Market Cap
$33.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | Rothschild & Co | INITIATE | Buy | 58% |
| Sep 8, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 27, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 6, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 1, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 1, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Apr 21, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 11 | 1 | 1 | 0 | 88% | |
| Aug 1, 2026 | 3 | 11 | 1 | 1 | 0 | 88% | |
| Jul 1, 2026 | 3 | 11 | 1 | 1 | 0 | 88% | |
| Jun 1, 2026 | 3 | 11 | 1 | 1 | 0 | 88% | |
| May 1, 2026 | 3 | 11 | 1 | 1 | 0 | 88% | |
| Apr 1, 2026 | 3 | 11 | 1 | 1 | 0 | 88% | |
| Mar 1, 2026 | 3 | 10 | 2 | 1 | 0 | 81% | |
| Feb 1, 2026 | 3 | 10 | 2 | 1 | 0 | 81% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.61 | $0.50–$0.66 | 13.0% | -1.2% | 2↑ 4↓ | $2.0B | 6 |
| Next Q | $0.67 | $0.58–$0.73 | 10.3% | +1.5% | 4↑ 2↓ | $2.0B | 6 |
| Current FY | $2.48 | $2.28–$2.60 | 16.8% | -0.2% | 4↑ 2↓ | $8.0B | 7 |
| Next FY | $2.73 | $2.55–$2.95 | 10.3% | -0.1% | 3↑ 3↓ | $8.7B | 7 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.610 | — |
| 7d ago | $0.610 | — |
| 30d ago | $0.617 | -0.007 |
| 60d ago | $0.617 | -0.007 |
| 90d ago | $0.617 | -0.007 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 33,570,910 | $4.2B | 17.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 25,568,944 | $3.2B | 13.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 18,953,705 | $2.4B | 9.6% | — |
| STATE STREET CORP | 17,634,044 | $2.2B | 9.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 8,649,249 | $1.1B | 4.4% | — |
| FMR LLC | 7,872,365 | $994.4M | 4.0% | — |
| DIMENSIONAL FUND ADVISORS LP | 4,625,684 | $584.3M | 2.3% | — |
| MORGAN STANLEY | 4,426,922 | $559.2M | 2.2% | — |
| PRINCIPAL FINANCIAL GROUP INC | 4,373,424 | $552.4M | 2.2% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,263,487 | $538.5M | 2.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 4,214,697 | — | $532.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | DOUBLED | 10,726 | 3,193,560 | +29674.0% | $403.4M |
| GOLDMAN SACHS GROUP INC | ADD | 2,216,672 | 2,822,732 | +27.3% | $356.5M |
| Daiwa Securities Group Inc. | TRIM | 3,107,440 | 1,861,547 | -40.1% | $235.1M |
| Capital World Investors | TRIM | 1,867,169 | 1,217,169 | -34.8% | $153.7M |
| AMERICAN CENTURY COMPANIES INC | ADD | 815,792 | 1,154,487 | +41.5% | $145.8M |
| SEI INVESTMENTS CO | TRIM | 974,792 | 697,737 | -28.4% | $88.1M |
| Aberdeen Group plc | ADD | 371,208 | 691,514 | +86.3% | $87.3M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 508,511 | 648,227 | +27.5% | $81.9M |
| Quantinno Capital Management LP | ADD | 322,017 | 590,647 | +83.4% | $74.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Meaney William L | President and CEO | SELL | 11,332 | $113.45 | $1.3M |
| Sep 1, 2026 | Meaney William L | President and CEO | SELL | 89 | $116.00 | $10.3K |
| Sep 1, 2026 | McIntosh Greg W | EVP, Chief Commercial Officer | SELL | 5,000 | $115.60 | $578.0K |
| Sep 1, 2026 | Meaney William L | President and CEO | EXERCISE | 38,474 | $37.00 | $1.4M |
| Sep 1, 2026 | Kidd Mark | EVP, GM Data Centers & ALM | SELL | 6,000 | $115.60 | $693.6K |
| Sep 1, 2026 | Meaney William L | President and CEO | SELL | 20,952 | $114.14 | $2.4M |
| Sep 1, 2026 | Meaney William L | President and CEO | SELL | 6,101 | $115.00 | $701.6K |
| Aug 7, 2026 | Kidd Mark | EVP, GM Data Centers & ALM | SELL | 6,000 | $122.70 | $736.2K |
| Aug 7, 2026 | Meaney William L | President and CEO | SELL | 18,780 | $121.10 | $2.3M |
| Aug 7, 2026 | Meaney William L | President and CEO | EXERCISE | 38,474 | $37.00 | $1.4M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 4, 2026 | Markwayne Mullin | R | SENATE | SELL | $1,001 - $15,000 | Iron Mountain Inc | Mar 2, 2026(27d) |
| Dec 18, 2025 | Markwayne Mullin | R | SENATE | SELL | $15,001 - $50,000 | Iron Mountain Inc | Jan 14, 2026(27d) |
| Dec 18, 2025 | Markwayne Mullin | R | SENATE | SELL | $1,001 - $15,000 | Iron Mountain Inc | Jan 14, 2026(27d) |