Analysts 14 incl. previous ratings
Rating Distribution 3 Buy · 8 Hold · 3 Sell
Date Action Analyst Rating Change Price Target Change Implied Upside Jul 29, 2026 Reiterated B BMO Capital Markets
Market Perform $248 → $305 +0.5% May 18, 2026 Upgrade W Wells Fargo
Underweight → Equal Weight $214 -29.5% Mar 19, 2026 Initiated G Guggenheim
Buy $270 -11.0% Jan 27, 2026 Initiated C Cantor Fitzgerald
Overweight $306 +0.9% Dec 16, 2025 Downgrade J Jefferies
Hold → Underperform $230 -24.2% Oct 23, 2025 Initiated C Citigroup
Neutral $303 -0.1% Oct 22, 2025 Initiated W Wells Fargo
Underweight $288 -5.1% Jan 17, 2024 Upgrade B BofA Securities
Underperform → Neutral $217 → $243 -19.9% Jan 04, 2024 Upgrade W Wolfe Research
Underperform → Peer Perform Nov 07, 2023 Initiated U UBS
Neutral $235 -22.5% Sep 05, 2023 Initiated R RBC Capital Mkts
Sector Perform $267 -12.0% Jun 02, 2023 Initiated U UBS
Neutral $230 -24.2% Apr 03, 2023 Downgrade B BofA Securities
Neutral → Underperform $249 → $211 -30.4% Mar 09, 2022 Upgrade B BofA Securities
Underperform → Neutral $223 -26.5% Aug 17, 2021 Downgrade J JP Morgan
Neutral → Underweight $224 -26.2% Aug 16, 2021 Downgrade C Credit Suisse
Outperform → Neutral $215 -29.1% Aug 11, 2021 Downgrade C Citigroup
Buy → Neutral $212 → $220 -27.5% Feb 11, 2021 Initiated M Mizuho
Buy $210 -30.8% Jan 29, 2021 Upgrade C Citigroup
Neutral → Buy $180 → $190 -37.4% Jan 13, 2021 Downgrade E Evercore ISI
Outperform → Underperform $197 → $143 -52.9%
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Show Previous News
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Bonarti Michael A Corporate Vice President Nov 05 '26 Option Exercise 206.86 6,812 1,409,130 88,661 Nov 06 04:05 PM Bonarti Michael A Corporate Vice President Nov 05 '26 Sale 310.00 6,812 2,111,720 81,849 Nov 06 04:05 PM Magliulo Virginia Executive VP Nov 05 '26 Option Exercise 206.86 852 176,245 15,717 Nov 06 04:05 PM Magliulo Virginia Executive VP Nov 05 '26 Sale 310.01 852 264,125 14,865 Nov 06 04:05 PM Rodriguez Carlos A Director Nov 04 '26 Sale 303.17 2,631 797,634 20,242 Nov 05 04:09 PM Lehberger Jonathan S Corp. VP Nov 04 '26 Sale 300.35 770 231,270 4,961 Nov 05 04:09 PM Magliulo Virginia Officer Nov 05 '26 Proposed Sale 310.01 852 264,125 Nov 05 12:36 PM Bonarti Michael A Officer Nov 05 '26 Proposed Sale 310.00 6,812 2,111,720 Nov 05 12:25 PM Rodriguez Carlos A Director Nov 04 '26 Proposed Sale 303.17 2,631 797,634 Nov 04 04:15 PM Lehberger Jonathan S Officer Nov 04 '26 Proposed Sale 300.35 770 231,270 Nov 04 11:09 AM Bonarti Michael A Corporate Vice President Nov 02 '26 Sale 300.00 7,487 2,246,100 81,849 Nov 03 04:10 PM Rodriguez Carlos A Director Nov 02 '26 Sale 300.05 11,305 3,392,101 22,873 Nov 03 04:10 PM Rodriguez Carlos A Director Nov 02 '26 Proposed Sale 300.05 11,305 3,392,101 Nov 02 04:47 PM Magliulo Virginia Executive VP Oct 30 '26 Sale 293.70 2,927 859,660 14,865 Nov 02 04:12 PM Bonarti Michael A Officer Nov 02 '26 Proposed Sale 300.00 7,487 2,246,100 Nov 02 02:54 PM Magliulo Virginia Officer Oct 30 '26 Proposed Sale 293.70 2,927 859,660 Oct 30 10:13 AM DeSilva Joseph Executive VP Sep 03 '26 Sale 282.87 631 178,491 18,824 Sep 04 04:07 PM Foskett David Corp. VP Sep 02 '26 Sale 283.00 1,529 432,707 14,146 Sep 03 04:06 PM DeSilva Joseph Executive VP Sep 02 '26 Sale 283.00 6,512 1,842,896 19,455 Sep 