Market Cap
$14.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Oct 1, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Oct 1, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Sep 30, 2026 | Wells Fargo | UPGRADE | Overweight | 54% |
| Sep 28, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Sep 8, 2026 | Morgan Stanley | INITIATE | Overweight | 55% |
| Aug 10, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 5, 2026 | Benchmark | MAINTAIN | Buy | 54% |
| Jul 28, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 28, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 14 | 6 | 0 | 0 | 77% | |
| Aug 1, 2026 | 6 | 14 | 6 | 0 | 0 | 77% | |
| Jul 1, 2026 | 6 | 14 | 6 | 0 | 0 | 77% | |
| Jun 1, 2026 | 6 | 13 | 6 | 0 | 0 | 76% | |
| May 1, 2026 | 5 | 13 | 6 | 0 | 0 | 75% | |
| Apr 1, 2026 | 6 | 13 | 6 | 0 | 0 | 76% | |
| Mar 1, 2026 | 5 | 13 | 7 | 0 | 0 | 72% | |
| Feb 1, 2026 | 5 | 12 | 7 | 0 | 0 | 71% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Next FY | $11.49 | $11.15–$12.09 | 12.6% | +0.4% | 2↑ 17↓ | $5.5B | 22 |
| Current FY | $10.20 | $10.05–$10.45 | 21.9% | +0.2% | 5↑ 11↓ | $5.0B | 22 |
| Next Q | $2.70 | $2.62–$2.91 | 20.7% | +0.4% | 5↑ 11↓ | $1.3B | 22 |
| Current Q | $2.62 | $2.55–$2.74 | 15.6% | +0.3% | 7↑ 10↓ | $1.3B | 22 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.624 | — |
| 7d ago | $2.619 | +0.004 |
| 30d ago | $2.616 | +0.008 |
| 60d ago | $2.623 | +0.001 |
| 90d ago | $2.647 | -0.023 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 16,898,375 | $1.7B | 15.8% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 11,141,397 | $1.1B | 10.4% | — |
| FMR LLC | 10,488,929 | $1.1B | 9.8% | ADD +45.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,907,959 | $696.9M | 6.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,576,622 | $663.4M | 6.1% | — |
| STATE STREET CORP | 6,183,914 | $623.8M | 5.8% | — |
| Invesco Ltd. | 5,607,819 | $565.7M | 5.2% | — |
| DIMENSIONAL FUND ADVISORS LP | 5,101,558 | $514.6M | 4.8% | — |
| NORGES BANK | 3,434,982 | $346.5M | 3.2% | NEW |
| Pinnacle Financial Partners, Inc. | 3,416,527 | $344.7M | 3.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 7,198,898 | 10,488,929 | +45.7% | $1.1B |
| NORGES BANK | NEW | — | 3,434,982 | — | $346.5M |
| Impax Asset Management Group plc | DOUBLED | 414,438 | 1,142,360 | +175.6% | $115.2M |
| MILLENNIUM MANAGEMENT LLC | ADD | 798,348 | 1,048,678 | +31.4% | $105.8M |
| CITADEL ADVISORS LLC | TRIM | 3,263,185 | 1,047,875 | -67.9% | $105.7M |
| D. E. Shaw & Co., Inc. | TRIM | 998,104 | 705,465 | -29.3% | $71.2M |
| Vinva Investment Management Ltd | NEW | — | 603,456 | — | $60.9M |
| Point72 Asset Management, L.P. | TRIM | 1,844,910 | 535,523 | -71.0% | $54.0M |
| UBS Group AG | TRIM | 732,725 | 489,448 | -33.2% | $49.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | DOUBLED | 3,882 | 452,150 | +11547.3% | $45.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | Montana Gregory G | Director | BUY | 500 | $98.61 | $49.3K |
| Sep 10, 2026 | GREGORY ANDREW J. JR. | Chief Financial Officer | GIFT | 8,000 | — | — |
| Sep 1, 2026 | Blair Kevin S. | Chief Executive Officer | BUY | 2,565 | $97.48 | $250.0K |
| Aug 17, 2026 | TURNER M TERRY | Director | SELL | 54,107 | $108.13 | $5.9M |
| Aug 14, 2026 | TURNER M TERRY | Director | SELL | 66,783 | $108.01 | $7.2M |
| Aug 13, 2026 | TURNER M TERRY | Director | SELL | 53,601 | $108.10 | $5.8M |
| Aug 6, 2026 | TURNER M TERRY | Director | SELL | 2,737 | $108.01 | $295.6K |
| Aug 3, 2026 | BOXLEY ABNEY S III | Director | J | 13,087 | — | — |
| Jul 24, 2026 | MCCABE ROBERT A JR | Chief Banking Officer | BUY | 10,013 | $99.90 | $1.0M |
| May 27, 2026 | MCCABE ROBERT A JR | Chief Banking Officer | GIFT | 775 | — | — |