Market Cap
$7.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 3, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 28, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight | 54% |
| Apr 28, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Apr 28, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight | 54% |
| Apr 28, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Apr 28, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Apr 21, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Apr 21, 2026 | Stifel | INITIATE | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 3 | 3 | 0 | 0 | 70% | |
| Aug 1, 2026 | 4 | 3 | 3 | 0 | 0 | 70% | |
| Jul 1, 2026 | 4 | 3 | 3 | 0 | 0 | 70% | |
| Jun 1, 2026 | 3 | 3 | 3 | 0 | 0 | 67% | |
| May 1, 2026 | 3 | 3 | 3 | 0 | 0 | 67% | |
| Apr 1, 2026 | 2 | 3 | 3 | 0 | 0 | 63% | |
| Mar 1, 2026 | 2 | 3 | 3 | 0 | 0 | 63% | |
| Feb 1, 2026 | 2 | 3 | 3 | 0 | 0 | 63% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.49 | $2.40–$2.60 | 7.0% | +3.1% | 0↑ 3↓ | $0.6B | 4 |
| Next Q | $1.42 | $1.38–$1.47 | 6.9% | -0.9% | 0↑ 3↓ | $0.5B | 4 |
| Current FY | $9.12 | $9.01–$9.25 | 14.4% | +0.7% | 1↑ 1↓ | $2.4B | 4 |
| Next FY | $9.71 | $9.50–$10.00 | 6.5% | +0.0% | 0↑ 2↓ | $2.5B | 4 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.493 | — |
| 7d ago | $2.417 | +0.075 |
| 30d ago | $2.417 | +0.075 |
| 60d ago | $2.547 | -0.054 |
| 90d ago | $2.547 | -0.054 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 4,118,164 | $862.1M | 13.1% | — |
| FMR LLC | 3,669,547 | $768.2M | 11.6% | ADD +38.7% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3,568,049 | $747.0M | 11.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,924,650 | $402.9M | 6.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,854,556 | $388.3M | 5.9% | — |
| STATE STREET CORP | 1,308,394 | $273.9M | 4.2% | — |
| MORGAN STANLEY | 1,201,143 | $251.5M | 3.8% | — |
| DIMENSIONAL FUND ADVISORS LP | 887,760 | $185.9M | 2.8% | — |
| Quantinno Capital Management LP | 862,031 | $180.5M | 2.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 783,269 | $164.0M | 2.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 2,646,302 | 3,669,547 | +38.7% | $768.2M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | DOUBLED | 173,753 | 542,592 | +212.3% | $115.9M |
| NORGES BANK | NEW | — | 434,349 | — | $90.9M |
| Capital World Investors | ADD | 172,813 | 266,953 | +54.5% | $55.9M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | NEW | — | 186,383 | — | $39.0M |
| Clearbridge Investments, LLC | ADD | 94,782 | 133,655 | +41.0% | $28.0M |
| BNP Paribas Asset Management Holding S.A. | DOUBLED | 692 | 128,755 | +18506.2% | $27.0M |
| ROYAL BANK OF CANADA | TRIM | 173,395 | 126,315 | -27.2% | $26.4M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 35,020 | 126,155 | +260.2% | $26.4M |
| UBS Group AG | ADD | 58,895 | 85,012 | +44.3% | $17.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | Olosky Michael | President and CEO | SELL | 3,502 | $172.84 | $605.3K |
| Aug 18, 2026 | Bullock Nozomi | EVP, Human Resources | I | 21.81 | $189.84 | $4.1K |
| Aug 4, 2026 | ANDRASICK JAMES S | Director | SELL | 800 | $195.62 | $156.5K |
| May 6, 2026 | Donaldson Philip E | Director | AWARD | 929 | — | — |
| May 6, 2026 | ANDRASICK JAMES S | Director | AWARD | 678 | — | — |
| May 6, 2026 | Banks Chau | Director | AWARD | 678 | — | — |
| May 6, 2026 | Coney Felica | Director | AWARD | 678 | — | — |
| May 6, 2026 | Knight Kenneth D. | Director | AWARD | 678 | — | — |
| May 6, 2026 | FORD CELESTE VOLZ | Director | AWARD | 678 | — | — |
| May 6, 2026 | Drake Angela C | Director | AWARD | 678 | — | — |