03 04:06 PM D'Ambrosio Christopher Corp. VP Sep 02 '26 Sale 283.00 1,872 529,776 9,928 Sep 03 04:06 PM Black Maria President & CEO Sep 02 '26 Sale 280.91 29,810 8,373,873 80,624 Sep 03 04:06 PM DeSilva Joseph Officer Sep 03 '26 Proposed Sale 282.87 631 178,491 Sep 03 10:50 AM D'Ambrosio Christopher Officer Sep 02 '26 Proposed Sale 283.00 1,872 529,776 Sep 02 11:42 AM Black Maria Officer Sep 02 '26 Proposed Sale 283.00 29,810 8,436,230 Sep 02 11:36 AM Foskett David Officer Sep 02 '26 Proposed Sale 283.00 1,529 432,707 Sep 02 11:30 AM DeSilva Joseph Officer Sep 02 '26 Proposed Sale 283.00 6,512 1,842,896 Sep 02 11:12 AM Michaud Brian L. Executive VP Aug 21 '26 Sale 279.70 120 33,564 18,442 Aug 24 04:13 PM Kwon David Corp VP Aug 20 '26 Option Exercise 169.84 967 164,235 13,991 Aug 24 04:13 PM Kwon David Corp VP Aug 20 '26 Sale 280.00 798 223,440 13,193 Aug 24 04:13 PM Michaud Brian L. Officer Aug 21 '26 Proposed Sale 279.70 120 33,564 Aug 21 10:32 AM Kwon David Officer Aug 20 '26 Proposed Sale 280.00 798 223,440 Aug 20 01:42 PM Kwon David Corp VP Jul 31 '26 Option Exercise 138.53 250 34,632 9,910 Aug 04 04:11 PM Kwon David Corp VP Jul 30 '26 Option Exercise 138.53 887 122,876 12,074 Jul 31 04:08 PM Kwon David Corp VP Jul 30 '26 Sale 265.62 2,414 641,207 9,660 Jul 31 04:08 PM Kwon David Officer Jul 30 '26 Proposed Sale 265.62 2,414 641,207 Jul 30 10:14 AM SWAN ROBERT HOLMES Director May 07 '26 Buy 206.05 3,619 745,695 5,072 May 11 04:04 PM Michaud Brian L. Executive VP May 08 '26 Sale 212.13 848 179,886 14,462 May 11 04:04 PM Michaud Brian L. Officer May 08 '26 Proposed Sale 212.13 848 179,886 May 08 09:54 AM D'Ambrosio Christopher Corp. VP Apr 14 '26 Sale 195.74 543 106,287 8,369 Apr 15 04:03 PM D'Ambrosio Christopher Officer Apr 14 '26 Proposed Sale 195.74 543 106,287 Apr 14 11:01 AM D'Ambrosio Christopher Corp. VP Mar 16 '26 Sale 208.45 543 113,188 8,912 Mar 17 04:21 PM D'Ambrosio Christopher Officer Mar 16 '26 Proposed Sale 208.45 543 113,188 Mar 16 10:30 AM D'Ambrosio Christopher Corp. VP Feb 17 '26 Sale 212.43 543 115,349 9,455 Feb 18 04:06 PM D'Ambrosio Christopher Officer Feb 17 '26 Proposed Sale 212.43 543 115,349 Feb 17 01:55 PM Michaud Brian L. Executive VP Feb 06 '26 Sale 234.18 1,000 234,180 15,310 Feb 09 04:02 PM Foskett David Corp. VP Feb 05 '26 Sale 237.00 266 63,042 10,954 Feb 09 04:02 PM Michaud Brian L. Officer Feb 06 '26 Proposed Sale 234.18 1,000 234,180 Feb 06 09:45 AM Foskett David Officer Feb 05 '26 Proposed Sale 237.00 266 63,042 Feb 05 10:26 AM D'Ambrosio Christopher Corp. VP Jan 13 '26 Sale 262.29 543 142,423 9,998 Jan 14 04:11 PM Kwon David Corp VP Jan 12 '26 Sale 264.80 806 213,429 11,187 Jan 14 04:11 PM D'Ambrosio Christopher Officer Jan 13 '26 Proposed Sale 262.29 543 142,423 Jan 13 09:42 AM Kwon David Officer Jan 12 '26 Proposed Sale 264.80 806 213,429 Jan 12 10:41 AM Kwon David Corp VP Jan 06 '26 Option Exercise 138.53 1,137 157,509 12,893 Jan 08 04:08 PM Kwon David Corp VP Jan 06 '26 Sale 260.00 900 234,000 11,993 Jan 08 04:08 PM Black Maria President & CEO Jan 05 '26 Sale 257.17 715 183,880 75,052 Jan 06 04:12 PM Kwon David Officer Jan 06 '26 Proposed Sale 260.00 900 234,000 Jan 06 02:18 PM Black Maria Officer Jan 05 '26 Proposed Sale 252.69 715 180,673 Jan 05 10:01 AM JONES JOHN P III Director Nov 19 '25 Proposed Sale 248.90 16,125 4,013,512 Nov 19 12:46 PM