Market Cap
$8.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 27, 2026 | Truist Securities | DOWNGRADE | Hold | 55% |
| Aug 24, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 11, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | 58% |
| Jul 22, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 13, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | 58% |
| Jul 10, 2026 | Jefferies | MAINTAIN | Hold | 53% |
| May 21, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| May 13, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | 58% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 4 | 7 | 0 | 0 | 46% | |
| Aug 1, 2026 | 2 | 5 | 6 | 0 | 0 | 54% | |
| Jul 1, 2026 | 2 | 5 | 6 | 0 | 0 | 54% | |
| Jun 1, 2026 | 2 | 5 | 6 | 0 | 0 | 54% | |
| May 1, 2026 | 1 | 5 | 6 | 0 | 0 | 50% | |
| Apr 1, 2026 | 1 | 5 | 7 | 0 | 0 | 46% | |
| Mar 1, 2026 | 1 | 5 | 6 | 0 | 0 | 50% | |
| Feb 1, 2026 | 1 | 5 | 6 | 0 | 0 | 50% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $6.37 | $6.26–$6.47 | 0.6% | +2.4% | 5↑ 0↓ | $0.9B | 7 |
| Next Q | $6.44 | $6.29–$6.62 | 5.0% | +1.5% | 3↑ 2↓ | $0.9B | 6 |
| Current FY | $25.24 | $24.97–$25.59 | 10.1% | +2.4% | 8↑ 0↓ | $3.5B | 8 |
| Next FY | $27.17 | $26.70–$27.85 | 7.6% | +1.6% | 6↑ 0↓ | $3.7B | 8 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $6.369 | — |
| 7d ago | $6.346 | +0.023 |
| 30d ago | $6.222 | +0.147 |
| 60d ago | $6.227 | +0.142 |
| 90d ago | $6.227 | +0.142 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 2,984,379 | $848.2M | 12.5% | — |
| FMR LLC | 2,822,574 | $802.2M | 11.9% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,768,511 | $786.8M | 11.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,836,444 | $521.9M | 7.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,414,985 | $402.1M | 5.9% | — |
| STATE STREET CORP | 1,041,286 | $295.9M | 4.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 905,865 | $257.5M | 3.8% | — |
| Brave Warrior Advisors, LLC | 865,863 | $246.1M | 3.6% | — |
| BANK OF MONTREAL /CAN/ | 750,249 | $213.2M | 3.2% | TRIM -40.3% |
| BAMCO INC /NY/ | 671,453 | $190.8M | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ | TRIM | 1,257,398 | 750,249 | -40.3% | $213.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 54,407 | 244,042 | +348.5% | $69.4M |
| AMERICAN CENTURY COMPANIES INC | ADD | 138,641 | 189,267 | +36.5% | $53.8M |
| Quantinno Capital Management LP | ADD | 122,988 | 173,034 | +40.7% | $49.2M |
| Qube Research & Technologies Ltd | DOUBLED | 35,784 | 162,284 | +353.5% | $46.1M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 172,800 | 111,941 | -35.2% | $31.8M |
| MACKENZIE FINANCIAL CORP | ADD | 50,825 | 95,146 | +87.2% | $27.0M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 45,005 | 94,189 | +109.3% | $26.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | TRIM | 141,362 | 93,371 | -33.9% | $26.5M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 52,820 | 86,740 | +64.2% | $24.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | DAY CYNTHIA N | Director | AWARD | 83.556 | $292.44 | $24.4K |
| Sep 14, 2026 | Yastine Barbara A. | Director | AWARD | 55.857 | $292.44 | $16.3K |
| Sep 14, 2026 | Babbit Joel M. | Director | AWARD | 34.116 | $292.44 | $10.0K |
| Sep 14, 2026 | Williams Donald R. | Director | AWARD | 40.513 | $292.44 | $11.8K |
| Sep 14, 2026 | Cottle Amber Lynne | Director | AWARD | 11.931 | $292.44 | $3.5K |
| Sep 14, 2026 | Williams Glenn J. | Chief Executive Officer | GIFT | 5,475 | — | — |
| Aug 17, 2026 | Schneider Peter W. | President | SELL | 1,800 | $312.65 | $562.8K |
| Aug 11, 2026 | Cottle Amber Lynne | Director | SELL | 279 | $313.63 | $87.5K |
| Aug 10, 2026 | Williams Glenn J. | Chief Executive Officer | SELL | 1,500 | $320.20 | $480.3K |
| Jun 12, 2026 | Williams Glenn J. | Chief Executive Officer | SELL | 1,500 | $280.49 | $420.7K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 18, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Primerica Inc | Mar 12, 2026(23d) |