Market Cap
$14.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 20, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 19, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 12, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Aug 11, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Jul 22, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 15, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Jul 13, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 13, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Jul 10, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Jul 9, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 12 | 4 | 0 | 0 | 81% | |
| Aug 1, 2026 | 5 | 12 | 4 | 0 | 0 | 81% | |
| Jul 1, 2026 | 5 | 12 | 4 | 0 | 0 | 81% | |
| Jun 1, 2026 | 5 | 12 | 5 | 0 | 0 | 77% | |
| May 1, 2026 | 4 | 12 | 5 | 0 | 0 | 76% | |
| Apr 1, 2026 | 4 | 12 | 5 | 0 | 0 | 76% | |
| Mar 1, 2026 | 4 | 11 | 6 | 0 | 0 | 71% | |
| Feb 1, 2026 | 4 | 11 | 6 | 0 | 0 | 71% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.21 | $1.10–$1.31 | 25.8% | +1.5% | 4↑ 2↓ | $5.3B | 13 |
| Next Q | $1.16 | $1.08–$1.28 | -4.7% | -0.2% | 4↑ 2↓ | $5.6B | 13 |
| Current FY | $4.57 | $4.37–$4.85 | 3.3% | +0.4% | 10↑ 1↓ | $19.5B | 16 |
| Next FY | $5.78 | $5.45–$5.94 | 26.5% | +0.1% | 6↑ 4↓ | $21.4B | 16 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.208 | — |
| 7d ago | $1.197 | +0.011 |
| 30d ago | $1.190 | +0.018 |
| 60d ago | $1.178 | +0.030 |
| 90d ago | $1.260 | -0.052 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Blackstone Inc. | 61,962,123 | $1.8B | 19.8% | — |
| PZENA INVESTMENT MANAGEMENT LLC | 33,789,727 | $967.4M | 10.8% | — |
| BlackRock, Inc. | 25,375,258 | $726.5M | 8.1% | DOUBLED +747770.9% |
| HARRIS ASSOCIATES L P | 25,132,155 | $719.5M | 8.0% | — |
| FMR LLC | 14,609,508 | $418.3M | 4.7% | DOUBLED +1759.0% |
| NORGES BANK | 14,211,979 | $406.9M | 4.5% | NEW |
| DIMENSIONAL FUND ADVISORS LP | 11,722,315 | $335.6M | 3.7% | ADD +32.2% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11,644,490 | $333.4M | 3.7% | ADD +28.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11,638,242 | $333.2M | 3.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 11,227,996 | $321.5M | 3.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | DOUBLED | 3,393 | 25,375,258 | +747770.9% | $726.5M |
| FMR LLC | DOUBLED | 785,901 | 14,609,508 | +1759.0% | $418.3M |
| NORGES BANK | NEW | — | 14,211,979 | — | $406.9M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 8,870,085 | 11,722,315 | +32.2% | $335.6M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | ADD | 9,080,180 | 11,644,490 | +28.2% | $333.4M |
| Castle Hook Partners LP | DOUBLED | 175,626 | 5,787,225 | +3195.2% | $165.7M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 5,323,166 | 3,474,280 | -34.7% | $99.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 284,538 | 3,377,415 | +1087.0% | $96.7M |
| UBS Group AG | DOUBLED | 446,657 | 2,702,999 | +505.2% | $77.4M |
| VIKING GLOBAL INVESTORS LP | NEW | — | 2,679,371 | — | $76.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 29, 2026 | NIPPON LIFE INSURANCE CO | 10%+ Owner | BUY | 216,818 | $33.67 | $7.3M |
| Sep 28, 2026 | NIPPON LIFE INSURANCE CO | 10%+ Owner | BUY | 68,968 | $34.76 | $2.4M |
| Sep 28, 2026 | NIPPON LIFE INSURANCE CO | 10%+ Owner | BUY | 736,814 | $34.10 | $25.1M |
| Sep 25, 2026 | NIPPON LIFE INSURANCE CO | 10%+ Owner | BUY | 178,840 | $34.52 | $6.2M |
| Sep 24, 2026 | NIPPON LIFE INSURANCE CO | 10%+ Owner | BUY | 258,878 | $33.85 | $8.8M |
| Sep 23, 2026 | NIPPON LIFE INSURANCE CO | 10%+ Owner | BUY | 219,273 | $34.13 | $7.5M |
| Sep 22, 2026 | NIPPON LIFE INSURANCE CO | 10%+ Owner | BUY | 200 | $34.92 | $7.0K |
| Sep 22, 2026 | NIPPON LIFE INSURANCE CO | 10%+ Owner | BUY | 296,668 | $34.31 | $10.2M |
| Sep 21, 2026 | NIPPON LIFE INSURANCE CO | 10%+ Owner | BUY | 212,828 | $35.08 | $7.5M |
| Sep 18, 2026 | NIPPON LIFE INSURANCE CO | 10%+ Owner | BUY | 131,333 | $34.88 | $4.6M |