Market Cap
$16.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | Evercore ISI Group | INITIATE | In-Line | 59% |
| Aug 19, 2026 | Argus Research | REITERATE | Buy | 54% |
| Jul 30, 2026 | Truist Securities | REITERATE | Hold | 55% |
| Jul 2, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jun 3, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| May 12, 2026 | JP Morgan | MAINTAIN | Underweight | 55% |
| May 11, 2026 | Argus Research | UPGRADE | Buy | 54% |
| May 4, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| May 4, 2026 | Truist Securities | REITERATE | Hold | 55% |
| May 1, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 4 | 12 | 2 | 0 | 33% | |
| Aug 1, 2026 | 3 | 4 | 12 | 2 | 0 | 33% | |
| Jul 1, 2026 | 3 | 4 | 12 | 2 | 0 | 33% | |
| Jun 1, 2026 | 3 | 4 | 14 | 2 | 0 | 30% | |
| May 1, 2026 | 2 | 5 | 14 | 2 | 0 | 30% | |
| Apr 1, 2026 | 2 | 5 | 14 | 2 | 0 | 30% | |
| Mar 1, 2026 | 2 | 4 | 16 | 2 | 0 | 25% | |
| Feb 1, 2026 | 2 | 4 | 16 | 2 | 0 | 25% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.71 | $0.69–$0.73 | 3.8% | -0.1% | 5↑ 5↓ | $1.1B | 14 |
| Next Q | $0.87 | $0.83–$0.93 | -3.0% | -0.4% | 3↑ 7↓ | $1.1B | 14 |
| Current FY | $3.01 | $2.95–$3.05 | 11.2% | -0.1% | 10↑ 3↓ | $4.4B | 16 |
| Next FY | $3.25 | $3.17–$3.30 | 7.9% | +0.1% | 11↑ 2↓ | $4.5B | 16 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.706 | — |
| 7d ago | $0.706 | -0.000 |
| 30d ago | $0.707 | -0.001 |
| 60d ago | $0.704 | +0.002 |
| 90d ago | $0.706 | -0.000 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| DODGE & COX | 43,979,772 | $2.7B | 16.7% | — |
| BlackRock, Inc. | 26,624,052 | $1.6B | 10.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 19,936,606 | $1.2B | 7.6% | — |
| VIKING GLOBAL INVESTORS LP | 19,934,762 | $1.2B | 7.6% | — |
| STATE STREET CORP | 13,620,472 | $832.9M | 5.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12,793,060 | $781.5M | 4.9% | — |
| FLOSSBACH VON STORCH SE | 12,107,839 | $739.7M | 4.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 9,146,341 | $556.8M | 3.5% | — |
| Invesco Ltd. | 8,899,584 | $543.7M | 3.4% | — |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 8,635,231 | $527.5M | 3.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 7,339,514 | — | $448.4M |
| GOLDMAN SACHS GROUP INC | ADD | 2,674,560 | 4,259,072 | +59.2% | $260.2M |
| NORDEA INVESTMENT MANAGEMENT AB | DOUBLED | 1,621,787 | 4,169,025 | +157.1% | $253.9M |
| BARCLAYS PLC | DOUBLED | 998,036 | 3,693,082 | +270.0% | $225.6M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | TRIM | 5,549,292 | 3,467,126 | -37.5% | $211.8M |
| MARSHALL WACE, LLP | DOUBLED | 808,125 | 2,420,349 | +199.5% | $147.9M |
| Vinva Investment Management Ltd | DOUBLED | 618,590 | 1,631,803 | +163.8% | $99.2M |
| Amundi | TRIM | 2,204,677 | 1,526,533 | -30.8% | $93.3M |
| Select Equity Group, L.P. | TRIM | 1,712,853 | 1,215,882 | -29.0% | $74.3M |
| HSBC HOLDINGS PLC | ADD | 714,853 | 996,271 | +39.4% | $60.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 25, 2026 | Soroye Olumide | President & CEO | AWARD | 14.917 | $56.09 | $836.69 |
| Sep 25, 2026 | Lassiter Wright III | Director | L | 5.366 | $55.92 | $300.04 |
| Sep 25, 2026 | Underwood Peter C | SVP - Chief Legal Officer | AWARD | 17.392 | $56.09 | $975.52 |
| Sep 25, 2026 | Mulhall Christopher M. | VP - Chief Accounting Officer | AWARD | 8.011 | $56.09 | $449.34 |
| Sep 25, 2026 | Mulhall Christopher M. | VP - Chief Accounting Officer | AWARD | 2.131 | $56.09 | $119.53 |
| Sep 25, 2026 | Okerstrom Mark D | SVP - Chief Financial Officer | AWARD | 4.88 | $56.09 | $273.72 |
| Sep 25, 2026 | Desjourdy Amee | SVP - Chief People Officer | AWARD | 1.329 | $56.09 | $74.54 |
| Aug 10, 2026 | Underwood Peter C | SVP - Chief Legal Officer | SELL | 8,662 | $61.59 | $533.5K |
| Jul 24, 2026 | Okerstrom Mark D | SVP - Chief Financial Officer | AWARD | 20.37 | $62.31 | $1.3K |
| Jul 10, 2026 | Okerstrom Mark D | SVP - Chief Financial Officer | AWARD | 20.406 | $62.20 | $1.3K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Fortive Corp | Aug 12, 2026(37d) |