Market Cap
$11.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Sep 29, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Sep 24, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Sep 21, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 29, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 29, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 29, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 29, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 29, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jul 29, 2026 | Needham | MAINTAIN | Buy | 50% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 13 | 6 | 0 | 0 | 77% | |
| Aug 1, 2026 | 7 | 13 | 6 | 0 | 0 | 77% | |
| Jul 1, 2026 | 7 | 13 | 6 | 0 | 0 | 77% | |
| Jun 1, 2026 | 7 | 13 | 6 | 0 | 0 | 77% | |
| May 1, 2026 | 7 | 13 | 6 | 0 | 0 | 77% | |
| Apr 1, 2026 | 7 | 13 | 5 | 0 | 0 | 80% | |
| Mar 1, 2026 | 7 | 13 | 5 | 0 | 0 | 80% | |
| Feb 1, 2026 | 7 | 13 | 4 | 1 | 0 | 80% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.22 | $1.20–$1.27 | 10.7% | +0.1% | 4↑ 13↓ | $1.3B | 19 |
| Next Q | $1.22 | $1.19–$1.26 | 14.1% | +0.0% | 9↑ 5↓ | $1.3B | 18 |
| Current FY | $4.82 | $4.29–$4.93 | 12.1% | -0.7% | 16↑ 0↓ | $5.2B | 21 |
| Next FY | $5.57 | $5.07–$6.10 | 15.6% | -0.6% | 10↑ 7↓ | $5.6B | 21 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.217 | — |
| 7d ago | $1.217 | — |
| 30d ago | $1.216 | +0.002 |
| 60d ago | $1.216 | +0.002 |
| 90d ago | $1.234 | -0.017 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| DODGE & COX | 24,196,211 | $1.7B | 13.0% | ADD +49.5% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10,667,983 | $1.5B | 11.1% | — |
| BlackRock, Inc. | 18,957,034 | $1.4B | 10.2% | — |
| Independent Franchise Partners LLP | 13,976,652 | $1.0B | 7.5% | — |
| FMR LLC | 11,715,822 | $845.2M | 6.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 8,717,448 | $628.9M | 4.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,208,801 | $592.2M | 4.4% | — |
| STATE STREET CORP | 7,117,054 | $513.4M | 3.8% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 6,603,407 | $476.4M | 3.6% | TRIM -39.7% |
| MORGAN STANLEY | 6,352,440 | $458.3M | 3.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| DODGE & COX | ADD | 16,189,511 | 24,196,211 | +49.5% | $1.7B |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 10,952,962 | 6,603,407 | -39.7% | $476.4M |
| CITADEL ADVISORS LLC | ADD | 3,143,309 | 4,364,921 | +38.9% | $314.9M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 2,498,573 | 3,280,251 | +31.3% | $236.6M |
| VAN ECK ASSOCIATES CORP | TRIM | 5,239,016 | 2,106,382 | -59.8% | $152.0M |
| Orbis Allan Gray Ltd | DOUBLED | 584,722 | 2,021,682 | +245.8% | $145.8M |
| NORGES BANK | NEW | — | 1,130,831 | — | $81.6M |
| GOLDMAN SACHS GROUP INC | ADD | 811,611 | 1,037,724 | +27.9% | $74.9M |
| MILLENNIUM MANAGEMENT LLC | ADD | 746,105 | 1,018,182 | +36.5% | $73.5M |
| TORONTO DOMINION BANK | DOUBLED | 26,364 | 762,825 | +2793.4% | $55.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Abdelsadek Mohamed | EVP, Chief Global Solutions | SELL | 1,250 | $79.07 | $98.8K |
| Sep 10, 2026 | Achanta Venkat | EVP, Chief Tech, Data & Analy. | SELL | 23,287 | $77.00 | $1.8M |
| Sep 1, 2026 | Achanta Venkat | EVP, Chief Tech, Data & Analy. | AWARD | 71,710 | — | — |
| Sep 1, 2026 | Skinner Todd C. | President, International | SELL | 1,000 | $84.42 | $84.4K |
| Sep 1, 2026 | CHAOUKI STEVEN M | President, US Markets | SELL | 1,000 | $84.42 | $84.4K |
| Sep 1, 2026 | Ruebensaal Clayton F. | EVP, Chief Marketing & Comms | AWARD | 5,976 | — | — |
| Aug 31, 2026 | Williams Jennifer A. | SVP, Chief Accounting Officer | SELL | 1,070 | $84.57 | $90.5K |
| Aug 28, 2026 | Cartwright Christopher A | President and CEO | TAX W/H | 29,262 | $85.67 | $2.5M |
| Aug 28, 2026 | Williams Jennifer A. | SVP, Chief Accounting Officer | TAX W/H | 446 | $85.67 | $38.2K |
| Aug 28, 2026 | Zuiker Alicia Brooke | EVP, CHRO | TAX W/H | 987 | $85.67 | $84.6K |