Market Cap
$16.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 9, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 12, 2026 | Mizuho | UPGRADE | Outperform | 52% |
| Aug 6, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Aug 6, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Jul 30, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 30, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 30, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 30, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 21, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jul 20, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 7 | 7 | 0 | 0 | 65% | |
| Aug 1, 2026 | 6 | 6 | 8 | 0 | 0 | 60% | |
| Jul 1, 2026 | 6 | 6 | 8 | 0 | 0 | 60% | |
| Jun 1, 2026 | 6 | 6 | 8 | 0 | 0 | 60% | |
| May 1, 2026 | 6 | 6 | 8 | 0 | 0 | 60% | |
| Apr 1, 2026 | 6 | 6 | 8 | 0 | 0 | 60% | |
| Mar 1, 2026 | 6 | 6 | 7 | 0 | 0 | 63% | |
| Feb 1, 2026 | 5 | 6 | 8 | 0 | 0 | 58% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.24 | $2.21–$2.27 | 10.2% | -0.0% | 9↑ 1↓ | $0.9B | 11 |
| Next Q | $2.28 | $2.24–$2.33 | 8.8% | -0.1% | 10↑ 0↓ | $1.0B | 11 |
| Current FY | $8.83 | $8.75–$8.92 | 11.0% | +0.0% | 13↑ 0↓ | $3.7B | 14 |
| Next FY | $9.63 | $9.15–$10.15 | 9.1% | +1.2% | 14↑ 0↓ | $3.9B | 15 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.236 | — |
| 7d ago | $2.234 | +0.002 |
| 30d ago | $2.237 | -0.001 |
| 60d ago | $2.192 | +0.044 |
| 90d ago | $2.192 | +0.044 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,734,272 | $1.3B | 10.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,844,404 | $1.1B | 8.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,734,233 | $847.5M | 6.5% | — |
| STATE STREET CORP | 3,317,393 | $752.9M | 5.8% | — |
| PRIMECAP MANAGEMENT CO/CA/ | 3,300,072 | $749.0M | 5.8% | — |
| MORGAN STANLEY | 2,819,465 | $639.9M | 4.9% | — |
| MILLENNIUM MANAGEMENT LLC | 2,369,834 | $537.8M | 4.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,097,826 | $474.3M | 3.7% | — |
| NORDEA INVESTMENT MANAGEMENT AB | 1,842,144 | $419.0M | 3.2% | — |
| VICTORY CAPITAL MANAGEMENT INC | 1,526,370 | $346.4M | 2.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Pictet Asset Management Holding SA | ADD | 651,929 | 1,258,476 | +93.0% | $285.6M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 1,738,531 | 1,139,217 | -34.5% | $258.5M |
| Alyeska Investment Group, L.P. | DOUBLED | 517,655 | 1,042,703 | +101.4% | $236.6M |
| NORGES BANK | NEW | — | 916,538 | — | $208.0M |
| UBS Group AG | ADD | 641,700 | 825,098 | +28.6% | $187.3M |
| FIRST TRUST ADVISORS LP | TRIM | 672,829 | 491,135 | -27.0% | $111.5M |
| Freestone Grove Partners LP | DOUBLED | 217,276 | 451,742 | +107.9% | $102.5M |
| JANE STREET GROUP, LLC | TRIM | 1,165,519 | 411,838 | -64.7% | $93.5M |
| HSBC HOLDINGS PLC | ADD | 297,161 | 403,063 | +35.6% | $91.5M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | DOUBLED | 66,786 | 393,913 | +489.8% | $89.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 16, 2026 | Simmons William L. | Group Executive, FMT & FSDP | TAX W/H | 218 | $222.84 | $48.6K |
| Sep 16, 2026 | Tereso Tara M. | Group Executive, HST | TAX W/H | 290 | $222.84 | $64.6K |
| Sep 11, 2026 | Tereso Tara M. | Group Executive, HST | TAX W/H | 138 | $221.46 | $30.6K |
| Aug 29, 2026 | Lausas Allison S | VP, Chief Accounting Officer | TAX W/H | 645 | $230.28 | $148.5K |
| Aug 12, 2026 | Anderson Lisa M | SVP, GC, CAO & Corp Sec | EXERCISE | 385 | $93.27 | $35.9K |
| Aug 12, 2026 | Anderson Lisa M | SVP, GC, CAO & Corp Sec | SELL | 385 | $238.59 | $91.9K |
| May 11, 2026 | ASHLEMAN ERIC D | CEO and President | SELL | 4,915 | $215.81 | $1.1M |
| May 11, 2026 | ASHLEMAN ERIC D | CEO and President | SELL | 10,470 | $214.95 | $2.3M |
| May 11, 2026 | ASHLEMAN ERIC D | CEO and President | EXERCISE | 15,385 | $93.27 | $1.4M |
| May 6, 2026 | Beck Mark A | Director | AWARD | 805 | — | — |