Market Cap
$41.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 11, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 5, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 5, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 27, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Apr 28, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Apr 15, 2026 | Citigroup | INITIATE | Neutral | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 7 | 8 | 0 | 0 | 64% | |
| Aug 1, 2026 | 7 | 7 | 8 | 0 | 0 | 64% | |
| Jul 1, 2026 | 7 | 7 | 8 | 0 | 0 | 64% | |
| Jun 1, 2026 | 7 | 7 | 8 | 0 | 0 | 64% | |
| May 1, 2026 | 7 | 8 | 8 | 0 | 0 | 65% | |
| Apr 1, 2026 | 7 | 9 | 6 | 0 | 0 | 73% | |
| Mar 1, 2026 | 7 | 9 | 6 | 0 | 0 | 73% | |
| Feb 1, 2026 | 7 | 9 | 6 | 0 | 0 | 73% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.70 | $3.37–$3.91 | 8.9% | -0.1% | 3↑ 7↓ | $1.2B | 11 |
| Next Q | $3.36 | $3.09–$3.55 | 9.0% | -0.2% | 1↑ 8↓ | $1.2B | 10 |
| Current FY | $14.83 | $14.46–$15.18 | 13.4% | -0.1% | 11↑ 0↓ | $4.7B | 12 |
| Next FY | $16.74 | $16.07–$17.13 | 12.9% | -0.0% | 11↑ 2↓ | $5.1B | 12 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.703 | — |
| 7d ago | $3.707 | -0.005 |
| 30d ago | $3.707 | -0.005 |
| 60d ago | $3.782 | -0.080 |
| 90d ago | $3.783 | -0.080 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 8,170,178 | $4.3B | 15.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,152,213 | $2.7B | 9.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,896,521 | $2.1B | 7.3% | — |
| STATE STREET CORP | 3,748,660 | $2.0B | 7.0% | — |
| Invesco Ltd. | 3,611,416 | $1.9B | 6.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,562,886 | $1.3B | 4.8% | — |
| BAMCO INC /NY/ | 1,976,778 | $1.0B | 3.7% | — |
| MORGAN STANLEY | 1,356,103 | $713.9M | 2.5% | — |
| Bank of New York Mellon Corp | 1,193,343 | $628.2M | 2.2% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,067,078 | $561.8M | 2.0% | ADD +27.2% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 838,839 | 1,067,078 | +27.2% | $561.8M |
| Fundsmith LLP | TRIM | 1,465,786 | 1,019,887 | -30.4% | $536.9M |
| FMR LLC | DOUBLED | 282,976 | 822,643 | +190.7% | $433.1M |
| AMERICAN CENTURY COMPANIES INC | ADD | 599,931 | 808,358 | +34.7% | $425.6M |
| Alyeska Investment Group, L.P. | ADD | 203,274 | 401,082 | +97.3% | $211.1M |
| NORGES BANK | NEW | — | 353,944 | — | $186.3M |
| BAILLIE GIFFORD & CO | NEW | — | 353,797 | — | $186.3M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | NEW | — | 336,986 | — | $179.7M |
| Squarepoint Ops LLC | DOUBLED | 100,309 | 315,164 | +214.2% | $165.9M |
| ROYAL BANK OF CANADA | TRIM | 391,704 | 274,340 | -30.0% | $144.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 4, 2026 | Kingsley Lawrence D | Director | EXERCISE | 2,203 | $114.17 | $251.5K |
| Sep 4, 2026 | Kingsley Lawrence D | Director | SELL | 2,203 | $532.08 | $1.2M |
| Aug 20, 2026 | Emerson Andrew | EVP, CFO and Treasurer | TAX W/H | 86 | — | — |
| Aug 20, 2026 | Emerson Andrew | EVP, CFO and Treasurer | EXERCISE | 265 | $178.26 | $47.2K |
| Jul 30, 2026 | HOOLEY JOSEPH L | Director | AWARD | 49 | $558.80 | $27.4K |
| Jun 1, 2026 | FENNELL GEORGE | Executive Vice President | TAX W/H | 284 | $566.79 | $161.0K |
| Jun 1, 2026 | FENNELL GEORGE | Executive Vice President | EXERCISE | 639 | — | — |
| May 12, 2026 | Kingsley Lawrence D | Director | AWARD | 75 | — | — |
| May 12, 2026 | Kingsley Lawrence D | Director | AWARD | 168 | — | — |
| May 12, 2026 | ESSIG STUART | Director | AWARD | 525 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | IDEXX Laboratories Inc | May 13, 2026(31d) |