% | -0.2% | 10↑ 7↓ | $12.8B | 18 |
| Next FY | $13.68 | $12.69–$14.88 | 15.9% | +0.4% | 7↑ 9↓ | $14.0B | 18 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.731 | — |
| 7d ago | $1.730 | +0.001 |
| 30d ago | $2.028 | -0.297 |
| 60d ago | $2.038 | -0.307 |
| 90d ago | $2.038 | -0.307 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 6,810,348 | $2.2B | 13.2% | — |
| JPMORGAN CHASE & CO | 6,284,294 | $2.0B | 12.0% | — |
| Capital International Investors | 5,466,722 | $1.7B | 10.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,096,969 | $981.1M | 6.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,843,988 | $901.0M | 5.5% | — |
| STATE STREET CORP | 2,344,548 | $742.8M | 4.5% | — |
| MORGAN STANLEY | 2,110,639 | $668.7M | 4.1% | — |
| AQR CAPITAL MANAGEMENT LLC | 1,450,868 | $450.2M | 2.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,277,055 | $403.5M | 2.5% | — |
| FMR LLC | 1,203,303 | $381.2M | 2.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | 473,042 | 878,425 | +85.7% | $278.3M |
| NORGES BANK | NEW | — | 819,920 | — | $259.8M |
| AMERIPRISE FINANCIAL INC | ADD | 246,225 | 360,739 | +46.5% | $114.3M |
| MARSHALL WACE, LLP | ADD | 119,304 | 227,440 | +90.6% | $72.1M |
| CITIGROUP INC | DOUBLED | 40,018 | 214,991 | +437.2% | $68.1M |
| JANE STREET GROUP, LLC | DOUBLED | 4,013 | 181,066 | +4412.0% | $57.4M |
| DnB Asset Management AS | ADD | 136,385 | 179,776 | +31.8% | $57.0M |
| Allspring Global Investments Holdings, LLC | TRIM | 242,900 | 176,809 | -27.2% | $55.7M |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 359,864 | 153,388 | -57.4% | $48.6M |
| Neuberger Berman Group LLC | ADD | 75,909 | 144,106 | +89.8% | $45.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Vecchio Jennifer | Group President and CMO | SELL | 212 | $254.54 | $54.0K |
| Sep 1, 2026 | Vecchio Jennifer | Group President and CMO | SELL | 307 | $255.94 | $78.6K |
| Sep 1, 2026 | Vecchio Jennifer | Group President and CMO | SELL | 162 | $257.16 | $41.7K |
| Sep 1, 2026 | Vecchio Jennifer | Group President and CMO | SELL | 186 | $262.09 | $48.7K |
| Sep 1, 2026 | Vecchio Jennifer | Group President and CMO | SELL | 440 | $263.62 | $116.0K |
| Sep 1, 2026 | Vecchio Jennifer | Group President and CMO | SELL | 117 | $258.57 | $30.3K |
| Sep 1, 2026 | Vecchio Jennifer | Group President and CMO | SELL | 118 | $264.20 | $31.2K |
| Sep 1, 2026 | Vecchio Jennifer | Group President and CMO | SELL | 136 | $260.76 | $35.5K |
| Aug 3, 2026 | Wolfe Kristin | Chief Financial Officer | TAX W/H | 216 | $368.23 | $79.5K |
| Aug 3, 2026 | Vecchio Jennifer | Group President and CMO | SELL | 847 | $368.44 | $312.1K |