Market Cap
$17.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 18, 2026 | JP Morgan | UPGRADE | Overweight | 55% |
| Sep 10, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Sep 4, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Sep 4, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 14, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 2, 2026 | B of A Securities | MAINTAIN | Neutral | 54% |
| Jul 2, 2026 | Bernstein | MAINTAIN | Market Perform | 51% |
| Jun 18, 2026 | Piper Sandler | REITERATE | Overweight | 54% |
| May 5, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight | 54% |
| Apr 6, 2026 | Piper Sandler | UPGRADE | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 7 | 11 | 0 | 1 | 40% | |
| Aug 1, 2026 | 2 | 7 | 10 | 0 | 0 | 47% | |
| Jul 1, 2026 | 2 | 7 | 10 | 0 | 0 | 47% | |
| Jun 1, 2026 | 2 | 7 | 10 | 0 | 0 | 47% | |
| May 1, 2026 | 2 | 8 | 10 | 0 | 0 | 50% | |
| Apr 1, 2026 | 2 | 7 | 11 | 0 | 0 | 45% | |
| Mar 1, 2026 | 2 | 6 | 11 | 0 | 0 | 42% | |
| Feb 1, 2026 | 2 | 6 | 11 | 0 | 0 | 42% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.79 | $0.49–$1.24 | -31.4% | -29.8% | 1↑ 5↓ | $14.2B | 8 |
| Next Q | $1.01 | $0.77–$1.17 | 4.2% | -8.9% | 2↑ 3↓ | $14.3B | 7 |
| Current FY | $3.71 | $3.32–$4.11 | -10.1% | -6.2% | 3↑ 4↓ | $56.3B | 10 |
| Next FY | $4.13 | $3.58–$4.99 | 11.4% | -7.8% | 4↑ 4↓ | $55.6B | 11 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.789 | — |
| 7d ago | $0.849 | -0.061 |
| 30d ago | $1.123 | -0.334 |
| 60d ago | $1.218 | -0.429 |
| 90d ago | $1.232 | -0.443 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 26,216,957 | $1.5B | 12.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 18,433,920 | $1.1B | 8.9% | — |
| PZENA INVESTMENT MANAGEMENT LLC | 17,016,651 | $974.2M | 8.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 15,528,970 | $889.0M | 7.5% | — |
| STATE STREET CORP | 14,661,388 | $839.4M | 7.1% | — |
| DAVIS SELECTED ADVISERS | 12,653,717 | $724.5M | 6.1% | — |
| AQR CAPITAL MANAGEMENT LLC | 8,197,389 | $469.3M | 4.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 7,722,169 | $440.4M | 3.7% | — |
| Invesco Ltd. | 5,526,193 | $316.4M | 2.7% | — |
| NORTHERN TRUST CORP | 4,805,540 | $275.1M | 2.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 4,573,018 | — | $261.8M |
| JANE STREET GROUP, LLC | DOUBLED | 1,476,742 | 3,299,391 | +123.4% | $188.9M |
| CITADEL ADVISORS LLC | DOUBLED | 957,072 | 2,599,577 | +171.6% | $148.8M |
| Man Group plc | DOUBLED | 471,930 | 1,923,780 | +307.6% | $110.1M |
| BARCLAYS PLC | ADD | 1,474,376 | 1,902,412 | +29.0% | $108.9M |
| DEUTSCHE BANK AG\ | TRIM | 2,719,391 | 1,659,280 | -39.0% | $95.0M |
| Qube Research & Technologies Ltd | DOUBLED | 340,986 | 1,584,602 | +364.7% | $90.7M |
| D. E. Shaw & Co., Inc. | ADD | 984,488 | 1,335,396 | +35.6% | $76.5M |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 497,399 | 1,003,199 | +101.7% | $57.4M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 493,500 | 995,962 | +101.8% | $57.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 4, 2026 | Schomburger Jeffrey K | President & CEO Elect | BUY | 19,450 | $51.50 | $1.0M |
| Jul 10, 2026 | TYSON JOHN H | Chairman of the Board | AWARD | 51,876.188 | — | — |
| Jul 10, 2026 | TYSON JOHN H | Chairman of the Board | AWARD | 51,876.188 | — | — |
| Jul 10, 2026 | MORRIS WES | Chief Operating Officer | AWARD | 25,938.094 | — | — |
| Jul 10, 2026 | TYSON JOHN H | Chairman of the Board | AWARD | 51,876.188 | — | — |
| Jul 10, 2026 | Schomburger Jeffrey K | President & CEO Elect | AWARD | 48,417.776 | — | — |
| May 10, 2026 | COLE DEVIN | Chief Operating Officer | TAX W/H | 3,015 | $68.38 | $206.2K |
| May 10, 2026 | COLE DEVIN | Chief Operating Officer | TAX W/H | 7,510 | $68.38 | $513.5K |
| May 9, 2026 | COLE DEVIN | Chief Operating Officer | TAX W/H | 766 | $68.38 | $52.4K |
| Feb 10, 2026 | Deckinger Adam S. | Chief Legal & Admin Officer | TAX W/H | 2,715 | $64.96 | $176.4K |