Market Cap
$78.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Oct 1, 2026 | Argus Research | UPGRADE | Buy | 54% |
| Sep 29, 2026 | RBC Capital | REITERATE | Sector Perform | 55% |
| Sep 10, 2026 | HSBC | MAINTAIN | Buy | 55% |
| Aug 17, 2026 | Leerink Partners | MAINTAIN | Market Perform | 49% |
| Aug 3, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 3, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Jul 31, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 31, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 31, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 18 | 12 | 0 | 0 | 68% | |
| Aug 1, 2026 | 8 | 18 | 11 | 0 | 0 | 70% | |
| Jul 1, 2026 | 9 | 18 | 11 | 0 | 0 | 71% | |
| Jun 1, 2026 | 9 | 18 | 11 | 0 | 0 | 71% | |
| May 1, 2026 | 11 | 19 | 8 | 0 | 0 | 79% | |
| Apr 1, 2026 | 11 | 19 | 8 | 0 | 0 | 79% | |
| Mar 1, 2026 | 11 | 16 | 9 | 0 | 0 | 75% | |
| Feb 1, 2026 | 11 | 16 | 9 | 0 | 0 | 75% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $15.99 | $14.53–$17.68 | 35.2% | -0.0% | 20↑ 0↓ | $4.5B | 21 |
| Next Q | $15.97 | $10.47–$23.62 | 39.6% | +2.3% | 19↑ 1↓ | $4.7B | 21 |
| Current FY | $54.77 | $43.42–$62.71 | 23.6% | +2.3% | 23↑ 0↓ | $17.0B | 27 |
| Next FY | $50.63 | $42.52–$57.25 | 15.4% | +0.5% | 5↑ 3↓ | $18.5B | 9 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $15.992 | — |
| 7d ago | $15.945 | +0.047 |
| 30d ago | $15.997 | -0.005 |
| 60d ago | $15.921 | +0.071 |
| 90d ago | $13.075 | +2.917 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 9,113,506 | $5.7B | 12.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,629,759 | $4.1B | 9.3% | — |
| DODGE & COX | 4,871,137 | $3.0B | 6.8% | — |
| STATE STREET CORP | 4,834,688 | $3.0B | 6.8% | — |
| Invesco Ltd. | 3,940,665 | $2.5B | 5.5% | — |
| JPMORGAN CHASE & CO | 3,774,199 | $2.4B | 5.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,175,313 | $2.0B | 4.4% | ADD +84.5% |
| FRANKLIN RESOURCES INC | 2,771,839 | $1.7B | 3.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,625,810 | $1.6B | 3.7% | — |
| Nuveen, LLC | 2,019,974 | $1.3B | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 1,720,774 | 3,175,313 | +84.5% | $2.0B |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 1,837,459 | 1,270,087 | -30.9% | $792.0M |
| NORGES BANK | NEW | — | 1,172,808 | — | $731.3M |
| FMR LLC | TRIM | 1,518,192 | 831,964 | -45.2% | $518.8M |
| Capital World Investors | TRIM | 1,419,000 | 814,925 | -42.6% | $508.1M |
| FIRST TRUST ADVISORS LP | ADD | 346,855 | 547,132 | +57.7% | $341.2M |
| Robeco Institutional Asset Management B.V. | ADD | 348,787 | 460,602 | +32.1% | $287.2M |
| Man Group plc | ADD | 315,212 | 436,956 | +38.6% | $272.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 171,571 | 393,685 | +129.5% | $245.5M |
| Allianz Asset Management GmbH | ADD | 301,196 | 380,618 | +26.4% | $237.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 3, 2026 | McCourt Marion | EVP Commercial | SELL | 1,131 | $857.39 | $969.7K |
| Sep 2, 2026 | McCourt Marion | EVP Commercial | SELL | 1,215 | $850.00 | $1.0M |
| Sep 2, 2026 | Guarini Kathryn | Director | EXERCISE | 400 | $719.37 | $287.7K |
| Sep 2, 2026 | Guarini Kathryn | Director | SELL | 400 | $850.00 | $340.0K |
| Aug 19, 2026 | LAROSA JOSEPH J | EVP General Counsel and Secret | EXERCISE | 12,282 | $381.92 | $4.7M |
| Aug 19, 2026 | LAROSA JOSEPH J | EVP General Counsel and Secret | TAX W/H | 9,019 | $830.15 | $7.5M |
| Aug 18, 2026 | Fenimore Christopher R. | EVP Finance CFO | EXERCISE | 6,283 | $381.92 | $2.4M |
| Aug 18, 2026 | Fenimore Christopher R. | EVP Finance CFO | TAX W/H | 4,599 | $813.47 | $3.7M |
| Aug 10, 2026 | Zoghbi Huda Y | Director | EXERCISE | 800 | $376.69 | $301.4K |
| Aug 10, 2026 | Zoghbi Huda Y | Director | SELL | 800 | $800.00 | $640.0K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Regeneron Pharmaceuticals Inc | Aug 12, 2026(37d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Regeneron Pharmaceuticals Inc | May 13, 2026(31d) |
| Mar 27, 2026 | Alan Armstrong | R | SENATE | BUY | $1,001 - $15,000 | Regeneron Pharmaceuticals Inc | Jul 22, 2026(117d) |
| Feb 12, 2026 | Julia Letlow | R | HOUSE | BUY | $1,001 - $15,000 | Regeneron Pharmaceuticals Inc | Mar 13, 2026(30d) |