Market Cap
$28.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Sep 21, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Sep 9, 2026 | Wells Fargo | UPGRADE | Overweight | 54% |
| Sep 2, 2026 | JP Morgan | UPGRADE | Overweight | 55% |
| Aug 28, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 25, 2026 | DA Davidson | INITIATE | Neutral | 53% |
| Aug 13, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 3, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 3, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 3, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 10 | 13 | 1 | 0 | 55% | |
| Aug 1, 2026 | 7 | 10 | 12 | 1 | 0 | 57% | |
| Jul 1, 2026 | 7 | 10 | 12 | 1 | 0 | 57% | |
| Jun 1, 2026 | 7 | 10 | 11 | 1 | 0 | 59% | |
| May 1, 2026 | 7 | 10 | 11 | 1 | 0 | 59% | |
| Apr 1, 2026 | 7 | 9 | 13 | 1 | 0 | 53% | |
| Mar 1, 2026 | 7 | 9 | 13 | 1 | 0 | 53% | |
| Feb 1, 2026 | 7 | 9 | 13 | 1 | 0 | 53% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $6.23 | $5.88–$6.48 | -9.1% | — | 0↑ 1↓ | $2.3B | 3 |
| Next Q | $4.57 | $4.49–$4.67 | -1.0% | — | 0↑ 1↓ | $2.2B | 3 |
| Current FY | $17.37 | $15.74–$18.10 | -7.5% | -0.3% | 0↑ 3↓ | $7.8B | 7 |
| Next FY | $22.39 | $20.30–$23.93 | 28.9% | -6.1% | 0↑ 3↓ | $9.6B | 7 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $6.227 | — |
| 7d ago | $6.180 | +0.047 |
| 30d ago | $0.000 | +6.227 |
| 60d ago | $6.794 | -0.567 |
| 90d ago | $0.000 | +6.227 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 4,692,446 | $2.7B | 10.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,929,705 | $2.3B | 8.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,197,395 | $1.8B | 7.0% | — |
| STATE STREET CORP | 3,159,639 | $1.8B | 6.9% | — |
| BANK OF AMERICA CORP /DE/ | 2,446,762 | $1.4B | 5.4% | — |
| FMR LLC | 2,192,603 | $1.3B | 4.8% | — |
| PRINCIPAL FINANCIAL GROUP INC | 2,116,369 | $1.2B | 4.6% | — |
| Aristotle Capital Management, LLC | 1,831,597 | $1.1B | 4.0% | — |
| VICTORY CAPITAL MANAGEMENT INC | 1,783,432 | $1.0B | 3.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,601,490 | $919.9M | 3.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| TCI Fund Management Ltd | NEW | — | 1,315,109 | — | $758.4M |
| GOLDMAN SACHS GROUP INC | ADD | 885,855 | 1,163,330 | +31.3% | $670.9M |
| NORGES BANK | NEW | — | 557,143 | — | $321.3M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | TRIM | 289,150 | 213,905 | -26.0% | $123.4M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | TRIM | 272,392 | 181,902 | -33.2% | $104.9M |
| Freestone Grove Partners LP | NEW | — | 124,262 | — | $71.7M |
| BARCLAYS PLC | TRIM | 146,113 | 101,852 | -30.3% | $58.7M |
| CITIGROUP INC | ADD | 60,805 | 83,747 | +37.7% | $48.3M |
| Pictet Asset Management Holding SA | DOUBLED | 37,286 | 82,136 | +120.3% | $47.4M |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | TRIM | 111,756 | 79,047 | -29.3% | $45.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Petro Michael J | SVP and CFO | AWARD | 9,331 | — | — |
| Aug 31, 2026 | LYONS MARTIN J | Director | AWARD | 68 | $518.70 | $35.3K |
| Aug 31, 2026 | WAJSGRAS DAVID C | Director | AWARD | 78 | $518.70 | $40.5K |
| Aug 31, 2026 | Pike Thomas | Director | AWARD | 66 | $518.70 | $34.2K |
| Aug 3, 2026 | Petro Michael J | SVP and CFO | TAX W/H | 368 | $542.27 | $199.6K |
| May 29, 2026 | LYONS MARTIN J | Director | AWARD | 61 | $581.64 | $35.5K |
| May 29, 2026 | Pike Thomas | Director | AWARD | 59 | $581.64 | $34.3K |
| May 29, 2026 | WAJSGRAS DAVID C | Director | AWARD | 69 | $581.64 | $40.1K |
| May 14, 2026 | WAJSGRAS DAVID C | Director | AWARD | 313 | — | — |
| May 14, 2026 | Ables Dorothy M | Director | AWARD | 313 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 25, 2026 | April McClain Delaney | D | HOUSE | SELL | $250,001 - $500,000 | Martin Marietta Materials Inc | Sep 10, 2026(17d) |
| Aug 19, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | Martin Marietta Materials Inc | Sep 10, 2026(23d) |
| Aug 10, 2026 | Ro Khanna | D | HOUSE | SELL | $1,001 - $15,000 | Martin Marietta Materials Inc | Sep 7, 2026(29d) |
| Jul 24, 2026 | April McClain Delaney | D | HOUSE | BUY | $15,001 - $50,000 | Martin Marietta Materials Inc | Aug 4, 2026(12d) |
| Jul 20, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | Martin Marietta Materials Inc | Aug 4, 2026(16d) |
| Jul 17, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | Martin Marietta Materials Inc | Aug 4, 2026(19d) |
| Jun 5, 2026 | Ro Khanna | D | HOUSE | BUY | $15,001 - $50,000 | Martin Marietta Materials Inc | Jul 8, 2026(34d) |
| Apr 9, 2026 | Josh Gottheimer | D | HOUSE | SELL | $15,001 - $50,000 | Martin Marietta Materials Inc | May 20, 2026(42d) |
| Feb 23, 2026 | Michael McCaul | R | HOUSE | SELL | $15,001 - $50,000 | Martin Marietta Materials Inc | Mar 12, 2026(18d) |
| Feb 17, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | Martin Marietta Materials Inc | Mar 12, 2026(24d) |