Market Cap
$11.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 18, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Aug 5, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 5, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Aug 5, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 5, 2026 | Wells Fargo | MAINTAIN | Underweight | 54% |
| Jul 10, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jun 24, 2026 | Wells Fargo | MAINTAIN | Underweight | 54% |
| Jun 12, 2026 | UBS | MAINTAIN | Neutral | 55% |
| May 6, 2026 | UBS | MAINTAIN | Neutral | 55% |
| May 6, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 7 | 11 | 2 | 0 | 48% | |
| Aug 1, 2026 | 5 | 7 | 11 | 2 | 0 | 48% | |
| Jul 1, 2026 | 5 | 7 | 11 | 2 | 0 | 48% | |
| Jun 1, 2026 | 5 | 7 | 11 | 2 | 0 | 48% | |
| May 1, 2026 | 6 | 6 | 11 | 2 | 0 | 48% | |
| Apr 1, 2026 | 6 | 7 | 10 | 2 | 0 | 52% | |
| Mar 1, 2026 | 6 | 7 | 10 | 2 | 0 | 52% | |
| Feb 1, 2026 | 5 | 8 | 10 | 1 | 0 | 54% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.85 | $2.67–$3.06 | 3.2% | -0.0% | 14↑ 1↓ | $1.5B | 15 |
| Next Q | $3.95 | $3.66–$4.40 | 0.2% | -0.3% | 8↑ 6↓ | $1.7B | 15 |
| Current FY | $14.48 | $14.03–$15.14 | 10.0% | -0.1% | 15↑ 0↓ | $6.4B | 15 |
| Next FY | $16.36 | $15.07–$17.52 | 13.0% | -0.6% | 15↑ 0↓ | $6.7B | 15 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.850 | — |
| 7d ago | $2.850 | — |
| 30d ago | $2.850 | -0.000 |
| 60d ago | $2.736 | +0.113 |
| 90d ago | $2.733 | +0.117 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BAMCO INC /NY/ | 7,601,009 | $985.2M | 12.0% | ADD +28.4% |
| Independent Franchise Partners LLP | 5,582,962 | $723.7M | 8.8% | — |
| BlackRock, Inc. | 5,217,146 | $676.2M | 8.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,266,702 | $553.0M | 6.8% | — |
| AQR CAPITAL MANAGEMENT LLC | 4,175,036 | $541.2M | 6.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,521,381 | $456.4M | 5.6% | — |
| HARRIS ASSOCIATES L P | 2,846,799 | $369.0M | 4.5% | — |
| STATE STREET CORP | 2,808,781 | $364.1M | 4.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,603,296 | $337.0M | 4.1% | — |
| TWO SIGMA INVESTMENTS, LP | 2,129,702 | $276.1M | 3.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BAMCO INC /NY/ | ADD | 5,917,616 | 7,601,009 | +28.4% | $985.2M |
| NORGES BANK | NEW | — | 854,653 | — | $110.8M |
| D. E. Shaw & Co., Inc. | DOUBLED | 245,851 | 804,821 | +227.4% | $104.3M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 475,430 | 673,933 | +41.8% | $87.4M |
| JANE STREET GROUP, LLC | DOUBLED | 1,637 | 596,327 | +36328.0% | $77.3M |
| CITADEL ADVISORS LLC | DOUBLED | 73,765 | 590,275 | +700.2% | $76.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 7,640 | 585,573 | +7564.6% | $75.9M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 305,089 | 534,069 | +75.1% | $69.2M |
| JPMORGAN CHASE & CO | TRIM | 875,771 | 504,967 | -42.3% | $67.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | TRIM | 772,054 | 510,785 | -33.8% | $66.2M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 11, 2026 | GRABE WILLIAM O | Director | GIFT | 672 | — | — |
| Aug 31, 2026 | HALL EUGENE A | Chairman and CEO | J | 31 | $188.20 | $5.8K |
| Aug 31, 2026 | Kranich Robin B | EVP & CHRO | J | 31 | $188.20 | $5.8K |
| Aug 31, 2026 | Safian Craig | EVP & CFO | J | 18 | $188.20 | $3.4K |
| Aug 31, 2026 | Rupani Altaf | EVP, Chief Information Officer | J | 19 | $188.20 | $3.6K |
| Aug 27, 2026 | Kranich Robin B | EVP & CHRO | SELL | 3,278 | $196.50 | $644.1K |
| Aug 10, 2026 | Genovese Yvonne | EVP, Bus. & Tech. Insights | SELL | 1,205 | $190.06 | $229.0K |
| Aug 7, 2026 | FUCHS ANNE SUTHERLAND | Director | SELL | 860 | $184.30 | $158.5K |
| Aug 7, 2026 | Herkes Claire | EVP, Conferences | SELL | 1,039 | $190.71 | $198.1K |
| Jul 1, 2026 | Bisson Peter | Director | AWARD | 196 | $133.76 | $26.2K |