Market Cap
$5.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 28, 2026 | UBS | DOWNGRADE | Neutral | 55% |
| Jul 27, 2026 | Citigroup | DOWNGRADE | Neutral | 55% |
| Jul 24, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 24, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Jul 24, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 24, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Jul 24, 2026 | Telsey Advisory Group | DOWNGRADE | Market Perform | 51% |
| Jul 24, 2026 | BMO Capital | DOWNGRADE | Market Perform | 53% |
| Jul 23, 2026 | Wells Fargo | DOWNGRADE | Equal-Weight | 54% |
| Jul 7, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 9 | 13 | 2 | 0 | 42% | |
| Aug 1, 2026 | 2 | 10 | 12 | 2 | 0 | 46% | |
| Jul 1, 2026 | 3 | 14 | 7 | 2 | 0 | 65% | |
| Jun 1, 2026 | 3 | 14 | 7 | 2 | 0 | 65% | |
| May 1, 2026 | 3 | 14 | 7 | 2 | 0 | 65% | |
| Apr 1, 2026 | 3 | 14 | 7 | 2 | 0 | 65% | |
| Mar 1, 2026 | 3 | 14 | 7 | 2 | 0 | 65% | |
| Feb 1, 2026 | 3 | 14 | 7 | 2 | 0 | 65% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.33 | $0.29–$0.36 | -25.6% | +0.0% | 0↑ 15↓ | $18.9B | 18 |
| Next Q | $0.66 | $0.58–$0.76 | -8.9% | +0.0% | 0↑ 15↓ | $19.1B | 18 |
| Current FY | $1.79 | $1.65–$1.91 | -17.8% | +0.0% | 0↑ 18↓ | $81.9B | 19 |
| Next FY | $1.85 | $1.60–$2.15 | 3.2% | +0.0% | 0↑ 15↓ | $82.5B | 17 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.327 | — |
| 7d ago | $0.327 | — |
| 30d ago | $0.327 | — |
| 60d ago | $0.327 | +0.000 |
| 90d ago | $0.459 | -0.132 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 43,050,858 | $582.5M | 17.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 18,483,179 | $250.1M | 7.4% | — |
| NORGES BANK | 17,091,758 | $231.3M | 6.9% | NEW |
| DIMENSIONAL FUND ADVISORS LP | 16,125,936 | $218.2M | 6.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 15,724,395 | $212.8M | 6.3% | — |
| JPMORGAN CHASE & CO | 13,379,150 | $180.4M | 5.4% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 12,539,191 | $171.4M | 5.1% | — |
| STATE STREET CORP | 11,867,902 | $160.6M | 4.8% | — |
| MORGAN STANLEY | 7,968,279 | $107.8M | 3.2% | — |
| FMR LLC | 7,883,146 | $106.7M | 3.2% | TRIM -52.7% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 17,091,758 | — | $231.3M |
| FMR LLC | TRIM | 16,656,538 | 7,883,146 | -52.7% | $106.7M |
| CITADEL ADVISORS LLC | TRIM | 12,053,346 | 6,554,442 | -45.6% | $88.7M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 361,286 | 6,350,699 | +1657.8% | $85.9M |
| Bank of New York Mellon Corp | TRIM | 5,278,839 | 3,823,658 | -27.6% | $51.7M |
| GOLDMAN SACHS GROUP INC | ADD | 1,972,924 | 2,674,577 | +35.6% | $36.2M |
| Squarepoint Ops LLC | ADD | 1,409,419 | 2,209,622 | +56.8% | $29.9M |
| Trexquant Investment LP | NEW | — | 2,046,163 | — | $27.7M |
| FIRST TRUST ADVISORS LP | DOUBLED | 662,807 | 1,700,749 | +156.6% | $23.0M |
| JUPITER ASSET MANAGEMENT LTD | DOUBLED | 67,765 | 1,674,090 | +2370.4% | $22.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | Moriarty Thomas M | EVP, M&A and Corporate Affairs | AWARD | 164,745 | — | — |
| Sep 8, 2026 | WHITMAN MARGARET C | Executive Chair | AWARD | 733,114 | — | — |
| Sep 1, 2026 | Larson Robert Bruce | SVP & Chief Accounting Officer | AWARD | 40,128 | — | — |
| Aug 7, 2026 | Moriarty Thomas M | EVP, M&A and Corporate Affairs | AWARD | 422 | — | — |
| Aug 7, 2026 | Zinsner David | Director | EXERCISE | 154 | — | — |
| Aug 7, 2026 | Fennebresque Kim S | Director | AWARD | 315 | — | — |
| Aug 7, 2026 | Withers Michael | EVP Retail Operations West | AWARD | 121 | — | — |
| Aug 7, 2026 | Wille Scott | Director | AWARD | 154 | — | — |
| Aug 7, 2026 | Withers Michael | EVP Retail Operations West | AWARD | 85 | — | — |
| Aug 7, 2026 | Moriarty Thomas M | EVP, M&A and Corporate Affairs | AWARD | 406 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 23, 2026 | Ro Khanna | D | HOUSE | SELL | $1,001 - $15,000 | Albertsons Cos Inc | Aug 12, 2026(21d) |
| Apr 27, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Albertsons Cos Inc | May 13, 2026(17d) |