Market Cap
$17.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Sep 28, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Sep 22, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Sep 18, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Sep 8, 2026 | Morgan Stanley | UPGRADE | Overweight | 55% |
| Aug 10, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 3, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 23, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Jul 22, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight | 54% |
| Jul 22, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 12 | 5 | 0 | 0 | 78% | |
| Aug 1, 2026 | 6 | 12 | 5 | 0 | 0 | 78% | |
| Jul 1, 2026 | 6 | 12 | 5 | 0 | 0 | 78% | |
| Jun 1, 2026 | 6 | 12 | 5 | 0 | 0 | 78% | |
| May 1, 2026 | 6 | 12 | 5 | 0 | 0 | 78% | |
| Apr 1, 2026 | 6 | 11 | 6 | 0 | 0 | 74% | |
| Mar 1, 2026 | 6 | 10 | 6 | 0 | 0 | 73% | |
| Feb 1, 2026 | 7 | 10 | 6 | 0 | 0 | 74% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.71 | $2.63–$2.80 | 3.6% | +0.3% | 9↑ 3↓ | $0.8B | 15 |
| Next Q | $2.76 | $2.67–$2.91 | 9.6% | +0.8% | 2↑ 0↓ | $0.8B | 15 |
| Current FY | $10.67 | $10.53–$10.91 | 12.5% | +0.3% | 5↑ 7↓ | $3.2B | 15 |
| Next FY | $11.46 | $11.12–$11.91 | 7.4% | +0.8% | 6↑ 6↓ | $3.4B | 15 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.715 | — |
| 7d ago | $2.710 | +0.005 |
| 30d ago | $2.706 | +0.009 |
| 60d ago | $2.703 | +0.011 |
| 90d ago | $2.701 | +0.013 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 13,517,378 | $1.7B | 12.7% | — |
| Invesco Ltd. | 8,830,694 | $1.1B | 8.3% | — |
| FMR LLC | 8,485,968 | $1.1B | 8.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,595,199 | $851.4M | 6.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,182,969 | $798.2M | 5.8% | — |
| STATE STREET CORP | 5,022,525 | $648.4M | 4.7% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,453,454 | $574.9M | 4.2% | — |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 3,985,737 | $514.5M | 3.7% | — |
| Boston Partners | 3,574,111 | $461.4M | 3.4% | — |
| AQR CAPITAL MANAGEMENT LLC | 3,227,066 | $416.6M | 3.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,650,048 | — | $213.0M |
| CITADEL ADVISORS LLC | DOUBLED | 406,556 | 1,316,230 | +223.8% | $169.9M |
| AMERICAN CENTURY COMPANIES INC | ADD | 442,615 | 606,964 | +37.1% | $78.4M |
| BALYASNY ASSET MANAGEMENT L.P. | NEW | — | 598,656 | — | $77.3M |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 342,828 | 431,554 | +25.9% | $55.7M |
| JANE STREET GROUP, LLC | ADD | 317,918 | 404,434 | +27.2% | $52.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 172,513 | 355,441 | +106.0% | $45.9M |
| Fiera Capital Corp | TRIM | 528,327 | 302,159 | -42.8% | $39.0M |
| Qube Research & Technologies Ltd | TRIM | 531,093 | 292,300 | -45.0% | $37.7M |
| Erste Asset Management GmbH | DOUBLED | 55,097 | 245,122 | +344.9% | $31.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | Alvarez Manuel Pham | Director | SELL | 810 | $130.40 | $105.6K |
| Aug 12, 2026 | LIU JACK C | Director | SELL | 1,000 | $135.02 | $135.0K |
| Aug 6, 2026 | KRAUSE DOUGLAS PAUL | Vice Chairman | SELL | 10,000 | $132.37 | $1.3M |
| Jun 15, 2026 | Oh Irene H | Chief Risk Officer | SELL | 800 | $133.19 | $106.6K |
| Jun 12, 2026 | Oh Irene H | Chief Risk Officer | SELL | 500 | $132.50 | $66.3K |
| Jun 11, 2026 | Oh Irene H | Chief Risk Officer | SELL | 11,211 | $129.00 | $1.4M |
| May 27, 2026 | KRAUSE DOUGLAS PAUL | Vice Chairman | SELL | 10,000 | $123.50 | $1.2M |
| May 18, 2026 | Kay Sabrina | Director | AWARD | 1,156 | — | — |
| May 18, 2026 | Dumont Serge | Director | AWARD | 1,156 | — | — |
| May 18, 2026 | Alvarez Manuel Pham | Director | AWARD | 1,156 | — | — |