Market Cap
$18.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 31, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 27, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Jul 24, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 24, 2026 | Needham | REITERATE | Buy | 50% |
| Jul 20, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Jul 20, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 15, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Apr 27, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Apr 24, 2026 | UBS | MAINTAIN | Buy | 55% |
| Apr 24, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 8 | 3 | 0 | 0 | 81% | |
| Aug 1, 2026 | 5 | 8 | 3 | 0 | 0 | 81% | |
| Jul 1, 2026 | 5 | 8 | 3 | 0 | 0 | 81% | |
| Jun 1, 2026 | 5 | 8 | 3 | 0 | 0 | 81% | |
| May 1, 2026 | 5 | 8 | 3 | 0 | 0 | 81% | |
| Apr 1, 2026 | 5 | 8 | 3 | 0 | 0 | 81% | |
| Mar 1, 2026 | 5 | 8 | 3 | 0 | 0 | 81% | |
| Feb 1, 2026 | 5 | 8 | 3 | 0 | 0 | 81% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.77 | $1.75–$1.78 | 12.6% | +0.0% | 8↑ 0↓ | $1.7B | 9 |
| Next Q | $1.90 | $1.86–$1.97 | 12.2% | +0.0% | 8↑ 0↓ | $1.7B | 9 |
| Current FY | $7.06 | $6.69–$7.18 | 15.1% | +0.0% | 8↑ 0↓ | $6.8B | 10 |
| Next FY | $7.73 | $7.24–$7.97 | 9.4% | +0.0% | 7↑ 1↓ | $7.1B | 10 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.767 | — |
| 7d ago | $1.767 | — |
| 30d ago | $1.767 | — |
| 60d ago | $1.721 | +0.047 |
| 90d ago | $1.720 | +0.047 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 16,824,938 | $1.0B | 11.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12,171,365 | $755.2M | 8.5% | — |
| FMR LLC | 12,049,021 | $747.6M | 8.4% | — |
| PZENA INVESTMENT MANAGEMENT LLC | 11,036,568 | $684.8M | 7.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 9,270,783 | $575.3M | 6.5% | — |
| STATE STREET CORP | 6,256,870 | $388.2M | 4.4% | — |
| AQR CAPITAL MANAGEMENT LLC | 6,074,515 | $376.9M | 4.2% | — |
| CITADEL ADVISORS LLC | 5,905,599 | $366.4M | 4.1% | — |
| Swedbank AB | 4,862,933 | $301.7M | 3.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | ADD | 2,232,491 | 3,079,286 | +37.9% | $191.1M |
| UBS Group AG | DOUBLED | 601,959 | 1,701,144 | +182.6% | $105.6M |
| MILLENNIUM MANAGEMENT LLC | ADD | 1,015,822 | 1,438,532 | +41.6% | $89.3M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 564,510 | 1,437,390 | +154.6% | $89.2M |
| Squarepoint Ops LLC | ADD | 733,949 | 1,425,413 | +94.2% | $88.4M |
| D. E. Shaw & Co., Inc. | ADD | 941,634 | 1,405,531 | +49.3% | $87.2M |
| FIRST TRUST ADVISORS LP | ADD | 907,447 | 1,249,519 | +37.7% | $77.5M |
| Gotham Asset Management, LLC | DOUBLED | 506,115 | 1,021,270 | +101.8% | $63.4M |
| Walleye Capital LLC | DOUBLED | 39,070 | 933,976 | +2290.5% | $58.0M |
| BALYASNY ASSET MANAGEMENT L.P. | NEW | — | 922,003 | — | $57.2M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 15, 2026 | Schell Brian N | EVP & CFO | TAX W/H | 17,937 | $81.50 | $1.5M |
| Aug 15, 2026 | Schell Brian N | EVP & CFO | EXERCISE | 40,170 | — | — |
| May 22, 2026 | ZAMKOW MICHAEL JAY | Director | EXERCISE | 3,000 | $30.45 | $91.3K |
| May 22, 2026 | ZAMKOW MICHAEL JAY | Director | SELL | 3,000 | $66.68 | $200.0K |
| May 20, 2026 | BOULANGER NORMAND A | Director | AWARD | 3,200 | — | — |
| May 20, 2026 | BOULANGER NORMAND A | Director | EXERCISE | 2,580 | — | — |
| May 20, 2026 | Conjeevaram Smita | Director | EXERCISE | 2,580 | — | — |
| May 20, 2026 | Conjeevaram Smita | Director | AWARD | 3,200 | — | — |
| May 20, 2026 | Vanni d'Archirafi Francesco Paolo | Director | EXERCISE | 2,580 | — | — |
| May 20, 2026 | Walton Debra | Director | AWARD | 3,200 | — | — |