Market Cap
$8.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Aug 4, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 3, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 3, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Aug 3, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 3, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 3, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Jul 14, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| May 6, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| May 5, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 6 | 13 | 0 | 0 | 38% | |
| Aug 1, 2026 | 2 | 6 | 13 | 0 | 0 | 38% | |
| Jul 1, 2026 | 2 | 6 | 13 | 0 | 0 | 38% | |
| Jun 1, 2026 | 2 | 7 | 13 | 0 | 0 | 41% | |
| May 1, 2026 | 2 | 7 | 13 | 0 | 0 | 41% | |
| Apr 1, 2026 | 4 | 7 | 11 | 0 | 0 | 50% | |
| Mar 1, 2026 | 4 | 7 | 11 | 0 | 0 | 50% | |
| Feb 1, 2026 | 4 | 7 | 11 | 0 | 0 | 50% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.58 | $2.43–$2.66 | -3.5% | -0.0% | 11↑ 2↓ | $2.8B | 16 |
| Next Q | $1.69 | $1.41–$1.84 | -15.7% | -0.2% | 5↑ 8↓ | $2.6B | 16 |
| Current FY | $9.83 | $9.55–$10.00 | 9.7% | -0.0% | 13↑ 0↓ | $11.2B | 16 |
| Next FY | $10.03 | $9.05–$11.00 | 2.0% | -0.3% | 8↑ 5↓ | $11.4B | 16 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.577 | — |
| 7d ago | $2.578 | -0.001 |
| 30d ago | $2.578 | -0.001 |
| 60d ago | $2.373 | +0.204 |
| 90d ago | $2.397 | +0.181 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 6,406,438 | $777.3M | 14.1% | — |
| AQR CAPITAL MANAGEMENT LLC | 4,082,931 | $483.7M | 8.8% | — |
| DIMENSIONAL FUND ADVISORS LP | 3,285,223 | $398.6M | 7.3% | — |
| BRANDES INVESTMENT PARTNERS, LP | 2,797,526 | $339.4M | 6.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,629,368 | $319.0M | 5.8% | — |
| FMR LLC | 2,523,461 | $306.2M | 5.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,234,991 | $271.2M | 4.9% | — |
| ARIEL INVESTMENTS, LLC | 1,756,773 | $213.1M | 3.9% | — |
| STATE STREET CORP | 1,696,759 | $205.9M | 3.7% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,544,414 | $187.4M | 3.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | TRIM | 2,056,514 | 1,476,290 | -28.2% | $175.6M |
| AMERICAN CENTURY COMPANIES INC | ADD | 660,317 | 1,275,428 | +93.2% | $154.7M |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 71,500 | 666,615 | +832.3% | $80.9M |
| GOLDMAN SACHS GROUP INC | ADD | 360,450 | 582,984 | +61.7% | $70.7M |
| GENDELL JEFFREY L | ADD | 425,347 | 557,360 | +31.0% | $67.6M |
| Quantinno Capital Management LP | DOUBLED | 171,998 | 545,737 | +217.3% | $66.2M |
| NORGES BANK | NEW | — | 521,014 | — | $63.2M |
| BANK OF AMERICA CORP /DE/ | TRIM | 444,345 | 302,199 | -32.0% | $36.7M |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | TRIM | 295,858 | 215,918 | -27.0% | $26.2M |
| Gotham Asset Management, LLC | DOUBLED | 72,818 | 201,074 | +176.1% | $24.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | De Cock Paul F | CEO | AWARD | 30,000 | — | — |
| Sep 18, 2026 | HELEN SUZANNE L | SELL | 800 | $125.62 | $100.5K | |
| Sep 16, 2026 | LORBERBAUM JEFFREY S | CHIEF EXECUTIVE OFFICER | SELL | 3,304 | $129.19 | $426.8K |
| Sep 16, 2026 | LORBERBAUM JEFFREY S | CHIEF EXECUTIVE OFFICER | SELL | 380 | $129.77 | $49.3K |
| Sep 16, 2026 | LORBERBAUM JEFFREY S | CHIEF EXECUTIVE OFFICER | SELL | 3,670 | $127.74 | $468.8K |
| Sep 16, 2026 | LORBERBAUM JEFFREY S | CHIEF EXECUTIVE OFFICER | SELL | 2,172 | $127.26 | $276.4K |
| Sep 16, 2026 | LORBERBAUM JEFFREY S | CHIEF EXECUTIVE OFFICER | SELL | 650 | $129.19 | $84.0K |
| Sep 16, 2026 | LORBERBAUM JEFFREY S | CHIEF EXECUTIVE OFFICER | SELL | 722 | $127.74 | $92.2K |
| Sep 16, 2026 | LORBERBAUM JEFFREY S | CHIEF EXECUTIVE OFFICER | SELL | 427 | $127.26 | $54.3K |
| Sep 16, 2026 | LORBERBAUM JEFFREY S | CHIEF EXECUTIVE OFFICER | SELL | 75 | $129.77 | $9.7K |