Market Cap
$46.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | TD Cowen | INITIATE | Buy | 56% |
| Sep 23, 2026 | Oppenheimer | INITIATE | Outperform | 52% |
| Sep 9, 2026 | Leerink Partners | INITIATE | Outperform | 49% |
| Sep 4, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 12, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 28, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| May 6, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Apr 30, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Apr 30, 2026 | UBS | MAINTAIN | Buy | 55% |
| Apr 30, 2026 | Piper Sandler | REITERATE | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Aug 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Jul 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Jun 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| May 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Apr 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Mar 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Feb 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.72 | $0.60–$0.89 | — | — | — | $4.2B | 5 |
| Next Q | $0.79 | $0.72–$0.97 | — | — | — | $4.2B | 5 |
| Current FY | $2.17 | $1.91–$2.94 | — | — | — | $16.7B | 8 |
| Next FY | $3.08 | $2.86–$3.35 | 42.2% | — | — | $17.3B | 8 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.716 | — |
| 7d ago | $0.685 | +0.031 |
| 30d ago | $0.000 | +0.716 |
| 60d ago | $0.000 | +0.716 |
| 90d ago | $0.000 | +0.716 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 63,894,301 | $2.2B | 12.6% | — |
| Phoenix Financial Ltd. | 42,933,367 | $1.5B | 8.5% | — |
| WCM INVESTMENT MANAGEMENT, LLC | 41,315,232 | $1.4B | 8.0% | — |
| MENORA MIVTACHIM HOLDINGS LTD. | 39,854,383 | $1.4B | 7.9% | — |
| Migdal Insurance & Financial Holdings Ltd. | 38,922,212 | $1.3B | 7.7% | — |
| NORGES BANK | 32,299,753 | $1.1B | 6.4% | NEW |
| FMR LLC | 30,258,016 | $1.0B | 6.0% | — |
| STATE STREET CORP | 18,936,548 | $641.6M | 3.7% | — |
| Rubric Capital Management LP | 15,575,000 | $527.7M | 3.1% | — |
| Capital World Investors | 12,536,035 | $424.7M | 2.5% | ADD +41.9% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 32,299,753 | — | $1.1B |
| Capital World Investors | ADD | 8,833,566 | 12,536,035 | +41.9% | $424.7M |
| MEITAV INVESTMENT HOUSE LTD | NEW | — | 9,947,045 | — | $336.9M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | DOUBLED | 1,425,667 | 6,593,221 | +362.5% | $223.4M |
| GOLDMAN SACHS GROUP INC | ADD | 4,826,245 | 6,129,240 | +27.0% | $207.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | DOUBLED | 57,244 | 3,832,465 | +6595.0% | $129.8M |
| MILLENNIUM MANAGEMENT LLC | ADD | 1,893,845 | 3,265,321 | +72.4% | $110.6M |
| Assenagon Asset Management S.A. | DOUBLED | 1,339,702 | 3,056,017 | +128.1% | $103.5M |
| CITIGROUP INC | DOUBLED | 832,323 | 2,527,031 | +203.6% | $85.6M |
| AustralianSuper Pty Ltd | TRIM | 3,556,389 | 2,502,805 | -29.6% | $84.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 18, 2026 | Savage Brian | Interim Chief Legal Officer | SELL | 4,503 | $38.69 | $174.2K |
| Sep 18, 2026 | Savage Brian | Interim Chief Legal Officer | SELL | 2,525 | $39.15 | $98.8K |
| Sep 18, 2026 | Savage Brian | Interim Chief Legal Officer | SELL | 314 | $38.70 | $12.2K |
| Sep 18, 2026 | Savage Brian | Interim Chief Legal Officer | EXERCISE | 4,503 | $34.70 | $156.3K |
| Sep 18, 2026 | MIGNONE ROBERTO | Director | SELL | 367,600 | $39.06 | $14.4M |
| Aug 21, 2026 | Satchi-Fainaro Ronit | Director | SELL | 415 | $37.25 | $15.5K |
| Aug 21, 2026 | Weiss Amir | Chief Accounting Officer | SELL | 6,945 | $37.61 | $261.2K |
| Aug 21, 2026 | Weiss Amir | Chief Accounting Officer | EXERCISE | 2,500 | $19.61 | $49.0K |
| Aug 21, 2026 | Weiss Amir | Chief Accounting Officer | SELL | 2,500 | $37.63 | $94.1K |
| Aug 17, 2026 | Lippman Evan | EVP, Business Development | SELL | 18,600 | $36.57 | $680.3K |