Market Cap
$10.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 24, 2026 | Stephens & Co. | REITERATE | Overweight | 54% |
| Aug 10, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Aug 7, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 7, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jun 25, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| May 12, 2026 | Stephens & Co. | MAINTAIN | Overweight | 54% |
| May 11, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Apr 10, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Apr 6, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Aug 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Jul 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Jun 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| May 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Apr 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Mar 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Feb 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.44 | $1.37–$1.55 | -12.0% | -2.8% | 0↑ 4↓ | $3.9B | 5 |
| Next Q | $1.41 | $1.29–$1.52 | 0.3% | -3.3% | 0↑ 4↓ | $3.8B | 5 |
| Current FY | $5.16 | $4.96–$5.35 | 3.8% | -0.5% | 1↑ 3↓ | $14.9B | 5 |
| Next FY | $5.79 | $5.04–$6.25 | 12.2% | -1.7% | 1↑ 1↓ | $15.5B | 5 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.435 | — |
| 7d ago | $1.435 | — |
| 30d ago | $1.476 | -0.041 |
| 60d ago | $1.507 | -0.072 |
| 90d ago | $1.530 | -0.095 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 37,537,193 | $1.8B | 23.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12,142,473 | $572.6M | 7.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 11,508,579 | $542.7M | 7.1% | — |
| STATE STREET CORP | 9,776,270 | $461.0M | 6.0% | — |
| First Eagle Investment Management, LLC | 8,977,002 | $423.4M | 5.5% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 8,384,051 | $395.4M | 5.2% | — |
| AQR CAPITAL MANAGEMENT LLC | 7,395,407 | $348.8M | 4.5% | — |
| FMR LLC | 7,077,672 | $333.8M | 4.3% | ADD +71.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,044,520 | $237.3M | 3.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 4,135,115 | 7,077,672 | +71.2% | $333.8M |
| NORGES BANK | NEW | — | 3,324,025 | — | $156.8M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 1,209,396 | 2,499,726 | +106.7% | $117.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 1,345,756 | 2,479,228 | +84.2% | $116.9M |
| ALLIANCEBERNSTEIN L.P. | TRIM | 5,360,912 | 2,411,503 | -55.0% | $111.8M |
| PRINCIPAL FINANCIAL GROUP INC | TRIM | 3,533,508 | 2,125,626 | -39.8% | $100.2M |
| D. E. Shaw & Co., Inc. | DOUBLED | 577,937 | 1,709,587 | +195.8% | $80.6M |
| UBS Group AG | ADD | 1,084,689 | 1,448,445 | +33.5% | $68.3M |
| FIRST TRUST ADVISORS LP | TRIM | 1,148,920 | 763,495 | -33.5% | $36.0M |
| Squarepoint Ops LLC | ADD | 394,619 | 688,380 | +74.4% | $32.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Ammerman Douglas K | Director | AWARD | 422.195 | $38.65 | $16.3K |
| Sep 30, 2026 | Shea Peter O Jr | Director | AWARD | 1,321.811 | $38.65 | $51.1K |
| Jun 30, 2026 | Ammerman Douglas K | Director | AWARD | 342.236 | $47.16 | $16.1K |
| Jun 30, 2026 | Shea Peter O Jr | Director | AWARD | 1,071.476 | $47.16 | $50.5K |
| Jun 26, 2026 | SADOWSKI PETER T | EVP, Chief Legal Officer | SELL | 69,196 | $45.70 | $3.2M |
| Jun 24, 2026 | Dhanidina Halim | Director | SELL | 9,543 | $418.25 | $4.0M |
| May 8, 2026 | Nolan Michael Joseph | Chief Executive Officer | AWARD | 39,542 | — | — |
| Apr 8, 2026 | SADOWSKI PETER T | EVP, Chief Legal Officer | SELL | 473 | $47.67 | $22.5K |
| Mar 31, 2026 | Shea Peter O Jr | Director | AWARD | 1,077.416 | $46.38 | $50.0K |
| Mar 31, 2026 | Ammerman Douglas K | Director | AWARD | 344.134 | $46.38 | $16.0K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jan 12, 2026 | August Pfluger | R | HOUSE | SELL | $1,001 - $15,000 | Fidelity National Financial Inc FNF Group | Feb 12, 2026(32d) |