Market Cap
$16.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 3, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Aug 3, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Jul 22, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 15, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 8, 2026 | TD Cowen | INITIATE | Hold | 56% |
| May 4, 2026 | Scotiabank | MAINTAIN | Sector Perform | 56% |
| Apr 17, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Apr 15, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 6 | 7 | 0 | 0 | 61% | |
| Aug 1, 2026 | 5 | 7 | 7 | 0 | 0 | 63% | |
| Jul 1, 2026 | 5 | 7 | 6 | 0 | 0 | 67% | |
| Jun 1, 2026 | 5 | 7 | 6 | 0 | 0 | 67% | |
| May 1, 2026 | 5 | 7 | 6 | 0 | 0 | 67% | |
| Apr 1, 2026 | 5 | 7 | 6 | 0 | 0 | 67% | |
| Mar 1, 2026 | 5 | 6 | 6 | 0 | 0 | 65% | |
| Feb 1, 2026 | 5 | 6 | 6 | 0 | 0 | 65% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.22 | $1.14–$1.31 | 9.3% | +0.2% | 0↑ 1↓ | $1.3B | 5 |
| Next Q | $0.74 | $0.74–$0.74 | 34.5% | +6.9% | 1↑ 1↓ | $1.1B | 1 |
| Current FY | $3.42 | $3.40–$3.45 | 6.3% | +0.1% | 3↑ 0↓ | $4.6B | 9 |
| Next FY | $3.69 | $3.60–$3.75 | 7.7% | +0.0% | 2↑ 1↓ | $4.8B | 13 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.225 | — |
| 7d ago | $1.229 | -0.004 |
| 30d ago | $1.222 | +0.003 |
| 60d ago | $1.187 | +0.037 |
| 90d ago | $1.187 | +0.037 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 24,986,672 | $1.9B | 13.1% | — |
| STATE STREET CORP | 17,571,998 | $1.3B | 9.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 16,861,714 | $1.3B | 8.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14,386,177 | $1.1B | 7.5% | — |
| Jupiter Topco LLC | 10,977,426 | $837.5M | 5.7% | — |
| Nuveen, LLC | 7,890,946 | $602.0M | 4.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 7,407,445 | $563.0M | 3.9% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 6,936,512 | $533.8M | 3.7% | — |
| VICTORY CAPITAL MANAGEMENT INC | 6,442,409 | $491.5M | 3.4% | — |
| BANK OF AMERICA CORP /DE/ | 5,582,621 | $425.9M | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 2,862,426 | 5,043,741 | +76.2% | $384.8M |
| DEUTSCHE BANK AG\ | DOUBLED | 1,273,887 | 3,383,604 | +165.6% | $258.1M |
| JPMORGAN CHASE & CO | ADD | 2,250,377 | 3,131,630 | +39.2% | $241.7M |
| GOLDMAN SACHS GROUP INC | ADD | 1,538,245 | 2,917,632 | +89.7% | $222.6M |
| BARCLAYS PLC | DOUBLED | 947,133 | 2,639,212 | +178.7% | $201.3M |
| Point72 Asset Management, L.P. | ADD | 1,243,581 | 2,094,866 | +68.5% | $159.8M |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 724,169 | 936,127 | +29.3% | $71.4M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | ADD | 629,216 | 918,789 | +46.0% | $70.1M |
| CITIGROUP INC | DOUBLED | 448,477 | 901,063 | +100.9% | $68.7M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 512,633 | 701,121 | +36.8% | $53.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | DURIAN ROBERT J | EVP and CFO | SELL | 0.097 | $68.60 | $6.65 |
| Jul 10, 2026 | ALLEN PATRICK E | Director | AWARD | 490.838 | $76.40 | $37.5K |
| Jul 10, 2026 | Cortina Ignacio A | Director | AWARD | 638.089 | $76.40 | $48.7K |
| Jul 10, 2026 | Cox Stephanie | Director | AWARD | 523.561 | $76.40 | $40.0K |
| Jul 10, 2026 | Falotico Nancy Joy | Director | AWARD | 744.437 | $76.40 | $56.9K |
| Jul 10, 2026 | Garcia Michael Dennis | Director | AWARD | 837.696 | $76.40 | $64.0K |
| Jul 10, 2026 | Asthana Manu | Director | AWARD | 998.036 | $76.40 | $76.2K |
| Jul 10, 2026 | Raymond Christie | Director | AWARD | 998.036 | $76.40 | $76.2K |
| Jul 10, 2026 | Newport Roger K | Director | AWARD | 736.257 | $76.40 | $56.3K |
| Apr 15, 2026 | Smyth Antonio P | Executive Vice President | TAX W/H | 1,259 | $72.18 | $90.9K |