Market Cap
$6.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 3, 2026 | RBC Capital | INITIATE | Outperform | 55% |
| Sep 1, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 28, 2026 | Needham | MAINTAIN | Buy | 50% |
| Aug 25, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 24, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Jul 24, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Jul 24, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| May 11, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| May 8, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| May 8, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 7 | 11 | 0 | 0 | 45% | |
| Aug 1, 2026 | 2 | 7 | 11 | 0 | 0 | 45% | |
| Jul 1, 2026 | 3 | 7 | 11 | 0 | 0 | 48% | |
| Jun 1, 2026 | 3 | 7 | 11 | 0 | 0 | 48% | |
| May 1, 2026 | 3 | 7 | 11 | 0 | 0 | 48% | |
| Apr 1, 2026 | 3 | 7 | 11 | 0 | 0 | 48% | |
| Mar 1, 2026 | 3 | 6 | 12 | 0 | 0 | 43% | |
| Feb 1, 2026 | 3 | 6 | 12 | 0 | 0 | 43% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.27 | $1.24–$1.29 | 12.8% | -0.1% | 12↑ 1↓ | $0.7B | 13 |
| Next Q | $1.34 | $1.29–$1.38 | 13.9% | -0.2% | 11↑ 1↓ | $0.7B | 13 |
| Current FY | $5.03 | $4.95–$5.08 | 15.5% | -0.1% | 13↑ 0↓ | $2.6B | 13 |
| Next FY | $5.58 | $5.29–$6.00 | 10.8% | +1.5% | 12↑ 1↓ | $2.8B | 15 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.275 | — |
| 7d ago | $1.275 | -0.000 |
| 30d ago | $1.276 | -0.002 |
| 60d ago | $1.249 | +0.025 |
| 90d ago | $1.249 | +0.025 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Capital World Investors | 11,083,089 | $432.0M | 15.6% | — |
| BlackRock, Inc. | 10,798,834 | $420.9M | 15.2% | ADD +97.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,502,530 | $253.5M | 9.1% | — |
| AMERIPRISE FINANCIAL INC | 5,120,134 | $199.6M | 7.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,334,735 | $130.0M | 4.7% | — |
| STATE STREET CORP | 3,016,103 | $117.6M | 4.2% | ADD +63.6% |
| FIRST TRUST ADVISORS LP | 2,346,082 | $91.4M | 3.3% | ADD +48.6% |
| Quantinno Capital Management LP | 2,238,449 | $87.3M | 3.1% | DOUBLED +150.4% |
| Alyeska Investment Group, L.P. | 2,048,841 | $79.9M | 2.9% | ADD +40.5% |
| JUPITER ASSET MANAGEMENT LTD | 1,532,360 | $59.7M | 2.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | ADD | 1,579,225 | 2,346,082 | +48.6% | $91.4M |
| Alyeska Investment Group, L.P. | ADD | 1,458,595 | 2,048,841 | +40.5% | $79.9M |
| PANAGORA ASSET MANAGEMENT INC | ADD | 731,981 | 1,383,355 | +89.0% | $53.9M |
| MACKENZIE FINANCIAL CORP | DOUBLED | 193,481 | 811,312 | +319.3% | $31.6M |
| GOLDMAN SACHS GROUP INC | TRIM | 1,315,156 | 724,395 | -44.9% | $28.2M |
| Russell Investments Group, Ltd. | DOUBLED | 221,262 | 642,020 | +190.2% | $25.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 329,207 | 460,941 | +40.0% | $18.0M |
| BNP PARIBAS FINANCIAL MARKETS | TRIM | 625,320 | 372,849 | -40.4% | $14.5M |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | ADD | 271,251 | 342,205 | +26.2% | $13.3M |
| CITADEL ADVISORS LLC | TRIM | 619,994 | 319,013 | -48.5% | $12.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Makagon Kira | President and COO | SELL | 36,185 | $70.11 | $2.5M |
| Sep 9, 2026 | Arora Tarun | Chief Accounting Officer | SELL | 1,493 | $69.69 | $104.0K |
| Sep 9, 2026 | Arora Tarun | Chief Accounting Officer | SELL | 2,679 | $70.74 | $189.5K |
| Sep 3, 2026 | Arora Tarun | Chief Accounting Officer | SELL | 954 | $77.00 | $73.5K |
| Sep 3, 2026 | Shmunis Vladimir | CEO and Chairman | SELL | 3,146 | $77.00 | $242.2K |
| Sep 3, 2026 | Shmunis Vladimir | CEO and Chairman | SELL | 245 | $75.36 | $18.5K |
| Sep 3, 2026 | Shmunis Vladimir | CEO and Chairman | SELL | 7,774 | $76.45 | $594.3K |
| Sep 2, 2026 | Shmunis Vladimir | CEO and Chairman | SELL | 1,270 | $70.32 | $89.3K |
| Sep 2, 2026 | Shmunis Vladimir | CEO and Chairman | SELL | 5,709 | $71.21 | $406.5K |
| Sep 2, 2026 | Shmunis Vladimir | CEO and Chairman | SELL | 8,064 | $72.35 | $583.5K |