Market Cap
$38.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 16, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Sep 2, 2026 | Argus Research | REITERATE | Buy | 54% |
| Aug 17, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Aug 12, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 11, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Aug 10, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Aug 10, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Aug 10, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 10, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 7, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 9 | 16 | 0 | 0 | 43% | |
| Aug 1, 2026 | 3 | 8 | 16 | 0 | 0 | 41% | |
| Jul 1, 2026 | 3 | 9 | 15 | 0 | 0 | 44% | |
| Jun 1, 2026 | 3 | 9 | 15 | 0 | 0 | 44% | |
| May 1, 2026 | 3 | 9 | 15 | 0 | 0 | 44% | |
| Apr 1, 2026 | 3 | 9 | 14 | 0 | 0 | 46% | |
| Mar 1, 2026 | 3 | 8 | 15 | 0 | 0 | 42% | |
| Feb 1, 2026 | 3 | 8 | 15 | 0 | 0 | 42% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.83 | $1.63–$1.98 | -17.0% | +1.3% | 7↑ 9↓ | $7.4B | 18 |
| Next Q | $2.12 | $1.99–$2.25 | 8.0% | +0.3% | 6↑ 9↓ | $7.6B | 17 |
| Current FY | $8.07 | $7.75–$8.35 | 13.8% | +0.3% | 16↑ 3↓ | $29.0B | 22 |
| Next FY | $8.81 | $8.20–$9.23 | 9.2% | +0.3% | 5↑ 12↓ | $31.3B | 22 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.825 | — |
| 7d ago | $1.802 | +0.023 |
| 30d ago | $1.802 | +0.023 |
| 60d ago | $1.825 | +0.000 |
| 90d ago | $1.835 | -0.010 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 48,935,933 | $3.6B | 12.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 34,635,606 | $2.6B | 8.9% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 30,331,704 | $2.3B | 7.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 27,167,947 | $2.0B | 7.0% | — |
| STATE STREET CORP | 25,115,416 | $1.9B | 6.5% | — |
| HARRIS ASSOCIATES L P | 20,357,272 | $1.5B | 5.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 14,683,763 | $1.1B | 3.8% | — |
| Invesco Ltd. | 13,725,750 | $1.0B | 3.5% | — |
| FRANKLIN RESOURCES INC | 12,052,910 | $898.3M | 3.1% | — |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11,841,030 | $882.5M | 3.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 6,681,259 | — | $498.0M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | TRIM | 8,576,661 | 6,232,910 | -27.3% | $464.5M |
| Capital Research Global Investors | TRIM | 7,293,854 | 4,526,513 | -37.9% | $337.4M |
| Man Group plc | DOUBLED | 1,765,174 | 3,612,368 | +104.6% | $269.2M |
| JPMORGAN CHASE & CO | ADD | 1,383,468 | 2,419,035 | +74.9% | $181.7M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | ADD | 1,487,194 | 2,346,332 | +57.8% | $174.9M |
| BARCLAYS PLC | ADD | 1,577,772 | 2,253,357 | +42.8% | $167.9M |
| DEUTSCHE BANK AG\ | ADD | 1,437,904 | 2,141,939 | +49.0% | $159.6M |
| Point72 Asset Management, L.P. | ADD | 1,446,071 | 1,972,174 | +36.4% | $147.0M |
| PRUDENTIAL FINANCIAL INC | ADD | 1,131,373 | 1,938,491 | +71.3% | $144.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | Twiningdavis Melissa | EVP, Chief Ops & Admin Officer | TAX W/H | 2,191 | $75.43 | $165.3K |
| Oct 1, 2026 | WITTMAN VANESSA AMES | Director | AWARD | 76 | — | — |
| Oct 1, 2026 | Perez Juan R. | Director | AWARD | 34 | — | — |
| Oct 1, 2026 | Stoddard Thomas D | Director | AWARD | 15 | — | — |
| Oct 1, 2026 | MURPHY DIANA M | Director | AWARD | 76 | — | — |
| Oct 1, 2026 | Cole James Jr. | Director | AWARD | 126 | — | — |
| Oct 1, 2026 | RICE JOHN G | Director | AWARD | 127 | — | — |
| Oct 1, 2026 | Porrino Peter R | Director | AWARD | 338 | — | — |
| Oct 1, 2026 | Leimkuhler Courtney | Director | AWARD | 39 | — | — |
| Oct 1, 2026 | Inglis John C | Director | AWARD | 50 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 2, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | American International Group Inc | Jul 8, 2026(37d) |