Market Cap
$12.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 16, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Sep 10, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Sep 10, 2026 | Morgan Stanley | UPGRADE | Overweight | 55% |
| Aug 26, 2026 | Wolfe Research | UPGRADE | Outperform | 52% |
| Jul 31, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Jul 16, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Jul 8, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| May 26, 2026 | Scotiabank | INITIATE | Sector Outperform | 56% |
| May 15, 2026 | UBS | MAINTAIN | Buy | 55% |
| May 12, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 6 | 8 | 1 | 0 | 55% | |
| Aug 1, 2026 | 4 | 6 | 9 | 1 | 0 | 50% | |
| Jul 1, 2026 | 4 | 6 | 10 | 1 | 0 | 48% | |
| Jun 1, 2026 | 4 | 6 | 10 | 1 | 0 | 48% | |
| May 1, 2026 | 4 | 5 | 10 | 1 | 0 | 45% | |
| Apr 1, 2026 | 4 | 5 | 9 | 2 | 0 | 45% | |
| Mar 1, 2026 | 5 | 5 | 8 | 2 | 0 | 50% | |
| Feb 1, 2026 | 6 | 5 | 7 | 2 | 0 | 55% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.11 | $0.94–$1.20 | -1.8% | -2.0% | 2↑ 3↓ | $0.3B | 7 |
| Next Q | $1.21 | $0.98–$1.32 | 11.9% | -0.5% | 2↑ 3↓ | $0.3B | 7 |
| Current FY | $4.69 | $4.28–$4.98 | 9.2% | -0.4% | 1↑ 7↓ | $1.4B | 9 |
| Next FY | $4.90 | $4.18–$5.28 | 4.4% | +0.1% | 2↑ 5↓ | $1.4B | 9 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.109 | — |
| 7d ago | $1.108 | +0.001 |
| 30d ago | $1.132 | -0.023 |
| 60d ago | $1.130 | -0.021 |
| 90d ago | $1.136 | -0.027 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 11,398,947 | $1.7B | 17.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,778,907 | $848.0M | 8.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,607,124 | $676.0M | 7.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,401,455 | $499.2M | 5.3% | ADD +47.2% |
| STATE STREET CORP | 3,377,042 | $498.5M | 5.3% | — |
| DEUTSCHE BANK AG\ | 3,034,454 | $445.3M | 4.7% | — |
| Neuberger Berman Group LLC | 2,989,882 | $438.8M | 4.6% | — |
| Blackstone Inc. | 2,490,513 | $365.5M | 3.9% | — |
| DIMENSIONAL FUND ADVISORS LP | 2,274,247 | $333.7M | 3.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 2,310,954 | 3,401,455 | +47.2% | $499.2M |
| Clearbridge Investments, LLC | DOUBLED | 243,438 | 1,595,854 | +555.5% | $234.2M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | DOUBLED | 543,107 | 1,475,520 | +171.7% | $232.7M |
| NORGES BANK | NEW | — | 808,837 | — | $118.7M |
| Gotham Asset Management, LLC | ADD | 341,665 | 429,489 | +25.7% | $63.0M |
| UBS Group AG | TRIM | 621,314 | 426,754 | -31.3% | $62.6M |
| Point72 Asset Management, L.P. | DOUBLED | 134,467 | 338,518 | +151.7% | $49.7M |
| NEOS Investment Management LLC | ADD | 139,718 | 210,368 | +50.6% | $30.9M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | ADD | 134,709 | 189,909 | +41.0% | $27.9M |
| Jain Global LLC | NEW | — | 184,346 | — | $27.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 7, 2026 | Pickle Elaine M | Director | BUY | 1,500 | $132.61 | $198.9K |
| Aug 5, 2026 | Jewell Jeffrey A | Executive V.P., CFO | BUY | 145 | $133.78 | $19.4K |
| May 15, 2026 | Jewell Jeffrey A | Executive V.P., CFO | BUY | 150 | $147.73 | $22.2K |
| May 6, 2026 | Archon Angela N | Director | EXERCISE | 1,178 | — | — |
| May 6, 2026 | Archon Angela N | Director | EXERCISE | 1,145 | — | — |
| May 5, 2026 | Wilson Dwayne Andree | Director | AWARD | 1,093 | — | — |
| May 5, 2026 | Tumminello Peter I | Director | AWARD | 1,093 | — | — |
| May 5, 2026 | SKAGGS ROBERT C JR | Director | AWARD | 1,093 | — | — |
| May 5, 2026 | Pickle Elaine M | Director | AWARD | 1,093 | — | — |
| May 5, 2026 | Baker Stephen W | Director | AWARD | 1,093 | — | — |