Market Cap
$17.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Sep 9, 2026 | Piper Sandler | INITIATE | Overweight | 54% |
| Aug 12, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Aug 4, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 4, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Aug 3, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 3, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 3, 2026 | Truist Securities | REITERATE | Buy | 55% |
| Aug 3, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Aug 3, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 16 | 2 | 0 | 0 | 92% | |
| Aug 1, 2026 | 8 | 16 | 2 | 0 | 0 | 92% | |
| Jul 1, 2026 | 8 | 16 | 2 | 0 | 0 | 92% | |
| Jun 1, 2026 | 8 | 16 | 2 | 0 | 0 | 92% | |
| May 1, 2026 | 7 | 15 | 3 | 0 | 0 | 88% | |
| Apr 1, 2026 | 7 | 16 | 3 | 0 | 0 | 88% | |
| Mar 1, 2026 | 7 | 16 | 3 | 0 | 0 | 88% | |
| Feb 1, 2026 | 7 | 16 | 3 | 0 | 0 | 88% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.96 | $2.85–$3.04 | 19.5% | +0.0% | 7↑ 2↓ | $4.9B | 17 |
| Next Q | $2.73 | $2.55–$3.01 | 31.8% | -0.1% | 9↑ 0↓ | $5.0B | 17 |
| Current FY | $9.31 | $9.05–$9.50 | 42.2% | -0.0% | 9↑ 2↓ | $18.2B | 19 |
| Next FY | $12.54 | $10.26–$14.80 | 34.6% | +0.4% | 11↑ 0↓ | $21.6B | 19 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.962 | — |
| 7d ago | $2.963 | -0.001 |
| 30d ago | $2.962 | +0.001 |
| 60d ago | $3.087 | -0.125 |
| 90d ago | $2.764 | +0.198 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 7,638,487 | $3.2B | 18.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,831,849 | $1.2B | 7.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,812,131 | $1.2B | 6.9% | — |
| STATE STREET CORP | 2,244,771 | $934.0M | 5.5% | — |
| JPMORGAN CHASE & CO | 1,318,161 | $566.8M | 3.3% | DOUBLED +552.5% |
| LONE PINE CAPITAL LLC | 1,345,157 | $559.7M | 3.3% | — |
| BANK OF AMERICA CORP /DE/ | 1,335,924 | $555.8M | 3.3% | — |
| FIRST TRUST ADVISORS LP | 1,328,399 | $552.7M | 3.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,278,139 | $530.4M | 3.1% | — |
| Invesco Ltd. | 1,241,384 | $516.5M | 3.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | DOUBLED | 202,002 | 1,318,161 | +552.5% | $566.8M |
| FMR LLC | ADD | 627,901 | 890,103 | +41.8% | $370.3M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 231,796 | 734,976 | +217.1% | $305.8M |
| NORDEA INVESTMENT MANAGEMENT AB | TRIM | 733,628 | 529,463 | -27.8% | $225.5M |
| UBS Group AG | ADD | 381,115 | 509,843 | +33.8% | $212.1M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 313,383 | 436,602 | +39.3% | $181.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | ADD | 316,149 | 403,709 | +27.7% | $168.0M |
| Amundi | DOUBLED | 171,587 | 399,102 | +132.6% | $166.1M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | ADD | 249,980 | 374,457 | +49.8% | $155.8M |
| Clearbridge Investments, LLC | NEW | — | 218,591 | — | $90.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 14, 2026 | Dwyer Robert J | Director | TAX W/H | 31 | $297.59 | $9.2K |
| Aug 14, 2026 | Campbell C Robert | Director | AWARD | 139 | — | — |
| Aug 14, 2026 | JOHNSON JULIA L | Director | AWARD | 139 | — | — |
| Aug 14, 2026 | Spiro Alex | Director | AWARD | 139 | — | — |
| Aug 14, 2026 | Palomarez Javier Alberto | Director | AWARD | 139 | — | — |
| Aug 14, 2026 | Palomarez Javier Alberto | Director | TAX W/H | 31 | $297.59 | $9.2K |
| Aug 14, 2026 | Miranda Manuel Benito | Director | AWARD | 152 | — | — |
| Aug 14, 2026 | Parker Ava L | Director | AWARD | 177 | — | — |
| Aug 14, 2026 | Dwyer Robert J | Director | AWARD | 139 | — | — |
| Aug 14, 2026 | Csiszar Ernst N | Director | AWARD | 152 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 21, 2026 | Thomas Kean Jr | R | HOUSE | BUY | $1,001 - $15,000 | MasTec Inc | Sep 14, 2026(25d) |
| Feb 4, 2026 | Markwayne Mullin | R | SENATE | SELL | $15,001 - $50,000 | MasTec Inc | Mar 2, 2026(27d) |
| Dec 18, 2025 | Markwayne Mullin | R | SENATE | SELL | $15,001 - $50,000 | MasTec Inc | Jan 14, 2026(27d) |
| Dec 18, 2025 | Markwayne Mullin | R | SENATE | SELL | $15,001 - $50,000 | MasTec Inc | Jan 14, 2026(27d) |