Market Cap
$26.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Wedbush | REITERATE | Outperform | 57% |
| Sep 18, 2026 | Deutsche Bank | MAINTAIN | Buy | 58% |
| Sep 18, 2026 | TD Cowen | REITERATE | Hold | 56% |
| Jul 30, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 30, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Jul 30, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 30, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Jul 30, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 27, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Jul 24, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 12 | 19 | 0 | 0 | 49% | |
| Aug 1, 2026 | 6 | 13 | 18 | 0 | 0 | 51% | |
| Jul 1, 2026 | 6 | 13 | 18 | 0 | 0 | 51% | |
| Jun 1, 2026 | 5 | 14 | 18 | 0 | 0 | 51% | |
| May 1, 2026 | 5 | 14 | 18 | 0 | 0 | 51% | |
| Apr 1, 2026 | 5 | 14 | 17 | 0 | 0 | 53% | |
| Mar 1, 2026 | 5 | 14 | 17 | 0 | 0 | 53% | |
| Feb 1, 2026 | 5 | 13 | 17 | 1 | 0 | 50% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.46 | $1.42–$1.50 | 5.4% | +0.0% | 9↑ 10↓ | $5.6B | 22 |
| Next Q | $1.52 | $1.45–$1.59 | 13.0% | +0.6% | 20↑ 1↓ | $5.6B | 22 |
| Current FY | $5.74 | $5.43–$5.81 | 8.8% | +0.1% | 5↑ 0↓ | $22.2B | 28 |
| Next FY | $6.34 | $6.20–$6.54 | 10.3% | +0.2% | 6↑ 0↓ | $23.2B | 28 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.464 | — |
| 7d ago | $1.466 | -0.001 |
| 30d ago | $1.464 | — |
| 60d ago | $1.461 | +0.003 |
| 90d ago | $1.465 | -0.000 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 46,183,240 | $1.8B | 12.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 30,950,850 | $1.2B | 8.1% | — |
| PZENA INVESTMENT MANAGEMENT LLC | 26,529,172 | $1.0B | 6.9% | ADD +30.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 26,148,721 | $1.0B | 6.8% | — |
| STATE STREET CORP | 25,304,648 | $980.0M | 6.6% | — |
| Invesco Ltd. | 18,138,048 | $702.5M | 4.7% | — |
| JPMORGAN CHASE & CO | 14,952,942 | $579.3M | 3.9% | TRIM -28.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 14,848,876 | $575.5M | 3.9% | — |
| DODGE & COX | 14,542,493 | $563.2M | 3.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | ADD | 20,262,362 | 26,529,172 | +30.9% | $1.0B |
| JPMORGAN CHASE & CO | TRIM | 20,936,734 | 14,952,942 | -28.6% | $579.3M |
| FIL Ltd | ADD | 6,730,323 | 9,616,907 | +42.9% | $372.5M |
| MORGAN STANLEY | TRIM | 13,267,490 | 8,943,494 | -32.6% | $346.4M |
| GOLDMAN SACHS GROUP INC | ADD | 5,330,410 | 7,836,594 | +47.0% | $303.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 2,782,329 | 5,029,425 | +80.8% | $194.8M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | ADD | 2,582,274 | 4,962,014 | +92.2% | $192.2M |
| NORGES BANK | NEW | — | 4,590,074 | — | $177.8M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 461,123 | 4,386,693 | +851.3% | $169.9M |
| UBS Group AG | ADD | 2,891,098 | 4,247,999 | +46.9% | $164.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Kim John Sunshin | CLO, CAO & Corporate Secretary | TAX W/H | 889 | $64.10 | $57.0K |
| Sep 15, 2026 | Singisetti Ravi Kumar | Chief Executive Officer | EXERCISE | 5,987 | — | — |
| Sep 15, 2026 | Singisetti Ravi Kumar | Chief Executive Officer | TAX W/H | 3,231 | $64.10 | $207.1K |
| Sep 15, 2026 | Ayyar Balu Ganesh | President - APJ and ISG | EXERCISE | 849 | — | — |
| Sep 15, 2026 | Dalal Jatin P | Chief Financial Officer | TAX W/H | 1,347 | $64.10 | $86.3K |
| Sep 15, 2026 | Kim John Sunshin | CLO, CAO & Corporate Secretary | EXERCISE | 1,647 | — | — |
| Sep 15, 2026 | Gummadi Surya | President - Americas | EXERCISE | 1,397 | — | — |
| Sep 15, 2026 | Diaz Kathryn | Chief People Officer | EXERCISE | 699 | — | — |
| Sep 15, 2026 | Diaz Kathryn | Chief People Officer | TAX W/H | 373 | $64.10 | $23.9K |
| Sep 15, 2026 | Varrier Rajesh | President Operations CMD India | EXERCISE | 749 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Cognizant Technology Solutions Corp | Sep 7, 2026(29d) |
| Apr 14, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Cognizant Technology Solutions Corp | May 11, 2026(28d) |
| Mar 17, 2026 | Kevin Hern | R | HOUSE | SELL | $15,001 - $50,000 | Cognizant Technology Solutions Corp | Apr 6, 2026(21d) |
| Mar 13, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Cognizant Technology Solutions Corp | Apr 8, 2026(27d) |