Market Cap
$58.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 6, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Aug 19, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 19, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 19, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 19, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Aug 19, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 19, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 19, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Aug 19, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jul 13, 2026 | Morgan Stanley | UPGRADE | Overweight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 12 | 2 | 0 | 0 | 89% | |
| Aug 1, 2026 | 5 | 11 | 3 | 0 | 0 | 84% | |
| Jul 1, 2026 | 5 | 11 | 4 | 0 | 0 | 80% | |
| Jun 1, 2026 | 5 | 11 | 4 | 0 | 0 | 80% | |
| May 1, 2026 | 5 | 11 | 3 | 0 | 0 | 84% | |
| Apr 1, 2026 | 5 | 11 | 3 | 0 | 0 | 84% | |
| Mar 1, 2026 | 5 | 11 | 4 | 0 | 0 | 80% | |
| Feb 1, 2026 | 4 | 11 | 5 | 0 | 0 | 75% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.38 | $3.34–$3.48 | 77.0% | -0.1% | 11↑ 0↓ | $1.9B | 12 |
| Next Q | $3.25 | $2.82–$3.69 | 49.8% | +0.3% | 1↑ 0↓ | $2.0B | 11 |
| Current FY | $11.47 | $11.19–$11.64 | 60.3% | -0.2% | 11↑ 0↓ | $7.1B | 12 |
| Next FY | $13.93 | $12.77–$15.76 | 21.4% | +2.1% | 2↑ 0↓ | $8.2B | 12 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.380 | — |
| 7d ago | $3.380 | — |
| 30d ago | $3.382 | -0.002 |
| 60d ago | $2.682 | +0.699 |
| 90d ago | $2.683 | +0.697 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Assenagon Asset Management S.A. | 877,071 | $319.3M | 71.7% | ADD +51.6% |
| Vontobel Holding Ltd. | 97,969 | $35.7M | 8.0% | — |
| Czech National Bank | 49,102 | $17.9M | 4.0% | — |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 45,637 | $16.6M | 3.7% | — |
| IFM Investors Pty Ltd | 39,842 | $14.5M | 3.3% | — |
| CONGRESS ASSET MANAGEMENT CO | 38,272 | $13.9M | 3.1% | ADD +53.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 29,235 | $9.6M | 2.2% | — |
| DAVENPORT & Co LLC | 18,115 | $6.6M | 1.5% | — |
| Concurrent Investment Advisors, LLC | 14,498 | $5.3M | 1.2% | TRIM -37.1% |
| TD Waterhouse Canada Inc. | 9,402 | $3.5M | 0.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | ADD | 578,386 | 877,071 | +51.6% | $319.3M |
| CONGRESS ASSET MANAGEMENT CO | ADD | 24,983 | 38,272 | +53.2% | $13.9M |
| Concurrent Investment Advisors, LLC | TRIM | 23,045 | 14,498 | -37.1% | $5.3M |
| FMR LLC | DOUBLED | 1,178,193 | 2,378,726 | +101.9% | $832.7M |
| NORGES BANK | NEW | — | 2,190,425 | — | $766.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 1,550,122 | 2,055,254 | +32.6% | $719.5M |
| Nuveen, LLC | ADD | 859,085 | 1,209,142 | +40.7% | $423.3M |
| JENNISON ASSOCIATES LLC | ADD | 796,930 | 1,033,424 | +29.7% | $361.8M |
| Man Group plc | ADD | 559,780 | 965,855 | +72.5% | $338.1M |
| Qube Research & Technologies Ltd | ADD | 683,038 | 863,078 | +26.4% | $302.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Dhanasekaran Satish | President and CEO | SELL | 3,000 | $364.13 | $1.1M |
| Sep 23, 2026 | POOLE LISA M. | VP and Controller | SELL | 200 | $348.01 | $69.6K |
| Sep 21, 2026 | Dougherty Neil | EVP and CFO | SELL | 2,000 | $340.79 | $681.6K |
| Sep 4, 2026 | Estrada Ingrid A | SVP | SELL | 2,000 | $326.10 | $652.2K |
| Aug 26, 2026 | Reese Scott | Director | AWARD | 435 | — | — |
| Aug 21, 2026 | NYE JEAN MCCLUNG | Director | SELL | 3,000 | $319.22 | $957.7K |
| Aug 20, 2026 | Estrada Ingrid A | SVP | SELL | 2,000 | $314.66 | $629.3K |
| Aug 1, 2026 | POOLE LISA M. | VP and Controller | TAX W/H | 32 | $319.08 | $10.2K |
| Jul 6, 2026 | ALLOUCHE ARNAUD | SVP | AWARD | 1,474 | — | — |
| Jun 30, 2026 | Estrada Ingrid A | SVP | SELL | 2,000 | $340.87 | $681.7K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 18, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Keysight Technologies Inc | Jul 13, 2026(26d) |
| Apr 17, 2026 | Michael McCaul | R | HOUSE | BUY | $15,001 - $50,000 | Keysight Technologies Inc | May 11, 2026(25d) |