Market Cap
$6.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 5, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 5, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jun 9, 2026 | Oppenheimer | DOWNGRADE | Perform | 52% |
| May 6, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Apr 22, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Apr 9, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 4 | 8 | 0 | 0 | 43% | |
| Aug 1, 2026 | 2 | 4 | 8 | 0 | 0 | 43% | |
| Jul 1, 2026 | 2 | 4 | 8 | 0 | 0 | 43% | |
| Jun 1, 2026 | 3 | 4 | 7 | 0 | 0 | 50% | |
| May 1, 2026 | 3 | 5 | 6 | 0 | 0 | 57% | |
| Apr 1, 2026 | 3 | 5 | 6 | 0 | 0 | 57% | |
| Mar 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% | |
| Feb 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.63 | $2.53–$2.70 | -4.2% | -8.9% | 0↑ 6↓ | $1.8B | 6 |
| Next Q | $2.76 | $2.72–$2.80 | 9.2% | -2.2% | 1↑ 5↓ | $1.8B | 6 |
| Current FY | $10.57 | $10.41–$10.63 | -5.1% | -2.4% | 0↑ 7↓ | $7.2B | 7 |
| Next FY | $11.35 | $10.91–$11.84 | 7.4% | -1.9% | 1↑ 6↓ | $7.3B | 7 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.635 | — |
| 7d ago | $2.887 | -0.252 |
| 30d ago | $2.892 | -0.257 |
| 60d ago | $2.890 | -0.256 |
| 90d ago | $2.890 | -0.256 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 6,533,987 | $618.8M | 14.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,883,310 | $462.5M | 10.6% | — |
| DIMENSIONAL FUND ADVISORS LP | 3,357,266 | $318.0M | 7.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,840,100 | $269.0M | 6.2% | — |
| STATE STREET CORP | 2,230,301 | $211.2M | 4.8% | — |
| FMR LLC | 1,555,906 | $147.4M | 3.4% | — |
| AQR CAPITAL MANAGEMENT LLC | 1,500,165 | $142.1M | 3.3% | — |
| YACKTMAN ASSET MANAGEMENT LP | 1,471,409 | $139.4M | 3.2% | — |
| FIRST TRUST ADVISORS LP | 1,382,335 | $130.9M | 3.0% | TRIM -54.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,297,623 | $122.9M | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | TRIM | 3,054,149 | 1,382,335 | -54.7% | $130.9M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 243,861 | 1,235,783 | +406.8% | $117.0M |
| BRANDES INVESTMENT PARTNERS, LP | DOUBLED | 566,205 | 1,227,467 | +116.8% | $116.3M |
| GOLDMAN SACHS GROUP INC | ADD | 409,215 | 749,466 | +83.1% | $71.0M |
| NORGES BANK | NEW | — | 667,463 | — | $63.2M |
| JPMORGAN CHASE & CO | ADD | 321,791 | 573,704 | +78.3% | $55.0M |
| CITADEL ADVISORS LLC | ADD | 238,542 | 428,971 | +79.8% | $40.6M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | ADD | 232,344 | 376,801 | +62.2% | $35.7M |
| MACKENZIE FINANCIAL CORP | DOUBLED | 35,231 | 300,670 | +753.4% | $28.5M |
| Fisher Asset Management, LLC | DOUBLED | 30,698 | 251,335 | +718.7% | $23.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Magro Charles V. | Director | AWARD | 266 | $95.81 | $25.5K |
| Sep 30, 2026 | Seip David Eric | SVP, Global Ops and CSCO | AWARD | 18.228 | $95.81 | $1.7K |
| Sep 15, 2026 | Leonard Michael J | SVP, CIO & Head of Prot. Fort. | AWARD | 28.467 | $99.07 | $2.8K |
| Sep 15, 2026 | Seip David Eric | SVP, Global Ops and CSCO | AWARD | 17.629 | $99.07 | $1.7K |
| Aug 31, 2026 | Leonard Michael J | SVP, CIO & Head of Prot. Fort. | AWARD | 33.015 | $103.46 | $3.4K |
| Aug 31, 2026 | Seip David Eric | SVP, Global Ops and CSCO | AWARD | 16.881 | $103.46 | $1.7K |
| Aug 14, 2026 | Leonard Michael J | SVP, CIO & Head of Prot. Fort. | AWARD | 32.47 | $105.20 | $3.4K |
| Aug 14, 2026 | Seip David Eric | SVP, Global Ops and CSCO | AWARD | 16.601 | $105.20 | $1.7K |
| Aug 5, 2026 | Fischer David B | Director | SELL | 1,662 | $102.31 | $170.0K |
| Jul 31, 2026 | Leonard Michael J | SVP, CIO & Head of Prot. Fort. | AWARD | 34.343 | $99.46 | $3.4K |