Market Cap
$56.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 19, 2026 | Wolfe Research | INITIATE | Underperform | 52% |
| Aug 19, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 11, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Aug 11, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | 58% |
| Aug 10, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Aug 10, 2026 | Mizuho | MAINTAIN | Underperform | 52% |
| Aug 7, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Jul 22, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Jul 21, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 13, 2026 | Evercore ISI Group | MAINTAIN | Underperform | 59% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 2 | 12 | 7 | 2 | 13% | |
| Aug 1, 2026 | 1 | 2 | 12 | 7 | 1 | 13% | |
| Jul 1, 2026 | 1 | 2 | 12 | 7 | 1 | 13% | |
| Jun 1, 2026 | 1 | 2 | 12 | 7 | 1 | 13% | |
| May 1, 2026 | 1 | 2 | 12 | 7 | 1 | 13% | |
| Apr 1, 2026 | 1 | 2 | 11 | 7 | 1 | 14% | |
| Mar 1, 2026 | 1 | 2 | 10 | 7 | 1 | 14% | |
| Feb 1, 2026 | 1 | 2 | 10 | 7 | 1 | 14% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.79 | $1.74–$1.93 | -28.1% | +0.1% | 4↑ 4↓ | $4.2B | 13 |
| Next Q | $1.71 | $1.61–$1.82 | 9.0% | +0.1% | 3↑ 4↓ | $4.2B | 13 |
| Current FY | $7.01 | $6.90–$7.25 | -6.3% | -0.0% | 3↑ 5↓ | $16.9B | 16 |
| Next FY | $7.55 | $7.18–$8.50 | 7.7% | +0.1% | 4↑ 5↓ | $17.1B | 15 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.790 | — |
| 7d ago | $1.788 | +0.001 |
| 30d ago | $1.788 | +0.001 |
| 60d ago | $1.778 | +0.011 |
| 90d ago | $1.793 | -0.003 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 34,915,032 | $4.1B | 15.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 29,902,916 | $3.5B | 13.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 24,356,406 | $2.9B | 10.9% | ADD +33.5% |
| STATE STREET CORP | 23,513,644 | $2.8B | 10.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 10,600,232 | $1.2B | 4.7% | — |
| WELLS FARGO & COMPANY/MN | 8,636,237 | $1.0B | 3.9% | — |
| MORGAN STANLEY | 8,040,706 | $942.8M | 3.6% | — |
| NORTHERN TRUST CORP | 6,282,869 | $736.7M | 2.8% | — |
| GOLDMAN SACHS GROUP INC | 5,324,201 | $624.3M | 2.4% | ADD +28.9% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5,201,217 | $609.8M | 2.3% | ADD +27.8% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 18,242,564 | 24,356,406 | +33.5% | $2.9B |
| GOLDMAN SACHS GROUP INC | ADD | 4,131,438 | 5,324,201 | +28.9% | $624.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | ADD | 4,069,126 | 5,201,217 | +27.8% | $609.8M |
| NORGES BANK | NEW | — | 2,758,685 | — | $323.5M |
| Qube Research & Technologies Ltd | ADD | 1,009,765 | 1,709,128 | +69.3% | $200.4M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | ADD | 1,140,542 | 1,560,626 | +36.8% | $183.0M |
| UBS Group AG | TRIM | 2,698,310 | 1,528,766 | -43.3% | $179.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 846,186 | 1,256,015 | +48.4% | $147.3M |
| BARCLAYS PLC | TRIM | 1,289,092 | 896,336 | -30.5% | $105.1M |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 83,439 | 830,285 | +895.1% | $97.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 29, 2026 | Japan Post Holdings Co., Ltd. | 10%+ Owner | SELL | 5,722 | $113.64 | $650.2K |
| Sep 29, 2026 | Japan Post Holdings Co., Ltd. | 10%+ Owner | SELL | 6,378 | $113.10 | $721.4K |
| Sep 28, 2026 | Japan Post Holdings Co., Ltd. | 10%+ Owner | SELL | 11,840 | $113.62 | $1.3M |
| Sep 28, 2026 | Japan Post Holdings Co., Ltd. | 10%+ Owner | SELL | 160 | $114.25 | $18.3K |
| Sep 25, 2026 | Japan Post Holdings Co., Ltd. | 10%+ Owner | SELL | 11,740 | $113.54 | $1.3M |
| Sep 25, 2026 | Japan Post Holdings Co., Ltd. | 10%+ Owner | SELL | 360 | $114.19 | $41.1K |
| Sep 24, 2026 | Japan Post Holdings Co., Ltd. | 10%+ Owner | SELL | 7,207 | $114.21 | $823.1K |
| Sep 24, 2026 | Japan Post Holdings Co., Ltd. | 10%+ Owner | SELL | 4,893 | $115.28 | $564.1K |
| Sep 23, 2026 | Japan Post Holdings Co., Ltd. | 10%+ Owner | SELL | 3,542 | $114.93 | $407.1K |
| Sep 23, 2026 | Japan Post Holdings Co., Ltd. | 10%+ Owner | SELL | 9,958 | $115.30 | $1.1M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026 | Ro Khanna | D | HOUSE | SELL | $1,001 - $15,000 | AFLAC Inc | Sep 7, 2026(29d) |