Market Cap
$2.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 19, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 7, 2026 | Morgan Stanley | DOWNGRADE | Equal-Weight | 55% |
| Aug 4, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Aug 4, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 31, 2026 | JP Morgan | DOWNGRADE | Neutral | 55% |
| Jul 15, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 13, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 10, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 7, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 6 | 7 | 0 | 0 | 59% | |
| Aug 1, 2026 | 4 | 7 | 6 | 0 | 0 | 65% | |
| Jul 1, 2026 | 4 | 9 | 4 | 0 | 0 | 76% | |
| Jun 1, 2026 | 4 | 9 | 4 | 0 | 0 | 76% | |
| May 1, 2026 | 4 | 9 | 3 | 0 | 0 | 81% | |
| Apr 1, 2026 | 4 | 8 | 3 | 0 | 0 | 80% | |
| Mar 1, 2026 | 3 | 7 | 4 | 0 | 0 | 71% | |
| Feb 1, 2026 | 3 | 6 | 5 | 0 | 0 | 64% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $10.84 | $9.70–$11.93 | 3.8% | -0.7% | 2↑ 8↓ | $5.7B | 10 |
| Next Q | $9.92 | $8.76–$11.30 | 16.9% | -0.0% | 2↑ 8↓ | $5.7B | 10 |
| Current FY | $38.89 | $36.75–$40.45 | -4.5% | -0.4% | 0↑ 12↓ | $22.3B | 12 |
| Next FY | $44.05 | $38.30–$46.97 | 13.3% | -0.4% | 1↑ 11↓ | $23.6B | 12 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $10.842 | — |
| 7d ago | $10.917 | -0.075 |
| 30d ago | $10.917 | -0.075 |
| 60d ago | $11.360 | -0.518 |
| 90d ago | $11.845 | -1.003 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 2,038,053 | $593.4M | 22.8% | — |
| DIMENSIONAL FUND ADVISORS LP | 708,280 | $206.2M | 7.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 694,459 | $202.2M | 7.8% | — |
| FMR LLC | 562,368 | $163.7M | 6.3% | ADD +36.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 515,097 | $150.0M | 5.8% | — |
| STATE STREET CORP | 501,509 | $146.0M | 5.6% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 383,815 | $111.8M | 4.3% | ADD +41.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 311,552 | $90.7M | 3.5% | — |
| NORGES BANK | 256,479 | $74.7M | 2.9% | NEW |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 196,358 | $57.2M | 2.2% | TRIM -41.7% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 412,854 | 562,368 | +36.2% | $163.7M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 271,169 | 383,815 | +41.5% | $111.8M |
| NORGES BANK | NEW | — | 256,479 | — | $74.7M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | TRIM | 337,020 | 196,358 | -41.7% | $57.2M |
| GOLDMAN SACHS GROUP INC | ADD | 145,166 | 187,310 | +29.0% | $54.5M |
| CITADEL ADVISORS LLC | DOUBLED | 10,061 | 67,408 | +570.0% | $19.6M |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 2,004 | 62,201 | +3003.8% | $18.1M |
| TUDOR INVESTMENT CORP ET AL | ADD | 44,928 | 58,136 | +29.4% | $16.9M |
| ADVENT INTERNATIONAL, L.P. | TRIM | 117,752 | 51,841 | -56.0% | $15.1M |
| Qube Research & Technologies Ltd | NEW | — | 45,336 | — | $13.2M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Conifer Management, L.L.C. | 10%+ Owner | BUY | 16,343 | $244.61 | $4.0M |
| Sep 30, 2026 | Conifer Management, L.L.C. | 10%+ Owner | BUY | 1,040 | $245.10 | $254.9K |
| Sep 30, 2026 | Conifer Management, L.L.C. | 10%+ Owner | BUY | 3,151 | $241.04 | $759.5K |
| Sep 30, 2026 | Conifer Management, L.L.C. | 10%+ Owner | BUY | 12,342 | $240.31 | $3.0M |
| Sep 30, 2026 | Conifer Management, L.L.C. | 10%+ Owner | BUY | 14,717 | $239.37 | $3.5M |
| Sep 30, 2026 | Conifer Management, L.L.C. | 10%+ Owner | BUY | 16,514 | $243.42 | $4.0M |
| Sep 30, 2026 | Conifer Management, L.L.C. | 10%+ Owner | BUY | 5,352 | $242.65 | $1.3M |
| Sep 30, 2026 | Conifer Management, L.L.C. | 10%+ Owner | BUY | 2,133 | $238.37 | $508.4K |
| Sep 29, 2026 | Conifer Management, L.L.C. | 10%+ Owner | BUY | 980 | $242.92 | $238.1K |
| Sep 29, 2026 | Conifer Management, L.L.C. | 10%+ Owner | BUY | 4,249 | $241.69 | $1.0M |