Market Cap
$90.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 28, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jul 28, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Jul 28, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 28, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jul 28, 2026 | Needham | REITERATE | Buy | 50% |
| Jul 28, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Jul 16, 2026 | Benchmark | INITIATE | Buy | 54% |
| Jul 14, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Jun 9, 2026 | Stifel | MAINTAIN | Buy | 54% |
| May 26, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 20 | 3 | 0 | 0 | 91% | |
| Aug 1, 2026 | 9 | 20 | 3 | 0 | 0 | 91% | |
| Jul 1, 2026 | 9 | 19 | 3 | 0 | 0 | 90% | |
| Jun 1, 2026 | 9 | 20 | 3 | 0 | 0 | 91% | |
| May 1, 2026 | 9 | 20 | 3 | 0 | 0 | 91% | |
| Apr 1, 2026 | 9 | 19 | 4 | 0 | 0 | 88% | |
| Mar 1, 2026 | 9 | 19 | 4 | 0 | 0 | 88% | |
| Feb 1, 2026 | 9 | 17 | 6 | 0 | 0 | 81% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.05 | $2.02–$2.08 | 6.0% | +0.0% | 16↑ 1↓ | $1.6B | 18 |
| Next Q | $2.02 | $1.97–$2.16 | 1.7% | +0.2% | 10↑ 6↓ | $1.6B | 18 |
| Current FY | $4.81 | $4.68–$4.92 | 18.4% | +0.0% | 10↑ 0↓ | $6.3B | 13 |
| Next FY | $9.57 | $8.78–$10.05 | 17.4% | +0.2% | 19↑ 0↓ | $7.2B | 25 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.046 | — |
| 7d ago | $2.045 | +0.000 |
| 30d ago | $2.045 | +0.001 |
| 60d ago | $2.045 | +0.001 |
| 90d ago | $1.931 | +0.115 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 26,660,845 | $10.0B | 14.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 18,016,381 | $6.8B | 9.5% | — |
| STATE STREET CORP | 13,031,391 | $4.9B | 6.9% | — |
| FMR LLC | 9,554,947 | $3.6B | 5.0% | — |
| Invesco Ltd. | 8,980,518 | $3.4B | 4.7% | — |
| JPMORGAN CHASE & CO | 7,865,907 | $2.9B | 4.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 7,184,139 | $2.7B | 3.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,961,873 | $2.6B | 3.7% | — |
| VAN ECK ASSOCIATES CORP | 4,889,765 | $1.8B | 2.6% | — |
| Capital International Investors | 4,886,202 | $1.8B | 2.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 3,395,031 | — | $1.3B |
| PeakShares LLC | NEW | — | 3,017 | — | $1.1B |
| AMERICAN CENTURY COMPANIES INC | ADD | 1,228,875 | 2,288,432 | +86.2% | $858.9M |
| Nuveen, LLC | ADD | 1,152,596 | 2,086,191 | +81.0% | $783.0M |
| PRINCIPAL FINANCIAL GROUP INC | TRIM | 1,888,874 | 1,334,480 | -29.4% | $500.9M |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 321,018 | 983,147 | +206.3% | $368.6M |
| BROWN ADVISORY INC | TRIM | 1,197,183 | 754,241 | -37.0% | $283.1M |
| APG Asset Management N.V. | TRIM | 1,422,149 | 788,610 | -44.5% | $258.9M |
| CITIGROUP INC | ADD | 478,953 | 649,117 | +35.5% | $243.6M |
| CITADEL ADVISORS LLC | ADD | 400,795 | 550,559 | +37.4% | $206.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 17, 2026 | Cunningham Paul | Sr. Vice President | TAX W/H | 1,181 | $280.76 | $331.6K |
| Sep 17, 2026 | Scannell Paul | Sr. Vice President | TAX W/H | 937 | $280.76 | $263.1K |
| Sep 17, 2026 | WALL JOHN M | Sr. VP & CFO | TAX W/H | 1,433 | $280.76 | $402.3K |
| Sep 17, 2026 | TENG CHIN-CHI | Sr. Vice President | TAX W/H | 1,181 | $280.76 | $331.6K |
| Sep 17, 2026 | DEVGAN ANIRUDH | President and CEO | TAX W/H | 3,779 | $280.76 | $1.1M |
| Sep 15, 2026 | WALL JOHN M | Sr. VP & CFO | TAX W/H | 983 | $273.96 | $269.3K |
| Sep 15, 2026 | Cunningham Paul | Sr. Vice President | EXERCISE | 1,000 | $138.02 | $138.0K |
| Sep 15, 2026 | Cunningham Paul | Sr. Vice President | SELL | 2,000 | $277.12 | $554.2K |
| Sep 15, 2026 | DEVGAN ANIRUDH | President and CEO | TAX W/H | 2,539 | $273.96 | $695.6K |
| Sep 15, 2026 | TENG CHIN-CHI | Sr. Vice President | TAX W/H | 793 | $273.96 | $217.3K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026 | Ro Khanna | D | HOUSE | SELL | $1,001 - $15,000 | Cadence Design Systems Inc | Sep 7, 2026(29d) |
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Cadence Design Systems Inc | Aug 12, 2026(37d) |
| Jun 5, 2026 | Byron Donalds | R | HOUSE | SELL | $1,001 - $15,000 | Cadence Design Systems Inc | Jul 16, 2026(42d) |
| Jun 5, 2026 | Byron Donalds | R | HOUSE | SELL | $1,001 - $15,000 | Cadence Design Systems Inc | Jul 16, 2026(42d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Cadence Design Systems Inc | May 13, 2026(31d) |