Market Cap
$11.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 10, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 7, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 7, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 6, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 28, 2026 | TD Cowen | INITIATE | Buy | 56% |
| May 5, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 10 | 1 | 0 | 0 | 94% | |
| Aug 1, 2026 | 7 | 10 | 1 | 0 | 0 | 94% | |
| Jul 1, 2026 | 7 | 9 | 1 | 0 | 0 | 94% | |
| Jun 1, 2026 | 7 | 9 | 1 | 0 | 0 | 94% | |
| May 1, 2026 | 7 | 8 | 1 | 0 | 0 | 94% | |
| Apr 1, 2026 | 7 | 8 | 1 | 0 | 0 | 94% | |
| Mar 1, 2026 | 7 | 8 | 1 | 0 | 0 | 94% | |
| Feb 1, 2026 | 7 | 8 | 1 | 0 | 0 | 94% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.36 | $1.25–$1.45 | 10.7% | +0.0% | 8↑ 4↓ | $1.6B | 12 |
| Next Q | $1.60 | $1.45–$1.67 | 9.9% | +0.0% | 9↑ 1↓ | $1.7B | 12 |
| Current FY | $6.11 | $5.84–$6.20 | 12.2% | +0.0% | 13↑ 0↓ | $6.5B | 13 |
| Next FY | $6.68 | $6.15–$6.88 | 9.2% | +0.0% | 10↑ 2↓ | $7.0B | 13 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.362 | — |
| 7d ago | $1.362 | — |
| 30d ago | $1.362 | — |
| 60d ago | $1.356 | +0.006 |
| 90d ago | $1.358 | +0.004 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 10,484,385 | $1.1B | 15.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,924,664 | $497.8M | 7.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,475,896 | $452.4M | 6.6% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 3,278,739 | $331.4M | 4.8% | — |
| STATE STREET CORP | 3,185,798 | $322.0M | 4.7% | — |
| CITADEL ADVISORS LLC | 2,563,104 | $259.1M | 3.8% | DOUBLED +400.7% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2,460,657 | $248.7M | 3.6% | — |
| ALLIANCEBERNSTEIN L.P. | 2,471,751 | $239.1M | 3.5% | — |
| TWO SIGMA INVESTMENTS, LP | 2,267,668 | $229.2M | 3.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | DOUBLED | 511,887 | 2,563,104 | +400.7% | $259.1M |
| NORGES BANK | NEW | — | 1,154,864 | — | $116.7M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | ADD | 803,151 | 1,151,085 | +43.3% | $116.4M |
| MORGAN STANLEY | ADD | 896,982 | 1,146,873 | +27.9% | $115.9M |
| AMERICAN CENTURY COMPANIES INC | ADD | 752,053 | 1,050,470 | +39.7% | $106.2M |
| BROWN ADVISORY INC | ADD | 693,149 | 1,012,731 | +46.1% | $102.4M |
| Holocene Advisors, LP | DOUBLED | 150,323 | 977,634 | +550.4% | $98.8M |
| MILLENNIUM MANAGEMENT LLC | ADD | 477,819 | 805,717 | +68.6% | $81.4M |
| JANE STREET GROUP, LLC | DOUBLED | 4,260 | 582,596 | +13576.0% | $58.9M |
| Qube Research & Technologies Ltd | TRIM | 839,807 | 557,885 | -33.6% | $56.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Price Andrew L | Chief Accounting Officer | SELL | 5,211 | $120.93 | $630.2K |
| Aug 31, 2026 | Darby John Patrick | EVP, Gen Counsel & Secretary | EXERCISE | 4,858 | $35.06 | $170.3K |
| Aug 31, 2026 | Darby John Patrick | EVP, Gen Counsel & Secretary | SELL | 4,858 | $121.09 | $588.3K |
| Aug 10, 2026 | Darby John Patrick | EVP, Gen Counsel & Secretary | SELL | 8,906 | $125.95 | $1.1M |
| Aug 10, 2026 | Tarr Mark J | President & CEO | SELL | 1,579 | $126.06 | $199.0K |
| Aug 10, 2026 | Tarr Mark J | President & CEO | SELL | 171,569 | $125.46 | $21.5M |
| Aug 10, 2026 | COLTHARP DOUGLAS E | EVP & Chief Financial Officer | SELL | 18,869 | $125.38 | $2.4M |
| Jul 16, 2026 | Reidy Christopher R | Director | AWARD | 319 | $112.40 | $35.9K |
| Jul 16, 2026 | Christie Edward M III | Director | AWARD | 248 | $112.43 | $27.9K |
| Jul 15, 2026 | Reidy Christopher R | Director | AWARD | 21 | — | — |