Market Cap
$16.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Morgan Stanley | INITIATE | Underweight | 55% |
| Jul 25, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 24, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jul 20, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jul 7, 2026 | Zelman & Assoc | UPGRADE | Buy | 61% |
| Apr 23, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Apr 23, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Apr 20, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Apr 16, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Apr 7, 2026 | Seaport Global | DOWNGRADE | Sell | 51% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 0 | 5 | 6 | 1 | 14% | |
| Aug 1, 2026 | 2 | 0 | 5 | 6 | 1 | 14% | |
| Jul 1, 2026 | 2 | 0 | 5 | 6 | 1 | 14% | |
| Jun 1, 2026 | 2 | 0 | 6 | 6 | 1 | 13% | |
| May 1, 2026 | 2 | 0 | 6 | 6 | 1 | 13% | |
| Apr 1, 2026 | 3 | 2 | 6 | 1 | 0 | 42% | |
| Mar 1, 2026 | 3 | 2 | 5 | 1 | 0 | 45% | |
| Feb 1, 2026 | 3 | 2 | 5 | 1 | 0 | 45% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $103.49 | $95.83–$113.00 | -7.9% | -0.9% | 4↑ 1↓ | $2.5B | 7 |
| Next Q | $106.11 | $91.98–$113.45 | -12.7% | -1.2% | 3↑ 2↓ | $2.5B | 7 |
| Current FY | $359.05 | $338.83–$367.00 | -17.8% | -0.6% | 3↑ 2↓ | $9.2B | 7 |
| Next FY | $395.00 | $355.69–$422.00 | 10.0% | -4.0% | 1↑ 4↓ | $9.6B | 7 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $103.487 | — |
| 7d ago | $104.110 | -0.623 |
| 30d ago | $104.431 | -0.944 |
| 60d ago | $104.431 | -0.944 |
| 90d ago | $97.111 | +6.376 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 294,174 | $2.0B | 15.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 174,915 | $1.2B | 9.3% | — |
| Capital Research Global Investors | 163,844 | $1.1B | 8.7% | — |
| STATE STREET CORP | 128,768 | $877.3M | 6.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 113,182 | $771.2M | 6.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 73,735 | $500.4M | 3.9% | — |
| Boston Partners | 60,776 | $414.0M | 3.2% | — |
| PRINCIPAL FINANCIAL GROUP INC | 58,535 | $398.8M | 3.1% | — |
| AQR CAPITAL MANAGEMENT LLC | 49,101 | $334.5M | 2.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 38,888 | — | $265.0M |
| GOLDMAN SACHS GROUP INC | ADD | 17,714 | 30,477 | +72.1% | $207.7M |
| UBS Group AG | ADD | 15,912 | 25,233 | +58.6% | $171.9M |
| DEUTSCHE BANK AG\ | TRIM | 23,903 | 17,684 | -26.0% | $120.5M |
| BANK OF AMERICA CORP /DE/ | ADD | 13,520 | 17,615 | +30.3% | $120.0M |
| JPMORGAN CHASE & CO | ADD | 8,803 | 12,070 | +37.1% | $82.3M |
| MARSHALL WACE, LLP | ADD | 5,283 | 8,803 | +66.6% | $60.0M |
| CITIGROUP INC | ADD | 6,362 | 8,622 | +35.5% | $58.7M |
| CITADEL ADVISORS LLC | DOUBLED | 2,352 | 8,485 | +260.8% | $57.8M |
| Assenagon Asset Management S.A. | TRIM | 13,918 | 6,921 | -50.3% | $47.2M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 7, 2026 | Oliver George | Director | BUY | 63 | $6,431.51 | $405.2K |
| Jul 30, 2026 | Martinez Melquiades R. | Director | GIFT | 29 | — | — |
| May 29, 2026 | Ross Susan Williamson | Director | EXERCISE | 238 | $1,700.00 | $404.6K |
| May 14, 2026 | BAILEY SALLIE B | Director | AWARD | 154 | — | — |
| May 14, 2026 | DeVito Michael J | Director | AWARD | 154 | — | — |
| May 14, 2026 | FESTA ALFRED E | Director | AWARD | 154 | — | — |
| May 14, 2026 | Martinez Melquiades R. | Director | AWARD | 154 | — | — |
| May 14, 2026 | Oliver George | Director | AWARD | 154 | — | — |
| May 14, 2026 | Jung Alexandra A | Director | AWARD | 154 | — | — |
| May 14, 2026 | ANDREWS CHARLES ELLIOTT | Director | AWARD | 154 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 19, 2026 | Maria Elvira Salazar | R | HOUSE | BUY | $1,001 - $15,000 | NVR Inc | Apr 22, 2026(35d) |