Analysts 12 incl. previous ratings
Rating Distribution 8 Buy · 4 Hold · 0 Sell
Date Action Analyst Rating Change Price Target Change Implied Upside Oct 22, 2026 Initiated W Wolfe Research
Outperform $181 +20.3% Sep 09, 2026 Initiated B BMO Capital Markets
Outperform $170 +13.0% Aug 31, 2026 Upgrade A Argus
Hold → Buy $162 +7.6% Aug 27, 2026 Reiterated T Telsey Advisory Group
Outperform $118 → $165 +9.6% Aug 27, 2026 Downgrade C Citigroup
Buy → Neutral $156 +3.7% Aug 26, 2026 Reiterated B BTIG Research
Buy $120 → $175 +16.3% Aug 18, 2026 Downgrade R Raymond James
Outperform → Mkt Perform Aug 11, 2026 Upgrade B Barclays
Underweight → Equal Weight $114 -24.2% May 28, 2026 Reiterated T Telsey Advisory Group
Outperform $125 → $115 -23.6% May 06, 2026 Downgrade B Barclays
Equal Weight → Underweight $76 -49.5% Mar 26, 2026 Initiated N Needham
Buy $108 -28.2% Jan 21, 2026 Upgrade C Citigroup
Neutral → Buy $135 -10.3% Dec 11, 2025 Initiated G Goldman
Buy $120 -20.3% Oct 06, 2025 Downgrade J JP Morgan
Overweight → Neutral $103 -31.6% Sep 18, 2025 Initiated B BTIG Research
Buy $120 -20.3% Aug 20, 2025 Downgrade C Citigroup
Buy → Neutral $105 -30.2% Apr 21, 2025 Initiated B Barclays
Equal Weight $71 -52.8% Mar 06, 2025 Reiterated T Telsey Advisory Group
Outperform $190 → $125 -16.9% Jan 10, 2025 Upgrade U UBS
Neutral → Buy $173 → $220 +46.2% Dec 20, 2024 Reiterated J JP Morgan
Overweight $201 → $204 +35.6%
Show Previous Ratings
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Lipesky Scott D. EVP and COO Sep 04 '26 Sale 146.82 2,000 293,640 145,534 Sep 09 04:21 PM Lipesky Scott D. Officer Sep 04 '26 Proposed Sale 146.82 2,000 293,634 Sep 04 01:48 PM Rust Jay EVP, Chief HR Officer Aug 28 '26 Sale 147.50 5,000 737,500 15,651 Sep 01 05:14 PM Robinson Kenneth B. Director Aug 28 '26 Sale 149.69 800 119,752 7,169 Sep 01 05:14 PM Lipesky Scott D. EVP and COO Aug 28 '26 Sale 149.00 5,000 745,000 147,534 Sep 01 05:14 PM HENCHEL GREGORY J EVP, Chief Legal Off & Secy Aug 28 '26 Sale 146.65 30,000 4,399,500 33,681 Sep 01 05:14 PM Vaid Helen Former Director Aug 28 '26 Proposed Sale 147.81 1,292 190,971 Aug 28 04:36 PM Robinson Kenneth B. Director Aug 28 '26 Proposed Sale 149.69 800 119,752 Aug 28 01:36 PM Rust Jay Officer Aug 28 '26 Proposed Sale 147.50 5,000 737,524 Aug 28 01:08 PM Lipesky Scott D. Officer Aug 28 '26 Proposed Sale 149.00 5,000 745,000 Aug 28 01:07 PM HENCHEL GREGORY J Officer Aug 28 '26 Proposed Sale 146.65 30,000 4,399,500 Aug 28 10:01 AM Lipesky Scott D. EVP and COO Aug 10 '26 Sale 115.00 10,000 1,150,000 152,534 Aug 11 04:51 PM Lipesky Scott D. Officer Aug 10 '26 Proposed Sale 115.00 10,000 1,150,000 Aug 10 03:20 PM Lipesky Scott D. EVP and COO Aug 04 '26 Sale 110.00 10,000 1,100,000 162,534 Aug 06 04:46 PM Lipesky Scott D. Officer Aug 04 '26 Proposed Sale 110.00 10,000 1,100,000 Aug 04 02:16 PM Lipesky Scott D. EVP and COO Jul 28 '26 Sale 105.00 10,000 1,050,000 172,534 Jul 29 04:35 PM Lipesky Scott D. Officer Jul 28 '26 Proposed Sale 105.00 10,000 1,050,000 Jul 28 03:33 PM Lipesky Scott D. EVP and COO Jul 16 '26 Sale 100.00 10,000 1,000,000 182,534 Jul 20 04:40 PM Lipesky Scott D. Officer Jul 16 '26 Proposed Sale 100.00 10,000 1,000,000 Jul 16 02:00 PM TRAVIS NIGEL Director Jun 03 '26 Option Exercise 0.00 3,355 0 24,455 Jun 05 05:09 PM Robinson Kenneth B. Director Jun 03 '26 Option Exercise 0.00 2,089 0 7,969 Jun 05 05:09 PM Nunez Arturo Director Jun 03 '26 Option Exercise 0.00 2,089 0 2,869 Jun 05 05:09 PM McCluskey Helen Director Jun 03 '26 Option Exercise 0.00 2,089 0 36,839 Jun 05 05:09 PM GOLDMAN JAMES A Director Jun 03 '26 Option Exercise 0.00 2,089 0 9,654 Jun 05 05:09 PM Vaid Helen Director Jun 03 '26 Option Exercise 0.00 2,089 0 7,161 Jun 05 05:09 PM ANDERSON KERRII B Director Jun 03 '26 Option