Market Cap
$5.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 11, 2026 | Piper Sandler | INITIATE | Neutral | 54% |
| Jul 24, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 24, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Jul 21, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jun 29, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | 49% |
| Jun 12, 2026 | Deutsche Bank | MAINTAIN | Hold | 58% |
| Apr 28, 2026 | Loop Capital | INITIATE | Buy | 54% |
| Apr 24, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Apr 23, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Apr 21, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 5 | 11 | 0 | 0 | 42% | |
| Aug 1, 2026 | 3 | 5 | 11 | 0 | 0 | 42% | |
| Jul 1, 2026 | 3 | 4 | 11 | 0 | 0 | 39% | |
| Jun 1, 2026 | 3 | 4 | 11 | 0 | 0 | 39% | |
| May 1, 2026 | 3 | 4 | 11 | 0 | 0 | 39% | |
| Apr 1, 2026 | 3 | 4 | 11 | 0 | 0 | 39% | |
| Mar 1, 2026 | 3 | 4 | 12 | 0 | 0 | 37% | |
| Feb 1, 2026 | 3 | 4 | 12 | 0 | 0 | 37% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $5.61 | $5.46–$5.76 | 22.3% | +0.1% | 11↑ 1↓ | $0.7B | 14 |
| Next Q | $4.95 | $4.81–$5.25 | 20.5% | +0.2% | 12↑ 0↓ | $0.7B | 14 |
| Current FY | $20.04 | $19.79–$20.45 | 24.5% | +0.1% | 1↑ 1↓ | $2.9B | 15 |
| Next FY | $21.22 | $19.84–$22.72 | 5.9% | +0.6% | 3↑ 0↓ | $2.9B | 15 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $5.613 | — |
| 7d ago | $5.604 | +0.009 |
| 30d ago | $5.607 | +0.006 |
| 60d ago | $5.612 | +0.001 |
| 90d ago | $5.436 | +0.177 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Jupiter Topco LLC | 3,967,061 | $559.7M | 14.0% | — |
| BlackRock, Inc. | 3,167,005 | $446.8M | 11.2% | — |
| MORGAN STANLEY | 1,949,295 | $275.0M | 6.9% | — |
| FMR LLC | 1,801,385 | $254.2M | 6.4% | ADD +47.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,513,612 | $213.6M | 5.4% | — |
| Boston Partners | 1,493,028 | $210.8M | 5.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,430,765 | $201.9M | 5.1% | — |
| STATE STREET CORP | 1,133,228 | $159.9M | 4.0% | — |
| EARNEST PARTNERS LLC | 857,373 | $121.0M | 3.0% | — |
| BANK OF AMERICA CORP /DE/ | 815,695 | $115.1M | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 1,225,304 | 1,801,385 | +47.0% | $254.2M |
| CITADEL ADVISORS LLC | DOUBLED | 274,827 | 582,786 | +112.1% | $82.2M |
| Capital World Investors | DOUBLED | 211,240 | 547,682 | +159.3% | $77.3M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | ADD | 236,598 | 386,978 | +63.6% | $54.6M |
| NORGES BANK | NEW | — | 365,109 | — | $51.5M |
| JANE STREET GROUP, LLC | NEW | — | 109,924 | — | $15.5M |
| ALTA FOX CAPITAL MANAGEMENT, LLC | NEW | — | 91,000 | — | $12.8M |
| Point72 Asset Management, L.P. | NEW | — | 88,419 | — | $12.5M |
| Schonfeld Strategic Advisors LLC | NEW | — | 87,926 | — | $12.4M |
| Russell Investments Group, Ltd. | DOUBLED | 18,837 | 83,127 | +341.3% | $11.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Dearborn Joel Alan JR | COO, International | SELL | 2,500 | $200.00 | $500.0K |
| Sep 14, 2026 | Dearborn Joel Alan JR | COO, International | EXERCISE | 843 | $104.95 | $88.5K |
| Sep 14, 2026 | Dearborn Joel Alan JR | COO, International | SELL | 843 | $200.00 | $168.6K |
| Sep 1, 2026 | Smith Melissa D | CEO and President | EXERCISE | 4,922 | $99.69 | $490.7K |
| Sep 1, 2026 | Smith Melissa D | CEO and President | EXERCISE | 23,187 | $104.95 | $2.4M |
| Sep 1, 2026 | Smith Melissa D | CEO and President | SELL | 9,245 | $189.12 | $1.7M |
| Sep 1, 2026 | Smith Melissa D | CEO and President | SELL | 7,575 | $189.87 | $1.4M |
| Sep 1, 2026 | Smith Melissa D | CEO and President | SELL | 11,109 | $191.11 | $2.1M |
| Sep 1, 2026 | Smith Melissa D | CEO and President | SELL | 180 | $186.48 | $33.6K |
| Aug 4, 2026 | Carriedo Carlos | COO, Amer. Payments & Mobility | SELL | 1,075 | $186.00 | $199.9K |