The company announced a $6 billion share repurchase authorization and declared a regular quarterly dividend of $1.70 per share. Analysts are updating their narrative around the stock with a fresh price target change, indicating evolving expectations. Recent employment data from the company's report showed U.S. private employers added an average of 11,750 jobs per week for the four weeks ending December 20, 2025. A bullish investment thesis on the company was recently published.