Market Cap
$17.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 26, 2017 | Citigroup | UPGRADE | Buy | 55% |
| Oct 27, 2016 | B of A Securities | DOWNGRADE | Underperform | 54% |
| Nov 6, 2014 | Jefferies | MAINTAIN | Buy | 53% |
| Nov 12, 2012 | Shaw Stockbroking | UPGRADE | Buy | — |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 9 | 1 | 0 | 0 | 93% | |
| Aug 1, 2026 | 5 | 9 | 1 | 0 | 0 | 93% | |
| Jul 1, 2026 | 5 | 9 | 1 | 0 | 0 | 93% | |
| Jun 1, 2026 | 5 | 9 | 1 | 0 | 0 | 93% | |
| May 1, 2026 | 5 | 8 | 2 | 0 | 0 | 87% | |
| Apr 1, 2026 | 5 | 8 | 2 | 0 | 0 | 87% | |
| Mar 1, 2026 | 5 | 8 | 2 | 0 | 0 | 87% | |
| Feb 1, 2026 | 4 | 8 | 3 | 0 | 0 | 80% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.26 | $0.24–$0.27 | 18.1% | +0.0% | 1↑ 1↓ | $2.3B | 4 |
| Next Q | $0.47 | $0.45–$0.52 | 17.7% | +0.0% | 0↑ 2↓ | $2.5B | 4 |
| Current FY | $1.32 | $1.25–$1.39 | 11.8% | +0.0% | 2↑ 2↓ | $9.4B | 5 |
| Next FY | $1.51 | $1.28–$1.69 | 14.6% | +2.6% | 2↑ 2↓ | $9.7B | 5 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.260 | — |
| 7d ago | $0.260 | — |
| 30d ago | $0.260 | — |
| 60d ago | $0.258 | +0.002 |
| 90d ago | $0.258 | +0.002 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Independent Franchise Partners LLP | 9,023,857 | $253.2M | 13.7% | — |
| STATE STREET CORP | 8,593,355 | $241.1M | 13.0% | TRIM -26.5% |
| BlackRock, Inc. | 7,597,187 | $213.2M | 11.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,222,798 | $174.6M | 9.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,239,208 | $147.0M | 7.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,969,173 | $111.2M | 6.0% | — |
| DIMENSIONAL FUND ADVISORS LP | 2,443,696 | $68.6M | 3.7% | ADD +38.7% |
| Starboard Value LP | 2,431,081 | $68.2M | 3.7% | TRIM -41.7% |
| Invesco Ltd. | 2,180,597 | $61.2M | 3.3% | — |
| BANK OF MONTREAL /CAN/ | 1,982,009 | $55.6M | 3.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| STATE STREET CORP | TRIM | 11,693,818 | 8,593,355 | -26.5% | $241.1M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 1,761,977 | 2,443,696 | +38.7% | $68.6M |
| BANK OF AMERICA CORP /DE/ | ADD | 844,576 | 1,151,116 | +36.3% | $32.3M |
| Quantinno Capital Management LP | ADD | 681,468 | 1,002,996 | +47.2% | $28.1M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 396,319 | 860,387 | +117.1% | $24.1M |
| MILLENNIUM MANAGEMENT LLC | NEW | — | 669,683 | — | $18.8M |
| NORGES BANK | NEW | — | 517,059 | — | $14.5M |
| Point72 Asset Management, L.P. | DOUBLED | 9,588 | 303,874 | +3069.3% | $8.5M |
| CITIGROUP INC | DOUBLED | 116,114 | 232,739 | +100.4% | $6.5M |
| FMR LLC | TRIM | 387,235 | 210,814 | -45.6% | $5.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 17, 2026 | DeGrazio Marygrace | Chief Accounting Officer | SELL | 18,303 | $28.76 | $526.4K |
| Aug 17, 2026 | Delany Julian | Chief Technology Officer | SELL | 1,747 | $28.72 | $50.2K |
| Aug 17, 2026 | Chandrashekar Lavanya | Chief Financial Officer | SELL | 17,785 | $28.67 | $509.8K |
| Aug 17, 2026 | Pitofsky David B | General Counsel | SELL | 51,423 | $28.76 | $1.5M |
| Aug 17, 2026 | Allen Ruth | Chief Human Resources Officer | SELL | 21,521 | $28.99 | $623.9K |
| Aug 15, 2026 | Delany Julian | Chief Technology Officer | TAX W/H | 2,000 | $29.16 | $58.3K |
| Aug 15, 2026 | DeGrazio Marygrace | Chief Accounting Officer | AWARD | 14,193 | — | — |
| Aug 15, 2026 | Allen Ruth | Chief Human Resources Officer | TAX W/H | 2,389 | $29.16 | $69.7K |
| Aug 15, 2026 | Allen Ruth | Chief Human Resources Officer | EXERCISE | 3,715 | — | — |
| Aug 15, 2026 | DeGrazio Marygrace | Chief Accounting Officer | EXERCISE | 5,876 | — | — |