Market Cap
$26.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 8, 2026 | UBS | UPGRADE | Buy | 55% |
| Aug 4, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 4, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 17, 2026 | Raymond James | UPGRADE | Strong Buy | 54% |
| May 18, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 6 | 3 | 0 | 0 | 77% | |
| Aug 1, 2026 | 3 | 5 | 3 | 0 | 0 | 73% | |
| Jul 1, 2026 | 2 | 4 | 4 | 0 | 0 | 60% | |
| Jun 1, 2026 | 2 | 4 | 4 | 0 | 0 | 60% | |
| May 1, 2026 | 2 | 5 | 4 | 0 | 0 | 64% | |
| Apr 1, 2026 | 2 | 5 | 4 | 0 | 0 | 64% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.62 | $0.13–$13.21 | 108.2% | -24.3% | 0↑ 1↓ | $3.5B | 4 |
| Next Q | $0.79 | $0.38–$1.40 | 119.0% | -8.5% | 0↑ 1↓ | $3.5B | 4 |
| Current FY | $33.61 | $24.45–$53.75 | 166.7% | -6.4% | 1↑ 0↓ | $14.3B | 5 |
| Next FY | $15.24 | $3.53–$32.87 | -54.6% | -12.6% | 0↑ 1↓ | $13.5B | 6 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.619 | — |
| 7d ago | $4.782 | -1.164 |
| 30d ago | $4.782 | -1.164 |
| 60d ago | $0.277 | +3.342 |
| 90d ago | $0.775 | +2.844 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 12,689,769 | $1.3B | 8.8% | TRIM -32.5% |
| STATE STREET CORP | 10,661,913 | $1.1B | 7.4% | TRIM -26.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 8,841,556 | $897.4M | 6.1% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 8,407,289 | $853.3M | 5.8% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,036,200 | $714.2M | 4.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,900,756 | $598.9M | 4.1% | — |
| Darsana Capital Partners LP | 5,000,000 | $507.5M | 3.5% | TRIM -28.6% |
| UBS Group AG | 4,887,768 | $496.1M | 3.4% | ADD +42.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,962,510 | $401.2M | 2.7% | — |
| CITADEL ADVISORS LLC | 3,894,320 | $395.3M | 2.7% | DOUBLED +575.6% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | TRIM | 18,807,778 | 12,689,769 | -32.5% | $1.3B |
| STATE STREET CORP | TRIM | 14,546,826 | 10,661,913 | -26.7% | $1.1B |
| Darsana Capital Partners LP | TRIM | 7,000,000 | 5,000,000 | -28.6% | $507.5M |
| UBS Group AG | ADD | 3,428,303 | 4,887,768 | +42.6% | $496.1M |
| Pentwater Capital Management LP | ADD | 2,360,000 | 3,860,000 | +63.6% | $391.8M |
| GOLDMAN SACHS GROUP INC | ADD | 2,028,354 | 3,677,365 | +81.3% | $373.3M |
| CITADEL ADVISORS LLC | DOUBLED | 503,731 | 3,403,098 | +575.6% | $345.4M |
| FMR LLC | NEAR_EXIT | 11,206,639 | 2,546,875 | -77.3% | $258.5M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 1,160,452 | 2,520,287 | +117.2% | $255.8M |
| Neuberger Berman Group LLC | DOUBLED | 745,510 | 2,499,457 | +235.3% | $253.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 13, 2026 | Wade William David | Director | SELL | 2,425 | $91.48 | $221.8K |
| Aug 12, 2026 | Wade William David | Director | SELL | 2,575 | $92.65 | $238.6K |
| Aug 7, 2026 | BYE STEPHEN J | Director | SELL | 3,508 | $89.73 | $314.8K |
| Aug 7, 2026 | BYE STEPHEN J | Director | EXERCISE | 3,508 | $26.60 | $93.3K |
| Aug 7, 2026 | BYE STEPHEN J | Director | EXERCISE | 5,000 | $25.19 | $126.0K |
| Aug 7, 2026 | BYE STEPHEN J | Director | SELL | 5,000 | $89.90 | $449.5K |
| Jul 29, 2026 | ERGEN CHARLES W | CHAIRMAN, PRES and CEO | GIFT | 1,502,440 | — | — |
| Jul 20, 2026 | ERGEN CHARLES W | CHAIRMAN, PRES and CEO | GIFT | 5,000,000 | — | — |
| Jul 10, 2026 | ERGEN CHARLES W | CHAIRMAN, PRES and CEO | GIFT | 18,561,842 | — | — |
| Jul 10, 2026 | ERGEN CHARLES W | CHAIRMAN, PRES and CEO | GIFT | 2,622,061 | — | — |