Market Cap
$10.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 18, 2026 | Leerink Partners | MAINTAIN | Outperform | 49% |
| Aug 20, 2026 | RBC Capital | REITERATE | Sector Perform | 55% |
| Aug 3, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 30, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Jul 29, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 29, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Jul 29, 2026 | Cantor Fitzgerald | REITERATE | Neutral | 49% |
| Jul 29, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Jul 28, 2026 | Cantor Fitzgerald | REITERATE | Neutral | 49% |
| Jul 28, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 6 | 16 | 1 | 0 | 35% | |
| Aug 1, 2026 | 3 | 6 | 16 | 1 | 0 | 35% | |
| Jul 1, 2026 | 3 | 7 | 15 | 1 | 0 | 38% | |
| Jun 1, 2026 | 3 | 8 | 14 | 1 | 0 | 42% | |
| May 1, 2026 | 3 | 8 | 13 | 1 | 0 | 44% | |
| Apr 1, 2026 | 3 | 9 | 13 | 1 | 0 | 46% | |
| Mar 1, 2026 | 3 | 9 | 14 | 1 | 0 | 44% | |
| Feb 1, 2026 | 3 | 9 | 14 | 1 | 0 | 44% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $5.19 | $4.35–$5.65 | -8.8% | -0.1% | 0↑ 12↓ | $4.7B | 15 |
| Next Q | $5.72 | $5.00–$6.44 | -2.7% | +1.0% | 1↑ 11↓ | $4.8B | 15 |
| Current FY | $22.57 | $21.21–$23.50 | 3.8% | +0.2% | 2↑ 11↓ | $18.6B | 16 |
| Next FY | $24.00 | $22.05–$25.96 | 6.3% | -0.1% | 1↑ 12↓ | $19.5B | 15 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $5.188 | — |
| 7d ago | $5.207 | -0.019 |
| 30d ago | $5.193 | -0.005 |
| 60d ago | $5.308 | -0.120 |
| 90d ago | $5.590 | -0.402 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| First Eagle Investment Management, LLC | 4,554,670 | $677.2M | 10.8% | — |
| BlackRock, Inc. | 4,059,826 | $603.7M | 9.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,392,199 | $504.4M | 8.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,452,177 | $364.6M | 5.8% | — |
| DIMENSIONAL FUND ADVISORS LP | 2,210,595 | $328.7M | 5.2% | — |
| STATE STREET CORP | 2,102,613 | $312.6M | 5.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,974,065 | $293.2M | 4.7% | — |
| PZENA INVESTMENT MANAGEMENT LLC | 1,969,327 | $292.8M | 4.7% | — |
| Invesco Ltd. | 1,951,147 | $290.1M | 4.6% | — |
| FMR LLC | 1,416,755 | $210.7M | 3.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| LOS ANGELES CAPITAL MANAGEMENT LLC | ADD | 664,576 | 1,068,124 | +60.7% | $158.8M |
| NORGES BANK | NEW | — | 888,499 | — | $132.1M |
| GOLDMAN SACHS GROUP INC | TRIM | 1,330,971 | 601,953 | -54.8% | $89.5M |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 9,200 | 563,029 | +6019.9% | $83.7M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | DOUBLED | 237,218 | 510,534 | +115.2% | $75.9M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 687,756 | 417,369 | -39.3% | $62.1M |
| Qube Research & Technologies Ltd | NEW | — | 397,433 | — | $59.1M |
| MACKENZIE FINANCIAL CORP | DOUBLED | 111,785 | 380,905 | +240.7% | $56.6M |
| CITADEL ADVISORS LLC | DOUBLED | 82,194 | 308,147 | +274.9% | $45.8M |
| NORDEA INVESTMENT MANAGEMENT AB | DOUBLED | 9,199 | 300,663 | +3168.4% | $44.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 27, 2026 | MILLER ALAN B | Executive Chairman | J | 13,963 | — | — |
| May 27, 2026 | MILLER ALAN B | Executive Chairman | J | 9,418 | — | — |
| May 27, 2026 | MILLER ALAN B | Executive Chairman | J | 14,163 | — | — |
| May 27, 2026 | MILLER ALAN B | Executive Chairman | J | 50,990 | — | — |
| May 27, 2026 | MILLER ALAN B | Executive Chairman | J | 25,495 | — | — |
| May 20, 2026 | Chen-Langenmayr Nina | Director | AWARD | 1,217 | — | — |
| May 20, 2026 | Nimetz Warren J. | Director | AWARD | 1,217 | — | — |
| May 20, 2026 | Singer Maria Ruderman | Director | AWARD | 1,217 | — | — |
| May 20, 2026 | McDonnell Eileen C. | Director | AWARD | 1,217 | — | — |
| May 20, 2026 | SUSSMAN ELLIOT J MD MBA | Director | AWARD | 1,217 | — | — |