Market Cap
$16.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | UBS | MAINTAIN | Buy | 55% |
| Sep 24, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Sep 18, 2026 | Needham | UPGRADE | Buy | 50% |
| Sep 15, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Sep 15, 2026 | BTIG | REITERATE | Buy | 53% |
| Aug 25, 2026 | Morgan Stanley | UPGRADE | Overweight | 55% |
| Aug 18, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 14, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 6, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Aug 6, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 13 | 21 | 11 | 0 | 0 | 76% | |
| Aug 1, 2026 | 13 | 20 | 12 | 0 | 0 | 73% | |
| Jul 1, 2026 | 13 | 20 | 12 | 0 | 0 | 73% | |
| Jun 1, 2026 | 13 | 19 | 13 | 0 | 0 | 71% | |
| May 1, 2026 | 14 | 19 | 12 | 0 | 0 | 73% | |
| Apr 1, 2026 | 14 | 18 | 11 | 0 | 0 | 74% | |
| Mar 1, 2026 | 14 | 18 | 10 | 0 | 0 | 76% | |
| Feb 1, 2026 | 14 | 19 | 9 | 0 | 0 | 79% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.49 | $0.47–$0.51 | 11.3% | +0.1% | 11↑ 9↓ | $0.6B | 34 |
| Next Q | $0.51 | $0.45–$0.54 | 15.3% | -0.4% | 9↑ 7↓ | $0.6B | 28 |
| Current FY | $1.97 | $1.85–$2.01 | 16.1% | -0.1% | 25↑ 1↓ | $2.3B | 31 |
| Next FY | $2.29 | $2.18–$2.44 | 16.2% | -0.2% | 18↑ 8↓ | $2.7B | 31 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.490 | — |
| 7d ago | $0.490 | — |
| 30d ago | $0.490 | +0.000 |
| 60d ago | $0.487 | +0.003 |
| 90d ago | $0.487 | +0.003 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 34,950,026 | $1.5B | 14.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 15,806,526 | $694.1M | 6.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 13,210,633 | $580.1M | 5.4% | — |
| Pictet Asset Management Holding SA | 12,762,198 | $560.4M | 5.2% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 11,528,792 | $506.2M | 4.7% | — |
| UBS Group AG | 11,243,524 | $493.7M | 4.6% | — |
| STATE STREET CORP | 9,339,108 | $410.1M | 3.8% | — |
| Starboard Value LP | 8,866,692 | $389.3M | 3.6% | NEW |
| AQR CAPITAL MANAGEMENT LLC | 8,317,467 | $365.2M | 3.4% | — |
| FIRST TRUST ADVISORS LP | 7,695,192 | $337.9M | 3.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Starboard Value LP | NEW | — | 8,866,692 | — | $389.3M |
| BARCLAYS PLC | DOUBLED | 910,442 | 4,725,884 | +419.1% | $207.5M |
| BANK OF AMERICA CORP /DE/ | TRIM | 9,357,612 | 3,809,599 | -59.3% | $167.3M |
| FIL Ltd | ADD | 2,605,397 | 3,572,491 | +37.1% | $156.9M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 1,249,435 | 3,380,014 | +170.5% | $148.4M |
| JANE STREET GROUP, LLC | ADD | 1,882,546 | 3,328,545 | +76.8% | $146.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | TRIM | 4,740,143 | 3,272,431 | -31.0% | $143.7M |
| GOLDMAN SACHS GROUP INC | ADD | 1,537,794 | 3,049,658 | +98.3% | $133.9M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 2,260,618 | 2,906,957 | +28.6% | $127.6M |
| Assenagon Asset Management S.A. | DOUBLED | 1,078,560 | 2,789,774 | +158.7% | $122.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 18, 2026 | Greifeneder Bernd | EVP, Chief Technology Officer | SELL | 50,000 | $57.21 | $2.9M |
| Sep 15, 2026 | Benson James M | EVP, CFO and Treasurer | TAX W/H | 8,574 | $55.17 | $473.0K |
| Sep 15, 2026 | Benson James M | EVP, CFO and Treasurer | EXERCISE | 17,732 | — | — |
| Sep 5, 2026 | MCCONNELL RICK M | Chief Executive Officer | TAX W/H | 5,880 | $51.90 | $305.2K |
| Sep 5, 2026 | MCCONNELL RICK M | Chief Executive Officer | EXERCISE | 11,555 | — | — |
| Sep 5, 2026 | MCCONNELL RICK M | Chief Executive Officer | EXERCISE | 14,814 | — | — |
| Sep 5, 2026 | MCCONNELL RICK M | Chief Executive Officer | TAX W/H | 6,894 | $51.90 | $357.8K |
| Sep 5, 2026 | MCCONNELL RICK M | Chief Executive Officer | TAX W/H | 7,538 | $51.90 | $391.2K |
| Sep 5, 2026 | MCCONNELL RICK M | Chief Executive Officer | EXERCISE | 13,548 | — | — |
| Sep 5, 2026 | MCCONNELL RICK M | Chief Executive Officer | EXERCISE | 9,268 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jan 9, 2026 | Michael Guest | R | HOUSE | SELL | $1,001 - $15,000 | Dynatrace Inc | Feb 18, 2026(41d) |