Market Cap
$13.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 17, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Sep 17, 2026 | Scotiabank | MAINTAIN | Sector Underperform | 56% |
| Sep 14, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 8, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Sep 1, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 17, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 12, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 4, 2026 | Scotiabank | MAINTAIN | Sector Underperform | 56% |
| Aug 3, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | 49% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 9 | 15 | 3 | 1 | 39% | |
| Aug 1, 2026 | 3 | 9 | 15 | 3 | 1 | 39% | |
| Jul 1, 2026 | 4 | 9 | 13 | 3 | 1 | 43% | |
| Jun 1, 2026 | 4 | 9 | 13 | 3 | 1 | 43% | |
| May 1, 2026 | 4 | 9 | 14 | 2 | 1 | 43% | |
| Apr 1, 2026 | 4 | 9 | 14 | 2 | 1 | 43% | |
| Mar 1, 2026 | 4 | 9 | 14 | 2 | 1 | 43% | |
| Feb 1, 2026 | 5 | 9 | 14 | 1 | 1 | 47% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.78 | $0.72–$0.93 | -7.2% | -2.7% | 0↑ 1↓ | $0.6B | 8 |
| Next Q | $0.87 | $0.81–$1.01 | 81.4% | -0.8% | 1↑ 0↓ | $0.6B | 8 |
| Current FY | $3.74 | $3.60–$4.04 | -1.2% | +1.3% | 0↑ 1↓ | $2.2B | 9 |
| Next FY | $3.14 | $3.03–$3.35 | -16.0% | +1.5% | 0↑ 5↓ | $2.3B | 8 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.780 | — |
| 7d ago | $0.780 | — |
| 30d ago | $0.801 | -0.021 |
| 60d ago | $0.815 | -0.035 |
| 90d ago | $0.846 | -0.067 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 13,103,935 | $1.8B | 14.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9,929,114 | $1.4B | 10.6% | — |
| STATE STREET CORP | 7,932,427 | $1.1B | 8.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,611,715 | $1.1B | 8.1% | — |
| NORGES BANK | 5,452,477 | $757.6M | 5.8% | NEW |
| VIKING GLOBAL INVESTORS LP | 5,043,318 | $700.7M | 5.4% | — |
| AQR CAPITAL MANAGEMENT LLC | 3,769,982 | $523.8M | 4.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,538,997 | $490.0M | 3.8% | — |
| APG Asset Management US Inc. | 3,089,712 | $432.4M | 3.3% | — |
| Invesco Ltd. | 2,369,220 | $329.2M | 2.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 5,452,477 | — | $757.6M |
| 1832 Asset Management L.P. | ADD | 1,052,909 | 1,734,565 | +64.7% | $241.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | DOUBLED | 7,635 | 1,221,025 | +15892.5% | $169.6M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | ADD | 620,175 | 789,692 | +27.3% | $109.7M |
| Quantinno Capital Management LP | ADD | 503,350 | 711,494 | +41.4% | $98.9M |
| Amundi | ADD | 517,233 | 677,443 | +31.0% | $94.1M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 239,282 | 626,708 | +161.9% | $87.1M |
| Nuveen, LLC | ADD | 409,909 | 589,836 | +43.9% | $82.0M |
| PRUDENTIAL FINANCIAL INC | ADD | 309,551 | 547,365 | +76.8% | $76.1M |
| DEUTSCHE BANK AG\ | TRIM | 1,407,691 | 500,144 | -64.5% | $69.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 22, 2026 | KELLY GREEN EDITH | Director | AWARD | 223 | $119.15 | $26.6K |
| Sep 22, 2026 | Case John | Director | AWARD | 54 | $119.15 | $6.4K |
| Sep 22, 2026 | Caplan Deborah H | Director | AWARD | 121 | $119.15 | $14.4K |
| May 21, 2026 | FISCHER TAMARA D | Director | BUY | 500 | $128.00 | $64.0K |
| May 21, 2026 | FISCHER TAMARA D | Director | BUY | 600 | $129.00 | $77.4K |
| May 19, 2026 | McGrath Sheila K. | Director | AWARD | 1,401 | $128.47 | $180.0K |
| May 19, 2026 | FISCHER TAMARA D | Director | AWARD | 1,401 | $128.47 | $180.0K |
| May 19, 2026 | STOCKERT DAVID P | Director | AWARD | 1,401 | $128.47 | $180.0K |
| May 19, 2026 | KELLY GREEN EDITH | Director | AWARD | 1,401 | $128.47 | $180.0K |
| May 19, 2026 | Case John | Director | AWARD | 1,401 | $128.47 | $180.0K |