Market Cap
$17.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 4, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Sep 1, 2026 | RBC Capital | INITIATE | Sector Perform | 55% |
| Aug 5, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 6, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| May 7, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| May 6, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| May 6, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| May 6, 2026 | Stifel | MAINTAIN | Hold | 54% |
| May 4, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Apr 14, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 8 | 12 | 0 | 0 | 52% | |
| Aug 1, 2026 | 5 | 8 | 12 | 0 | 0 | 52% | |
| Jul 1, 2026 | 5 | 8 | 12 | 0 | 0 | 52% | |
| Jun 1, 2026 | 5 | 8 | 11 | 0 | 0 | 54% | |
| May 1, 2026 | 5 | 9 | 11 | 0 | 0 | 56% | |
| Apr 1, 2026 | 5 | 10 | 11 | 0 | 0 | 58% | |
| Mar 1, 2026 | 5 | 10 | 10 | 1 | 0 | 58% | |
| Feb 1, 2026 | 5 | 10 | 10 | 1 | 0 | 58% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.29 | $1.28–$1.33 | 9.6% | +0.3% | 0↑ 12↓ | $0.7B | 14 |
| Next Q | $1.62 | $1.58–$1.67 | -5.0% | +0.2% | 0↑ 12↓ | $0.8B | 15 |
| Current FY | $5.35 | $5.32–$5.38 | 5.7% | -0.0% | 10↑ 0↓ | $2.9B | 16 |
| Next FY | $5.89 | $5.70–$5.98 | 10.2% | +0.0% | 10↑ 3↓ | $3.0B | 15 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.293 | — |
| 7d ago | $1.292 | +0.001 |
| 30d ago | $1.289 | +0.004 |
| 60d ago | $1.311 | -0.018 |
| 90d ago | $1.312 | -0.019 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Jupiter Topco LLC | 8,637,614 | $961.0M | 10.6% | — |
| EdgePoint Investment Group Inc. | 8,544,479 | $950.7M | 10.5% | — |
| BlackRock, Inc. | 7,658,369 | $852.1M | 9.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,300,973 | $812.3M | 8.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,770,448 | $530.8M | 5.8% | — |
| STATE STREET CORP | 4,342,739 | $483.2M | 5.3% | — |
| VICTORY CAPITAL MANAGEMENT INC | 3,645,905 | $405.6M | 4.5% | — |
| DIMENSIONAL FUND ADVISORS LP | 3,428,692 | $381.5M | 4.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,955,227 | $328.2M | 3.6% | — |
| MORGAN STANLEY | 2,574,826 | $286.5M | 3.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | ADD | 1,387,379 | 1,876,041 | +35.2% | $208.7M |
| UBS Group AG | ADD | 1,355,576 | 1,864,464 | +37.5% | $207.4M |
| Pictet Asset Management Holding SA | ADD | 897,343 | 1,631,343 | +81.8% | $181.5M |
| CITADEL ADVISORS LLC | DOUBLED | 62,653 | 1,457,335 | +2226.0% | $162.1M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | DOUBLED | 461,265 | 1,080,242 | +134.2% | $120.2M |
| GOLDMAN SACHS GROUP INC | ADD | 481,255 | 900,351 | +87.1% | $100.2M |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 8,049 | 865,575 | +10653.8% | $96.3M |
| NORGES BANK | NEW | — | 864,489 | — | $96.2M |
| JANE STREET GROUP, LLC | NEW | — | 576,014 | — | $64.1M |
| FMR LLC | ADD | 349,390 | 465,642 | +33.3% | $51.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 21, 2026 | Krakowiak Maxwell | Please See Remarks | SELL | 1,631 | $144.53 | $235.7K |
| Sep 16, 2026 | Vohra Tajinder S | Please See Remarks | SELL | 7,330 | $140.88 | $1.0M |
| Aug 25, 2026 | MICHAS ALEXIS P | Director | GIFT | 285 | — | — |
| Aug 14, 2026 | Goldberg Joel S | Please See Remarks | GIFT | 27,785 | — | — |
| Aug 13, 2026 | Singh Prahlad R. | Please See Remarks | GIFT | 7,636 | — | — |
| Aug 13, 2026 | Singh Prahlad R. | Please See Remarks | GIFT | 59,650 | — | — |
| Jul 20, 2026 | Gonzales Anita | Vice President and CAO | SELL | 85 | $109.48 | $9.3K |
| Jun 15, 2026 | Gonzales Anita | Vice President and CAO | TAX W/H | 33 | $99.66 | $3.3K |
| May 7, 2026 | Witz Pascale | Director | AWARD | 1,265 | — | — |
| May 7, 2026 | Barrett Peter | Director | AWARD | 1,265 | — | — |