Market Cap
$30.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 2, 2026 | Rothschild & Co | INITIATE | Sell | 58% |
| Sep 1, 2026 | RBC Capital | INITIATE | Sector Perform | 55% |
| Aug 4, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 3, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 3, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 3, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 3, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 31, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Jul 6, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| May 18, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 6 | 9 | 0 | 0 | 53% | |
| Aug 1, 2026 | 4 | 5 | 10 | 0 | 0 | 47% | |
| Jul 1, 2026 | 5 | 5 | 10 | 0 | 0 | 50% | |
| Jun 1, 2026 | 5 | 5 | 10 | 0 | 0 | 50% | |
| May 1, 2026 | 5 | 5 | 11 | 0 | 0 | 48% | |
| Apr 1, 2026 | 5 | 5 | 11 | 0 | 0 | 48% | |
| Mar 1, 2026 | 4 | 5 | 12 | 0 | 0 | 43% | |
| Feb 1, 2026 | 4 | 5 | 12 | 0 | 0 | 43% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $12.09 | $11.82–$12.25 | 8.4% | -0.2% | 4↑ 6↓ | $1.1B | 12 |
| Next Q | $14.88 | $14.69–$15.02 | 11.4% | -0.1% | 7↑ 3↓ | $1.2B | 12 |
| Current FY | $47.34 | $47.24–$47.55 | 10.8% | -0.0% | 12↑ 0↓ | $4.2B | 14 |
| Next FY | $51.73 | $49.98–$52.55 | 9.3% | +0.1% | 10↑ 2↓ | $4.4B | 14 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $12.086 | — |
| 7d ago | $12.086 | +0.001 |
| 30d ago | $12.111 | -0.025 |
| 60d ago | $12.126 | -0.040 |
| 90d ago | $12.098 | -0.012 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 1,882,344 | $2.4B | 12.2% | — |
| Capital International Investors | 1,521,543 | $1.9B | 9.8% | ADD +40.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,319,636 | $1.7B | 8.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,010,490 | $1.3B | 6.5% | — |
| STATE STREET CORP | 951,679 | $1.2B | 6.2% | — |
| ALLIANCEBERNSTEIN L.P. | 679,101 | $856.5M | 4.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 612,153 | $780.5M | 4.0% | — |
| Bank of New York Mellon Corp | 596,906 | $762.6M | 3.9% | — |
| MORGAN STANLEY | 465,226 | $594.3M | 3.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital International Investors | ADD | 1,080,771 | 1,521,543 | +40.8% | $1.9B |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 45,517 | 459,064 | +908.6% | $586.5M |
| NORGES BANK | NEW | — | 399,539 | — | $510.4M |
| GOLDMAN SACHS GROUP INC | TRIM | 387,844 | 252,137 | -35.0% | $322.1M |
| Amundi | ADD | 171,020 | 240,640 | +40.7% | $307.4M |
| Point72 Asset Management, L.P. | DOUBLED | 28,762 | 128,987 | +348.5% | $164.8M |
| Russell Investments Group, Ltd. | ADD | 96,524 | 122,114 | +26.5% | $155.8M |
| BARCLAYS PLC | TRIM | 210,315 | 106,633 | -49.3% | $136.2M |
| Woodline Partners LP | DOUBLED | 797 | 101,829 | +12676.5% | $130.1M |
| Boston Trust Walden Corp | DOUBLED | 41,696 | 84,386 | +102.4% | $107.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | SHUMAN-FABBRI NATALIA | Director | AWARD | 16 | — | — |
| Aug 27, 2026 | Kaltenbach Patrick | President and CEO | EXERCISE | 942 | $1,024.55 | $965.1K |
| Aug 27, 2026 | Kaltenbach Patrick | President and CEO | SELL | 942 | $1,425.00 | $1.3M |
| Aug 5, 2026 | SALICE THOMAS P | Director | EXERCISE | 417 | $397.95 | $165.9K |
| Aug 5, 2026 | SALICE THOMAS P | Director | SELL | 417 | $1,440.41 | $600.7K |
| Aug 3, 2026 | SALICE THOMAS P | Director | EXERCISE | 415 | $397.95 | $165.1K |
| Aug 3, 2026 | SALICE THOMAS P | Director | SELL | 415 | $1,444.62 | $599.5K |
| Aug 3, 2026 | Vadala Shawn | Chief Financial Officer | SELL | 2,240 | $1,432.00 | $3.2M |
| Aug 3, 2026 | Vadala Shawn | Chief Financial Officer | EXERCISE | 2,240 | $595.31 | $1.3M |
| Aug 3, 2026 | Keller Gerry | Head of Process Analytics | SELL | 240 | $1,427.14 | $342.5K |