Market Cap
$12.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 15, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Jul 30, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Jul 20, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 20, 2026 | BMO Capital | INITIATE | Outperform | 53% |
| Jun 1, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Apr 29, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Apr 29, 2026 | Stifel | UPGRADE | Buy | 54% |
| Apr 28, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Apr 14, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 12 | 1 | 0 | 0 | 95% | |
| Aug 1, 2026 | 6 | 12 | 1 | 0 | 0 | 95% | |
| Jul 1, 2026 | 6 | 11 | 1 | 0 | 0 | 94% | |
| Jun 1, 2026 | 6 | 11 | 1 | 0 | 0 | 94% | |
| May 1, 2026 | 6 | 11 | 1 | 0 | 0 | 94% | |
| Apr 1, 2026 | 5 | 11 | 2 | 0 | 0 | 89% | |
| Mar 1, 2026 | 5 | 11 | 2 | 0 | 0 | 89% | |
| Feb 1, 2026 | 5 | 11 | 2 | 0 | 0 | 89% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.82 | $1.78–$1.86 | 10.7% | +1.1% | 1↑ 0↓ | $0.7B | 8 |
| Next Q | $1.77 | $1.72–$1.83 | 16.0% | +0.6% | 1↑ 0↓ | $0.7B | 8 |
| Current FY | $7.02 | $6.94–$7.10 | 16.0% | +0.4% | 1↑ 0↓ | $2.9B | 10 |
| Next FY | $7.83 | $7.45–$8.11 | 11.6% | +0.3% | 2↑ 0↓ | $3.0B | 10 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.816 | — |
| 7d ago | $1.806 | +0.009 |
| 30d ago | $1.796 | +0.020 |
| 60d ago | $1.760 | +0.056 |
| 90d ago | $1.757 | +0.059 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,051,428 | $1.1B | 13.9% | — |
| Capital World Investors | 2,494,809 | $556.5M | 6.9% | — |
| FMR LLC | 2,326,456 | $519.0M | 6.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,217,663 | $494.7M | 6.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,085,464 | $465.2M | 5.7% | — |
| STATE STREET CORP | 1,546,854 | $345.1M | 4.2% | — |
| VICTORY CAPITAL MANAGEMENT INC | 1,325,800 | $295.7M | 3.6% | DOUBLED +15074.5% |
| AQR CAPITAL MANAGEMENT LLC | 1,315,151 | $291.8M | 3.6% | — |
| Capital International Investors | 1,054,650 | $235.3M | 2.9% | — |
| NORGES BANK | 1,038,496 | $231.7M | 2.9% | NEW |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | 8,737 | 1,325,800 | +15074.5% | $295.7M |
| NORGES BANK | NEW | — | 1,038,496 | — | $231.7M |
| Freestone Grove Partners LP | ADD | 381,873 | 675,065 | +76.8% | $150.6M |
| Capital Research Global Investors | DOUBLED | 102,975 | 611,769 | +494.1% | $136.5M |
| FIRST TRUST ADVISORS LP | ADD | 202,045 | 340,036 | +68.3% | $75.9M |
| BROWN BROTHERS HARRIMAN & CO | DOUBLED | 2,442 | 268,066 | +10877.3% | $59.8M |
| Point72 Asset Management, L.P. | TRIM | 429,843 | 251,224 | -41.6% | $56.0M |
| Verition Fund Management LLC | ADD | 114,337 | 181,154 | +58.4% | $40.4M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 66,368 | 172,875 | +160.5% | $38.6M |
| Allspring Global Investments Holdings, LLC | ADD | 90,650 | 170,719 | +88.3% | $37.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | TULLIS JAMES L L | Director | SELL | 400 | $205.38 | $82.2K |
| Aug 13, 2026 | TULLIS JAMES L L | Director | SELL | 614 | $225.00 | $138.2K |
| Jun 1, 2026 | TULLIS JAMES L L | Director | EXERCISE | 1,226 | — | — |
| Apr 30, 2026 | Lynch Susan D | Director | BUY | 150 | $177.38 | $26.6K |
| Apr 27, 2026 | BENANTE MARTIN R | Director | AWARD | 49 | — | — |
| Apr 27, 2026 | BENANTE MARTIN R | Director | AWARD | 1,004 | — | — |
| Apr 27, 2026 | Kapoor Sanjay | Director | AWARD | 1,393 | — | — |
| Apr 27, 2026 | HAIME ELLEN MCCLAIN | Director | AWARD | 978 | — | — |
| Apr 27, 2026 | Lindsay Ronald Carter | Director | AWARD | 874 | — | — |
| Apr 27, 2026 | Lynch Susan D | Director | AWARD | 874 | — | — |