Market Cap
$20.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | UBS | MAINTAIN | Buy | 55% |
| Sep 25, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Sep 15, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Sep 8, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 2, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jun 26, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jun 26, 2026 | Barrington Research | MAINTAIN | Outperform | 55% |
| Jun 26, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jun 23, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jun 16, 2026 | Barrington Research | MAINTAIN | Outperform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 8 | 3 | 0 | 0 | 82% | |
| Aug 1, 2026 | 6 | 8 | 3 | 0 | 0 | 82% | |
| Jul 1, 2026 | 5 | 9 | 3 | 0 | 0 | 82% | |
| Jun 1, 2026 | 5 | 9 | 3 | 0 | 0 | 82% | |
| May 1, 2026 | 5 | 8 | 4 | 0 | 0 | 76% | |
| Apr 1, 2026 | 5 | 9 | 3 | 0 | 0 | 82% | |
| Mar 1, 2026 | 5 | 9 | 3 | 0 | 0 | 82% | |
| Feb 1, 2026 | 5 | 9 | 3 | 0 | 0 | 82% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $5.99 | $5.89–$6.18 | 56.5% | +25.7% | 11↑ 0↓ | $22.2B | 9 |
| Next Q | $5.30 | $4.53–$6.46 | 12.0% | +6.9% | 7↑ 2↓ | $20.3B | 9 |
| Current FY | $21.25 | $21.15–$21.42 | 61.1% | +12.0% | 11↑ 0↓ | $80.5B | 9 |
| Next FY | $24.29 | $21.85–$28.70 | 14.3% | +13.4% | 11↑ 0↓ | $88.4B | 11 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $5.994 | — |
| 7d ago | $4.848 | +1.146 |
| 30d ago | $4.767 | +1.227 |
| 60d ago | $4.767 | +1.227 |
| 90d ago | $4.780 | +1.213 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 7,326,560 | $2.0B | 14.7% | — |
| FMR LLC | 6,444,530 | $1.7B | 12.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,909,895 | $1.0B | 7.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,298,543 | $881.8M | 6.6% | — |
| STATE STREET CORP | 2,381,393 | $636.6M | 4.8% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,820,958 | $486.8M | 3.7% | TRIM -32.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,729,162 | $465.3M | 3.5% | — |
| Ninety One UK Ltd | 1,648,684 | $440.8M | 3.3% | — |
| Brave Warrior Advisors, LLC | 1,441,630 | $385.4M | 2.9% | TRIM -52.8% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | TRIM | 2,679,601 | 1,820,958 | -32.0% | $486.8M |
| Brave Warrior Advisors, LLC | TRIM | 3,053,644 | 1,441,630 | -52.8% | $385.4M |
| NORGES BANK | NEW | — | 980,091 | — | $262.0M |
| JPMORGAN CHASE & CO | TRIM | 1,226,715 | 854,715 | -30.3% | $231.8M |
| JANE STREET GROUP, LLC | DOUBLED | 102,830 | 737,540 | +617.2% | $197.2M |
| Nuveen, LLC | TRIM | 1,045,845 | 728,027 | -30.4% | $194.6M |
| FIRST TRUST ADVISORS LP | ADD | 411,770 | 531,878 | +29.2% | $142.2M |
| Holocene Advisors, LP | DOUBLED | 8,229 | 517,234 | +6185.5% | $138.3M |
| Allianz Asset Management GmbH | ADD | 292,189 | 504,048 | +72.5% | $134.8M |
| SEI INVESTMENTS CO | TRIM | 620,366 | 462,582 | -25.4% | $123.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | POLK DENNIS | Chair, Hyve Solutions | SELL | 300 | $267.45 | $80.2K |
| Sep 15, 2026 | POLK DENNIS | Chair, Hyve Solutions | SELL | 200 | $266.78 | $53.4K |
| Sep 15, 2026 | POLK DENNIS | Chair, Hyve Solutions | SELL | 700 | $263.41 | $184.4K |
| Sep 15, 2026 | POLK DENNIS | Chair, Hyve Solutions | SELL | 800 | $262.76 | $210.2K |
| Sep 15, 2026 | POLK DENNIS | Chair, Hyve Solutions | SELL | 400 | $264.31 | $105.7K |
| Sep 15, 2026 | POLK DENNIS | Chair, Hyve Solutions | SELL | 100 | $265.67 | $26.6K |
| Aug 17, 2026 | POLK DENNIS | Chair, Hyve Solutions | SELL | 500 | $259.58 | $129.8K |
| Aug 17, 2026 | POLK DENNIS | Chair, Hyve Solutions | SELL | 200 | $262.39 | $52.5K |
| Aug 17, 2026 | POLK DENNIS | Chair, Hyve Solutions | SELL | 400 | $258.68 | $103.5K |
| Aug 17, 2026 | POLK DENNIS | Chair, Hyve Solutions | SELL | 600 | $260.27 | $156.2K |