Exercise 0.00 1,567 0 38,725 Jun 05 05:09 PM Vaid Helen Director Jun 05 '26 Proposed Sale 76.84 3,000 230,521 Jun 05 02:06 PM Rust Jay EVP Human Resources Mar 23 '26 Option Exercise 0.00 1,949 0 11,754 Mar 25 04:22 PM Frericks Joseph GVP, Corporate Controller Mar 23 '26 Option Exercise 0.00 780 0 9,582 Mar 25 04:22 PM Ball Robert J. EVP, CFO Mar 23 '26 Option Exercise 0.00 780 0 11,444 Mar 25 04:22 PM Rust Jay EVP Human Resources Mar 12 '26 Option Exercise 0.00 1,037 0 10,268 Mar 16 04:49 PM Lipesky Scott D. EVP and COO Mar 12 '26 Option Exercise 0.00 3,456 0 154,046 Mar 16 04:49 PM Horowitz Fran Chief Executive Officer Mar 12 '26 Option Exercise 0.00 13,202 0 361,001 Mar 16 04:49 PM HENCHEL GREGORY J EVP, Gen Cnsl & Secy Mar 12 '26 Option Exercise 0.00 1,244 0 50,481 Mar 16 04:49 PM Frericks Joseph GVP, Corporate Controller Mar 12 '26 Option Exercise 0.00 291 0 8,887 Mar 16 04:49 PM Desai Samir EVP;Chief Digital&Tech Officer Mar 12 '26 Option Exercise 0.00 2,419 0 65,130 Mar 16 04:49 PM Ball Robert J. EVP, CFO Mar 12 '26 Option Exercise 0.00 519 0 10,815 Mar 16 04:49 PM Desai Samir EVP;Chief Digital&Tech Officer Mar 11 '26 Option Exercise 0.00 3,918 0 64,647 Mar 16 04:46 PM Desai Samir EVP;Chief Digital&Tech Officer Mar 09 '26 Option Exercise 0.00 11,754 0 66,558 Mar 16 04:43 PM Rust Jay EVP Human Resources Mar 11 '26 Option Exercise 0.00 1,800 0 10,034 Mar 13 05:06 PM Lipesky Scott D. EVP and COO Mar 11 '26 Option Exercise 0.00 5,718 0 153,066 Mar 13 05:06 PM HENCHEL GREGORY J EVP, Gen Cnsl & Secy Mar 11 '26 Option Exercise 0.00 2,012 0 50,125 Mar 13 05:05 PM Frericks Joseph GVP, Corporate Controller Mar 11 '26 Option Exercise 0.00 715 0 8,803 Mar 13 05:05 PM Horowitz Fran Chief Executive Officer Mar 11 '26 Option Exercise 0.00 21,815 0 357,420 Mar 13 05:05 PM Ball Robert J. EVP, CFO Mar 11 '26 Option Exercise 0.00 1,588 0 10,758 Mar 13 05:05 PM Rust Jay EVP Human Resources Mar 09 '26 Option Exercise 0.00 2,939 0 9,587 Mar 11 05:09 PM Lipesky Scott D. EVP and COO Mar 09 '26 Option Exercise 0.00 11,754 0 152,451 Mar 11 05:09 PM Horowitz Fran Chief Executive Officer Mar 09 '26 Option Exercise 0.00 48,484 0 356,987 Mar 11 05:09 PM HENCHEL GREGORY J EVP, Gen Cnsl & Secy Mar 09 '26 Option Exercise 0.00 4,114 0 49,961 Mar 11 05:09 PM Frericks Joseph GVP, Corporate Controller Mar 09 '26 Option Exercise 0.00 1,234 0 8,512 Mar 11 05:08 PM Ball Robert J. EVP, CFO Mar 09 '26 Option Exercise 0.00 1,234 0 9,568 Mar 11 05:08 PM Horowitz Fran Chief Executive Officer Feb 06 '26 Sale 100.00 29,769 2,976,900 308,503 Feb 09 05:24 PM Horowitz Fran Chief Executive Officer Feb 04 '26 Sale 103.66 50,000 5,182,968 355,303 Feb 06 04:55 PM Horowitz Fran Chief Executive Officer Feb 05 '26 Sale 102.00 17,031 1,737,200 338,272 Feb 06 04:55 PM Horowitz Fran Officer Feb 06 '26 Proposed Sale 100.00 29,769 2,976,900 Feb 06 11:14 AM Horowitz Fran Officer Feb 05 '26 Proposed Sale 102.00 17,031 1,737,172 Feb 05 04:24 PM Horowitz Fran Chief Executive Officer Feb 03 '26 Sale 101.34 50,000 5,066,958 405,303 Feb 04 04:52 PM Horowitz Fran Chief Executive Officer Feb 02 '26 Sale 101.12 50,000 5,055,808 455,303 Feb 04 04:52 PM Horowitz Fran Officer Feb 04 '26 Proposed Sale 103.66 50,000 5,183,071 Feb 04 04:12 PM Horowitz Fran Officer Feb 03 '26 Proposed Sale 101.34 50,000 5,066,834 Feb 03 04:45 PM Horowitz Fran Officer Feb 02 '26 Proposed Sale 101.12 50,000 5,055,764 Feb 02 04:56 PM Horowitz Fran Chief Executive Officer Jan 22 '26 Sale 98.53 103,200 10,168,763 605,303 Jan 26 05:02 PM Horowitz Fran Chief Executive Officer Jan 23 '26 Sale 95.40 100,000 9,539,584 505,303 Jan 26 05:02 PM Horowitz Fran Officer Jan 23 '26 Proposed Sale 95.40 100,000 9,540,234 Jan 23 04:13 PM Horowitz Fran Officer Jan 22 '26 Proposed Sale 98.54 103,200 10,169,041 Jan 22 04:53 PM