Market Cap
$14.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Sep 25, 2026 | Deutsche Bank | MAINTAIN | Buy | 58% |
| Sep 25, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Sep 25, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Sep 25, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Sep 25, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Sep 25, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Sep 25, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Sep 11, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 10, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 11 | 6 | 0 | 0 | 74% | |
| Aug 1, 2026 | 5 | 10 | 7 | 0 | 0 | 68% | |
| Jul 1, 2026 | 6 | 10 | 7 | 0 | 0 | 70% | |
| Jun 1, 2026 | 7 | 9 | 8 | 0 | 0 | 67% | |
| May 1, 2026 | 7 | 8 | 9 | 0 | 0 | 63% | |
| Apr 1, 2026 | 7 | 7 | 9 | 0 | 0 | 61% | |
| Mar 1, 2026 | 7 | 7 | 9 | 0 | 0 | 61% | |
| Feb 1, 2026 | 7 | 7 | 9 | 0 | 0 | 61% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.96 | $2.92–$3.09 | 22.0% | +0.4% | 1↑ 9↓ | $1.0B | 12 |
| Next Q | $3.32 | $3.00–$3.46 | 38.8% | +0.1% | 9↑ 1↓ | $1.0B | 12 |
| Current FY | $11.35 | $11.02–$11.49 | 10.4% | +0.3% | 12↑ 1↓ | $3.9B | 17 |
| Next FY | $12.74 | $11.70–$13.68 | 12.2% | +0.4% | 13↑ 1↓ | $4.0B | 17 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.964 | — |
| 7d ago | $2.951 | +0.014 |
| 30d ago | $2.952 | +0.013 |
| 60d ago | $3.055 | -0.090 |
| 90d ago | $3.045 | -0.080 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 4,239,752 | $961.5M | 9.1% | — |
| BlackRock, Inc. | 3,798,560 | $861.5M | 8.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,149,288 | $714.2M | 6.8% | — |
| Invesco Ltd. | 2,984,785 | $676.9M | 6.4% | — |
| HARRIS ASSOCIATES L P | 2,241,144 | $508.3M | 4.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,210,979 | $501.4M | 4.8% | — |
| Allspring Global Investments Holdings, LLC | 1,905,247 | $436.5M | 4.1% | — |
| STATE STREET CORP | 1,864,284 | $422.8M | 4.0% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,648,450 | $373.8M | 3.5% | — |
| ARIEL INVESTMENTS, LLC | 1,506,185 | $341.6M | 3.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | 414,728 | 639,803 | +54.3% | $145.1M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 934,045 | 486,462 | -47.9% | $110.3M |
| Amundi | TRIM | 773,315 | 412,402 | -46.7% | $93.5M |
| NORGES BANK | NEW | — | 370,040 | — | $83.9M |
| MARSHALL WACE, LLP | DOUBLED | 149,651 | 342,995 | +129.2% | $77.8M |
| CITIGROUP INC | DOUBLED | 81,311 | 316,217 | +288.9% | $71.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 737,030 | 278,558 | -62.2% | $63.2M |
| RAYMOND JAMES FINANCIAL INC | ADD | 193,532 | 256,779 | +32.7% | $58.2M |
| Alyeska Investment Group, L.P. | TRIM | 558,633 | 235,000 | -57.9% | $53.3M |
| LOOMIS SAYLES & CO L P | ADD | 170,982 | 223,668 | +30.8% | $50.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 25, 2026 | FOSTER JAMES C | Director | SELL | 33,561 | $300.00 | $10.1M |
| Aug 25, 2026 | FOSTER JAMES C | Director | EXERCISE | 21,132 | $194.12 | $4.1M |
| Aug 25, 2026 | FOSTER JAMES C | Director | EXERCISE | 12,429 | $208.44 | $2.6M |
| Aug 19, 2026 | Girshick Birgit | Chief Executive Officer | GIFT | 528 | — | — |
| Aug 19, 2026 | Parisotto Shannon M | CEVP, Disc & Safety Assessment | EXERCISE | 2,039 | $194.12 | $395.8K |
| Aug 19, 2026 | Parisotto Shannon M | CEVP, Disc & Safety Assessment | SELL | 2,039 | $294.12 | $599.7K |
| Aug 18, 2026 | Andrews Nancy C | Director | EXERCISE | 573 | $164.30 | $94.1K |
| Aug 18, 2026 | Andrews Nancy C | Director | SELL | 573 | $285.24 | $163.4K |
| Aug 11, 2026 | Parisotto Shannon M | CEVP, Disc & Safety Assessment | EXERCISE | 3,714 | $179.66 | $667.3K |
| Aug 11, 2026 | Girshick Birgit | Chief Executive Officer | SELL | 6,500 | $279.90 | $1.8M |