Market Cap
$20.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 15, 2026 | Guggenheim | INITIATE | Buy | 52% |
| Sep 2, 2026 | Piper Sandler | INITIATE | Neutral | 54% |
| Jul 20, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Jul 1, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| May 18, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Apr 14, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 6 | 4 | 0 | 0 | 75% | |
| Aug 1, 2026 | 6 | 6 | 4 | 0 | 0 | 75% | |
| Jul 1, 2026 | 6 | 6 | 4 | 0 | 0 | 75% | |
| Jun 1, 2026 | 6 | 6 | 4 | 0 | 0 | 75% | |
| May 1, 2026 | 6 | 6 | 5 | 0 | 0 | 71% | |
| Apr 1, 2026 | 6 | 6 | 5 | 0 | 0 | 71% | |
| Mar 1, 2026 | 6 | 6 | 5 | 0 | 0 | 71% | |
| Feb 1, 2026 | 6 | 6 | 5 | 0 | 0 | 71% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.74 | $3.56–$3.88 | 10.1% | -0.1% | 1↑ 5↓ | $0.9B | 8 |
| Next Q | $4.35 | $4.21–$4.54 | 14.9% | +0.1% | 3↑ 2↓ | $1.0B | 8 |
| Current FY | $15.29 | $15.20–$15.38 | 15.6% | +0.0% | 6↑ 0↓ | $3.8B | 9 |
| Next FY | $17.14 | $16.61–$17.65 | 12.1% | +0.1% | 5↑ 1↓ | $4.1B | 9 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.744 | — |
| 7d ago | $3.744 | — |
| 30d ago | $3.748 | -0.005 |
| 60d ago | $3.842 | -0.098 |
| 90d ago | $3.814 | -0.071 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 4,551,110 | $3.4B | 19.3% | — |
| STATE STREET CORP | 1,702,418 | $1.3B | 7.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,669,012 | $1.3B | 7.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,649,472 | $1.2B | 7.0% | — |
| Invesco Ltd. | 1,529,012 | $1.2B | 6.5% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 817,077 | $623.7M | 3.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 741,659 | $560.5M | 3.1% | — |
| VAN ECK ASSOCIATES CORP | 585,598 | $443.7M | 2.5% | — |
| TD ASSET MANAGEMENT INC | 553,378 | $419.3M | 2.3% | — |
| AQR CAPITAL MANAGEMENT LLC | 545,314 | $410.4M | 2.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 506,330 | — | $383.7M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | ADD | 232,069 | 317,306 | +36.7% | $240.4M |
| BNP Paribas Asset Management Holding S.A. | ADD | 133,007 | 183,633 | +38.1% | $139.1M |
| Amundi | ADD | 104,761 | 154,668 | +47.6% | $117.2M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | ADD | 81,266 | 126,758 | +56.0% | $93.5M |
| AustralianSuper Pty Ltd | DOUBLED | 23,649 | 121,062 | +411.9% | $91.7M |
| Zurich Insurance Group Ltd/FI | ADD | 58,056 | 104,480 | +80.0% | $79.2M |
| BROWN ADVISORY INC | TRIM | 114,642 | 85,524 | -25.4% | $64.8M |
| Vontobel Holding Ltd. | DOUBLED | 840 | 83,584 | +9850.5% | $63.3M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | TRIM | 109,974 | 81,513 | -25.9% | $61.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | Wyche Larry D | Director | SELL | 100 | $596.74 | $59.7K |
| Aug 27, 2026 | Watts John C | EVP & Chief Growth Officer | SELL | 1,035 | $619.46 | $641.1K |
| Aug 10, 2026 | Lyash Jeffrey J. | Director | BUY | 209.38 | $711.62 | $149.0K |
| Jul 6, 2026 | Farkas K Christopher | Executive VP and CFO | AWARD | 21 | $634.88 | $13.3K |
| Jul 6, 2026 | Rayment Kevin | Executive VP and COO | AWARD | 26 | $634.88 | $16.5K |
| Jul 6, 2026 | Bamford Lynn M | Chair and CEO | AWARD | 17 | $634.88 | $10.8K |
| Jul 6, 2026 | Watts John C | EVP & Chief Growth Officer | AWARD | 9 | $634.88 | $5.7K |
| Jul 6, 2026 | McDonald George P. | Executive VP and Corporate Sec | AWARD | 25 | $634.88 | $15.9K |
| Jun 15, 2026 | Watts John C | EVP & Chief Growth Officer | SELL | 200 | $770.56 | $154.1K |
| Jun 12, 2026 | Bamford Lynn M | Chair and CEO | SELL | 2,500 | $758.20 | $1.9M |