Market Cap
$22.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 3, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 3, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 3, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Aug 3, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 21, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Jul 16, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 16, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 8, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jun 1, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| May 4, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 7 | 11 | 2 | 0 | 50% | |
| Aug 1, 2026 | 6 | 7 | 11 | 2 | 0 | 50% | |
| Jul 1, 2026 | 6 | 7 | 11 | 2 | 0 | 50% | |
| Jun 1, 2026 | 6 | 7 | 11 | 2 | 0 | 50% | |
| May 1, 2026 | 6 | 7 | 11 | 2 | 0 | 50% | |
| Apr 1, 2026 | 6 | 7 | 11 | 2 | 0 | 50% | |
| Mar 1, 2026 | 6 | 7 | 11 | 2 | 0 | 50% | |
| Feb 1, 2026 | 6 | 7 | 9 | 4 | 0 | 50% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.90 | $0.89–$0.91 | 10.9% | -0.1% | 0↑ 4↓ | $1.6B | 15 |
| Next Q | $1.03 | $0.99–$1.08 | 19.9% | -0.2% | 4↑ 0↓ | $1.7B | 15 |
| Current FY | $3.77 | $3.70–$3.82 | 6.8% | -0.2% | 6↑ 0↓ | $6.2B | 18 |
| Next FY | $4.04 | $3.87–$4.14 | 7.0% | -0.1% | 5↑ 4↓ | $6.5B | 18 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.898 | — |
| 7d ago | $0.900 | -0.001 |
| 30d ago | $0.899 | -0.001 |
| 60d ago | $0.934 | -0.035 |
| 90d ago | $0.935 | -0.037 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 22,445,656 | $2.2B | 13.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 15,505,024 | $1.5B | 9.2% | — |
| STATE STREET CORP | 14,048,326 | $1.4B | 8.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13,159,991 | $1.3B | 7.8% | — |
| JPMORGAN CHASE & CO | 9,140,532 | $894.9M | 5.5% | — |
| Capital International Investors | 7,437,319 | $720.7M | 4.4% | — |
| Fundsmith LLP | 6,456,634 | $625.5M | 3.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 6,371,351 | $614.8M | 3.8% | — |
| Allspring Global Investments Holdings, LLC | 5,196,654 | $505.2M | 3.1% | — |
| STIFEL FINANCIAL CORP | 4,116,081 | $398.8M | 2.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | 2,411,684 | 3,210,760 | +33.1% | $311.1M |
| NORGES BANK | NEW | — | 3,202,289 | — | $310.2M |
| Neuberger Berman Group LLC | ADD | 1,860,367 | 3,163,849 | +70.1% | $306.5M |
| Holocene Advisors, LP | DOUBLED | 940,935 | 2,075,943 | +120.6% | $201.1M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 623,020 | 1,536,836 | +146.7% | $148.9M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | ADD | 694,200 | 1,004,436 | +44.7% | $97.3M |
| AMERICAN CENTURY COMPANIES INC | ADD | 765,738 | 992,775 | +29.6% | $96.2M |
| CITADEL ADVISORS LLC | DOUBLED | 227,174 | 939,990 | +313.8% | $91.1M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 286,629 | 806,674 | +181.4% | $78.2M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 181,801 | 614,994 | +238.3% | $59.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | Pokhriyal Surabhi | EVP Chief Digital Growth Offic | TAX W/H | 31 | $94.11 | $2.9K |
| Sep 30, 2026 | Linares Carlos G. | EVP Chief Tech&Global New Prod | AWARD | 27.717 | $94.22 | $2.6K |
| Sep 30, 2026 | Dierker Richard A | President and CEO | AWARD | 45.903 | $94.22 | $4.3K |
| Sep 30, 2026 | Buchert Brian D | EVP of Strategy, M&A, and BP | AWARD | 5.804 | $94.22 | $546.85 |
| Sep 15, 2026 | Buchert Brian D | EVP of Strategy, M&A, and BP | AWARD | 5.782 | $94.58 | $546.86 |
| Sep 15, 2026 | Dierker Richard A | President and CEO | AWARD | 45.728 | $94.58 | $4.3K |
| Sep 15, 2026 | Linares Carlos G. | EVP Chief Tech&Global New Prod | AWARD | 27.612 | $94.58 | $2.6K |
| Sep 1, 2026 | Magazine Mark J | EVP Chief Commercial Officer | TAX W/H | 76 | $99.43 | $7.6K |
| Aug 31, 2026 | Linares Carlos G. | EVP Chief Tech&Global New Prod | AWARD | 26.172 | $99.78 | $2.6K |
| Aug 31, 2026 | Dierker Richard A | President and CEO | AWARD | 43.346 | $99.78 | $4.3K |