Market Cap
$8.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 22, 2026 | Northcoast Research | UPGRADE | Buy | 54% |
| Sep 21, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Sep 18, 2026 | Freedom Capital Markets | MAINTAIN | Buy | 46% |
| Sep 18, 2026 | TD Cowen | REITERATE | Buy | 56% |
| Sep 18, 2026 | Stephens & Co. | REITERATE | Overweight | 54% |
| Sep 16, 2026 | Seaport Global | INITIATE | Buy | 51% |
| Sep 11, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Sep 10, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 24, 2026 | Baird | INITIATE | Outperform | 54% |
| Aug 17, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 12 | 7 | 0 | 0 | 74% | |
| Aug 1, 2026 | 8 | 12 | 6 | 0 | 0 | 77% | |
| Jul 1, 2026 | 7 | 13 | 6 | 0 | 0 | 77% | |
| Jun 1, 2026 | 8 | 13 | 6 | 0 | 0 | 78% | |
| May 1, 2026 | 8 | 14 | 6 | 0 | 0 | 79% | |
| Apr 1, 2026 | 8 | 13 | 7 | 0 | 0 | 75% | |
| Mar 1, 2026 | 7 | 13 | 7 | 0 | 0 | 74% | |
| Feb 1, 2026 | 7 | 13 | 7 | 0 | 0 | 74% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.41 | $2.26–$2.64 | 24.8% | +0.6% | 13↑ 2↓ | $1.5B | 20 |
| Next Q | $3.36 | $3.21–$3.52 | 17.2% | +0.2% | 11↑ 4↓ | $1.5B | 20 |
| Current FY | $13.24 | $12.92–$13.51 | 23.3% | +0.1% | 20↑ 0↓ | $6.3B | 22 |
| Next FY | $14.55 | $13.85–$15.25 | 9.9% | +0.5% | 11↑ 0↓ | $6.5B | 21 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.409 | — |
| 7d ago | $2.411 | -0.002 |
| 30d ago | $2.394 | +0.015 |
| 60d ago | $2.282 | +0.128 |
| 90d ago | $2.244 | +0.166 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 6,729,477 | $1.1B | 16.8% | — |
| FMR LLC | 6,429,386 | $1.1B | 16.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,512,991 | $422.2M | 6.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,933,444 | $324.8M | 4.8% | — |
| STATE STREET CORP | 1,748,760 | $293.8M | 4.4% | — |
| Capital World Investors | 1,177,112 | $197.8M | 2.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,115,217 | $187.4M | 2.8% | — |
| Holocene Advisors, LP | 1,106,997 | $186.0M | 2.8% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,065,514 | $179.0M | 2.7% | — |
| Orbis Allan Gray Ltd | 935,796 | $157.2M | 2.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | DOUBLED | 256,336 | 639,037 | +149.3% | $107.4M |
| UBS Group AG | TRIM | 807,850 | 520,945 | -35.5% | $87.5M |
| NORGES BANK | NEW | — | 467,550 | — | $78.5M |
| VOYA INVESTMENT MANAGEMENT LLC | ADD | 323,562 | 430,496 | +33.0% | $72.3M |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 252,533 | 413,472 | +63.7% | $69.5M |
| D. E. Shaw & Co., Inc. | TRIM | 557,430 | 362,922 | -34.9% | $61.0M |
| Woodline Partners LP | TRIM | 501,846 | 320,026 | -36.2% | $53.8M |
| JPMORGAN CHASE & CO | ADD | 174,627 | 254,286 | +45.6% | $43.0M |
| Assenagon Asset Management S.A. | TRIM | 456,565 | 246,383 | -46.0% | $41.4M |
| Boston Partners | NEW | — | 219,681 | — | $37.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 9, 2026 | Katzman James C | Director | SELL | 650 | $220.09 | $143.1K |
| Sep 4, 2026 | Allen Frances L. | Director | SELL | 500 | $234.50 | $117.3K |
| Sep 1, 2026 | Ware Michaela M | EVP, Chief Financial Officer | SELL | 3,030 | $233.48 | $707.4K |
| Aug 31, 2026 | Butler James M | SVP Chief Supply Chain Officer | TAX W/H | 762 | $230.35 | $175.5K |
| Aug 31, 2026 | Comings Douglas N. | SVP & COO, Chili's | TAX W/H | 762 | $230.35 | $175.5K |
| Aug 31, 2026 | Felix George S | EVP, Chief Marketing Officer | TAX W/H | 922 | $230.35 | $212.4K |
| Aug 31, 2026 | Fuller Daniel S | SVP, Chief Legal Officer | TAX W/H | 722 | $230.35 | $166.3K |
| Aug 31, 2026 | Hochman Kevin | Pres. & CEO | TAX W/H | 7,214 | $230.35 | $1.7M |
| Aug 31, 2026 | White Aaron M | EVP, COO and CPO | TAX W/H | 1,203 | $230.35 | $277.1K |
| Aug 31, 2026 | Ware Michaela M | EVP, Chief Financial Officer | TAX W/H | 497 | $230.35 | $114.5K |