Market Cap
$25.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 1, 2026 | Wedbush | MAINTAIN | Outperform | 57% |
| Jul 24, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 24, 2026 | Wedbush | MAINTAIN | Outperform | 57% |
| Jun 18, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jun 1, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Apr 24, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Apr 24, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Apr 24, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 3 | 3 | 1 | 0 | 67% | |
| Aug 1, 2026 | 5 | 3 | 3 | 1 | 0 | 67% | |
| Jul 1, 2026 | 4 | 3 | 3 | 1 | 0 | 64% | |
| Jun 1, 2026 | 4 | 3 | 3 | 1 | 0 | 64% | |
| May 1, 2026 | 4 | 3 | 3 | 1 | 0 | 64% | |
| Apr 1, 2026 | 4 | 4 | 2 | 1 | 0 | 73% | |
| Mar 1, 2026 | 4 | 4 | 2 | 1 | 0 | 73% | |
| Feb 1, 2026 | 4 | 3 | 4 | 0 | 0 | 64% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.42 | $2.40–$2.43 | 6.4% | +0.5% | 1↑ 0↓ | $0.4B | 4 |
| Next Q | $2.46 | $2.44–$2.47 | 10.2% | +0.6% | 1↑ 0↓ | $0.4B | 4 |
| Current FY | $9.58 | $9.55–$9.60 | 8.8% | +0.2% | 1↑ 0↓ | $1.8B | 4 |
| Next FY | $10.86 | $10.74–$10.94 | 13.4% | +0.9% | 2↑ 0↓ | $1.9B | 4 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.415 | — |
| 7d ago | $2.415 | — |
| 30d ago | $2.403 | +0.012 |
| 60d ago | $2.403 | +0.012 |
| 90d ago | $2.376 | +0.039 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BERKSHIRE HATHAWAY INC | 8,989,880 | $2.3B | 13.0% | — |
| BlackRock, Inc. | 8,412,124 | $2.1B | 12.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,348,923 | $1.3B | 7.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,075,673 | $1.3B | 7.4% | — |
| AQR CAPITAL MANAGEMENT LLC | 4,949,848 | $1.2B | 7.2% | — |
| STATE STREET CORP | 4,150,727 | $1.0B | 6.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,473,235 | $622.3M | 3.6% | — |
| RENAISSANCE TECHNOLOGIES LLC | 2,449,771 | $616.3M | 3.6% | — |
| MORGAN STANLEY | 2,269,680 | $571.0M | 3.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,118,343 | — | $281.3M |
| FMR LLC | DOUBLED | 247,481 | 750,139 | +203.1% | $188.7M |
| JANE STREET GROUP, LLC | ADD | 359,445 | 510,061 | +41.9% | $128.3M |
| Holocene Advisors, LP | DOUBLED | 89,537 | 496,573 | +454.6% | $124.9M |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 42,074 | 433,562 | +930.5% | $109.1M |
| UBS Group AG | TRIM | 490,149 | 349,341 | -28.7% | $87.9M |
| Quantinno Capital Management LP | ADD | 234,224 | 332,698 | +42.0% | $83.7M |
| Assenagon Asset Management S.A. | TRIM | 484,551 | 310,344 | -36.0% | $78.1M |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 154,993 | 252,197 | +62.7% | $63.4M |
| Vinva Investment Management Ltd | ADD | 146,734 | 229,968 | +56.7% | $58.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 29, 2026 | BIDZOS D JAMES | Exec. Chairman, Pres, & CEO | SELL | 200 | $279.86 | $56.0K |
| Sep 29, 2026 | BIDZOS D JAMES | Exec. Chairman, Pres, & CEO | SELL | 300 | $276.68 | $83.0K |
| Sep 29, 2026 | BIDZOS D JAMES | Exec. Chairman, Pres, & CEO | SELL | 800 | $278.01 | $222.4K |
| Sep 29, 2026 | BIDZOS D JAMES | Exec. Chairman, Pres, & CEO | SELL | 2,000 | $279.29 | $558.6K |
| Sep 22, 2026 | BIDZOS D JAMES | Exec. Chairman, Pres, & CEO | SELL | 200 | $302.50 | $60.5K |
| Sep 22, 2026 | BIDZOS D JAMES | Exec. Chairman, Pres, & CEO | SELL | 397 | $303.94 | $120.7K |
| Sep 22, 2026 | BIDZOS D JAMES | Exec. Chairman, Pres, & CEO | SELL | 1,100 | $308.90 | $339.8K |
| Sep 22, 2026 | BIDZOS D JAMES | Exec. Chairman, Pres, & CEO | SELL | 802 | $299.20 | $240.0K |
| Sep 22, 2026 | BIDZOS D JAMES | Exec. Chairman, Pres, & CEO | SELL | 200 | $306.64 | $61.3K |
| Sep 22, 2026 | BIDZOS D JAMES | Exec. Chairman, Pres, & CEO | SELL | 601 | $305.19 | $183.4K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Oct 3, 2025 | Julie Johnson | D | HOUSE | BUY | $1,001 - $15,000 | Verisign Inc | Aug 6, 2026(308d) |
| Oct 3, 2025 | Julie Johnson | D | HOUSE | SELL | $1,001 - $15,000 | Verisign Inc | Aug 6, 2026(308d) |