Market Cap
$20.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 16, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 7, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 9, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 6, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Jun 30, 2026 | UBS | MAINTAIN | Buy | 55% |
| Apr 15, 2026 | UBS | INITIATE | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 12 | 3 | 1 | 0 | 81% | |
| Aug 1, 2026 | 5 | 12 | 3 | 1 | 0 | 81% | |
| Jul 1, 2026 | 5 | 12 | 3 | 1 | 0 | 81% | |
| Jun 1, 2026 | 4 | 12 | 3 | 1 | 0 | 80% | |
| May 1, 2026 | 4 | 12 | 3 | 1 | 0 | 80% | |
| Apr 1, 2026 | 4 | 11 | 3 | 1 | 0 | 79% | |
| Mar 1, 2026 | 4 | 11 | 3 | 1 | 0 | 79% | |
| Feb 1, 2026 | 4 | 10 | 3 | 1 | 0 | 78% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.51 | $2.02–$3.10 | 21.6% | -1.3% | 1↑ 2↓ | $0.4B | 7 |
| Next Q | $2.75 | $2.39–$3.27 | 43.5% | +4.5% | 3↑ 0↓ | $0.5B | 7 |
| Current FY | $10.43 | $9.72–$11.22 | 42.3% | -0.8% | 2↑ 8↓ | $1.9B | 11 |
| Next FY | $12.86 | $10.59–$17.52 | 23.3% | -0.4% | 6↑ 5↓ | $2.3B | 11 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.506 | — |
| 7d ago | $2.533 | -0.027 |
| 30d ago | $2.540 | -0.034 |
| 60d ago | $2.682 | -0.177 |
| 90d ago | $2.959 | -0.453 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 10,910,603 | $2.2B | 18.1% | — |
| Capital World Investors | 9,322,778 | $1.9B | 15.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,125,608 | $823.5M | 6.9% | — |
| STATE STREET CORP | 3,904,305 | $779.3M | 6.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,797,392 | $758.0M | 6.3% | — |
| VAN ECK ASSOCIATES CORP | 2,929,665 | $584.8M | 4.9% | — |
| Invesco Ltd. | 2,069,954 | $413.2M | 3.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,740,552 | $347.5M | 2.9% | — |
| Capital Research Global Investors | 1,452,223 | $289.9M | 2.4% | ADD +69.6% |
| NORGES BANK | 1,409,598 | $281.4M | 2.3% | NEW |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital Research Global Investors | ADD | 856,097 | 1,452,223 | +69.6% | $289.9M |
| NORGES BANK | NEW | — | 1,409,598 | — | $281.4M |
| UBS Group AG | DOUBLED | 429,896 | 1,218,178 | +183.4% | $243.2M |
| Nuveen, LLC | ADD | 478,212 | 736,785 | +54.1% | $147.1M |
| Capital International Investors | TRIM | 980,083 | 563,355 | -42.5% | $112.5M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 613,944 | 397,065 | -35.3% | $79.3M |
| JANE STREET GROUP, LLC | ADD | 159,508 | 286,392 | +79.5% | $57.2M |
| CITADEL ADVISORS LLC | DOUBLED | 93,743 | 259,296 | +176.6% | $51.8M |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 83,380 | 232,720 | +179.1% | $46.5M |
| D. E. Shaw & Co., Inc. | DOUBLED | 21,644 | 231,625 | +970.2% | $46.2M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Raffield Martin | SVP, Operations | TAX W/H | 27 | $248.34 | $6.7K |
| Sep 11, 2026 | Raffield Martin | SVP, Operations | GIFT | 40 | — | — |
| Sep 3, 2026 | Heissenbuttel William Holmes | President & CEO | SELL | 1,173 | $263.53 | $309.1K |
| Sep 3, 2026 | Heissenbuttel William Holmes | President & CEO | SELL | 1,608 | $261.31 | $420.2K |
| Sep 3, 2026 | Heissenbuttel William Holmes | President & CEO | SELL | 3,560 | $264.59 | $941.9K |
| Sep 3, 2026 | Heissenbuttel William Holmes | President & CEO | SELL | 57 | $259.98 | $14.8K |
| Sep 3, 2026 | Heissenbuttel William Holmes | President & CEO | SELL | 877 | $262.31 | $230.0K |
| Aug 28, 2026 | Shefman Randy | SVP & General Counsel | SELL | 500 | $262.80 | $131.4K |
| Jun 16, 2026 | Shefman Randy | SVP & General Counsel | SELL | 500 | $215.85 | $107.9K |
| May 11, 2026 | Shefman Randy | SVP & General Counsel | SELL | 1,000 | $243.74 | $243.7K |