Market Cap
$8.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Sep 2, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Jul 24, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 10, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 10, 2026 | Barclays | UPGRADE | Overweight | 54% |
| Jul 6, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jun 17, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| May 27, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| May 18, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 10 | 12 | 0 | 0 | 52% | |
| Aug 1, 2026 | 3 | 10 | 12 | 0 | 0 | 52% | |
| Jul 1, 2026 | 3 | 8 | 13 | 0 | 0 | 46% | |
| Jun 1, 2026 | 3 | 8 | 13 | 0 | 0 | 46% | |
| May 1, 2026 | 3 | 8 | 13 | 0 | 0 | 46% | |
| Apr 1, 2026 | 3 | 8 | 13 | 0 | 0 | 46% | |
| Mar 1, 2026 | 3 | 7 | 14 | 0 | 0 | 42% | |
| Feb 1, 2026 | 3 | 7 | 14 | 0 | 0 | 42% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.42 | $0.36–$0.56 | 17.0% | +1.4% | 3↑ 0↓ | $0.3B | 5 |
| Next Q | $0.40 | $0.37–$0.44 | 18.5% | +2.5% | 3↑ 0↓ | $0.3B | 5 |
| Current FY | $1.52 | $1.42–$1.62 | 4.1% | +1.8% | 2↑ 0↓ | $1.1B | 4 |
| Next FY | $1.60 | $1.49–$1.72 | 5.4% | +1.9% | 3↑ 0↓ | $1.2B | 5 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.421 | — |
| 7d ago | $0.415 | +0.006 |
| 30d ago | $0.415 | +0.006 |
| 60d ago | $0.369 | +0.052 |
| 90d ago | $0.369 | +0.052 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 33,924,159 | $1.3B | 19.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 19,495,185 | $775.3M | 11.2% | — |
| NORGES BANK | 12,236,433 | $486.6M | 7.1% | NEW |
| STATE STREET CORP | 11,037,783 | $439.0M | 6.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 10,240,990 | $407.3M | 5.9% | — |
| FMR LLC | 7,515,446 | $298.9M | 4.3% | — |
| AQR CAPITAL MANAGEMENT LLC | 7,279,554 | $289.5M | 4.2% | — |
| CANADA PENSION PLAN INVESTMENT BOARD | 7,254,520 | $288.5M | 4.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,767,570 | $189.6M | 2.7% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,762,337 | $149.6M | 2.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 12,236,433 | — | $486.6M |
| JPMORGAN CHASE & CO | TRIM | 3,800,319 | 2,745,082 | -27.8% | $112.2M |
| Daiwa Securities Group Inc. | DOUBLED | 90,262 | 2,449,870 | +2614.2% | $97.4M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 831,090 | 2,421,670 | +191.4% | $96.3M |
| Quantinno Capital Management LP | ADD | 808,353 | 1,198,476 | +48.3% | $47.7M |
| HSBC HOLDINGS PLC | TRIM | 1,246,879 | 855,192 | -31.4% | $34.1M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | TRIM | 1,585,114 | 647,746 | -59.1% | $25.8M |
| Epoch Investment Partners, Inc. | NEW | — | 506,280 | — | $20.1M |
| PRUDENTIAL FINANCIAL INC | ADD | 259,679 | 474,546 | +82.7% | $18.9M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | NEW | — | 416,877 | — | $16.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 15, 2026 | MARR CHRISTOPHER P | CEO | AWARD | 78 | $40.46 | $3.2K |
| Jul 15, 2026 | MARTIN TIMOTHY M | CFO | AWARD | 301 | $40.46 | $12.2K |
| Jul 15, 2026 | Schulte Jennifer | Chief Human Resources Officer | AWARD | 12.953 | $40.46 | $524.08 |
| Jun 10, 2026 | MARR CHRISTOPHER P | CEO | EXERCISE | 108,932 | $26.30 | $2.9M |
| Jun 10, 2026 | MARR CHRISTOPHER P | CEO | SELL | 108,932 | $42.24 | $4.6M |
| May 19, 2026 | ROGATZ JEFFREY F | Director | AWARD | 4,044 | — | — |
| May 19, 2026 | Weber Jennie | Director | AWARD | 4,044 | — | — |
| May 19, 2026 | Lynch Jair K | Director | AWARD | 4,044 | — | — |
| May 19, 2026 | REMONDI JOHN F | Director | AWARD | 4,044 | — | — |
| May 19, 2026 | Dowling Dororthy | Director | AWARD | 4,044 | — | — |