Stock-Based Compensation (Tables)

6 Months Ended

Jun. 30, 2026

Share-Based Payment Arrangement, Expensed and Capitalized, Amount

The non-cash compensation expenses recognized in our consolidated statements of income for stock options, restricted stock units, or RSUs, and under our employee stock purchase plan were as follows (in millions):


	Six Months Ended June 30,				Three Months Ended June 30,
	2026		2025		2026		2025
Classified as compensation and benefits expenses:
Stock options and RSUs	$	125	$	111	$	65	$	57
ESPP	8		8		4		4
Capitalized as software development costs	(15)		(13)		(8)		(7)
Total	$	118	$	106	$	61	$	54
Classified as acquisition-related transaction and integration costs	27		9		6		4
Total non-cash compensation expense	$	145	$	115	$	67	$	58

Share-Based Payment Arrangement, Restricted Stock Unit, Activity

During the six months ended June 30, 2026, we granted the following:


Award Type	Number of units (in thousands)	Weighted average grant date fair value
Service condition RSUs	985	$	164.25
One-year EBITDA PSUs	277	$	164.81
Year-three EBITDA PSUs	120	$	164.81
TSR-based PSUs	93	$	228.86
Total	1,475	$	168.48