Market Cap
$68.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Wells Fargo | INITIATE | Equal-Weight | 54% |
| Sep 2, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 5, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 5, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 5, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 21, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 20, 2026 | HSBC | INITIATE | Buy | 55% |
| Jul 13, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 13, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Jul 13, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 14 | 7 | 0 | 0 | 73% | |
| Aug 1, 2026 | 5 | 14 | 7 | 0 | 0 | 73% | |
| Jul 1, 2026 | 5 | 12 | 6 | 0 | 0 | 74% | |
| Jun 1, 2026 | 5 | 12 | 6 | 0 | 0 | 74% | |
| May 1, 2026 | 5 | 13 | 5 | 0 | 0 | 78% | |
| Apr 1, 2026 | 5 | 13 | 5 | 0 | 0 | 78% | |
| Mar 1, 2026 | 5 | 13 | 5 | 0 | 0 | 78% | |
| Feb 1, 2026 | 5 | 13 | 5 | 0 | 0 | 78% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.26 | $2.12–$2.36 | 3.9% | -0.3% | 4↑ 9↓ | $1.4B | 17 |
| Next Q | $2.44 | $2.28–$2.65 | -1.2% | -0.3% | 5↑ 7↓ | $1.4B | 16 |
| Current FY | $8.74 | $8.44–$8.98 | 4.3% | -0.3% | 2↑ 15↓ | $5.4B | 22 |
| Next FY | $10.70 | $10.06–$11.23 | 22.4% | -0.3% | 13↑ 4↓ | $6.3B | 22 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.255 | — |
| 7d ago | $2.261 | -0.006 |
| 30d ago | $2.261 | -0.006 |
| 60d ago | $2.291 | -0.036 |
| 90d ago | $2.324 | -0.069 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 33,224,455 | $3.9B | 10.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 28,196,855 | $3.3B | 8.8% | — |
| FMR LLC | 24,220,604 | $2.9B | 7.6% | — |
| Capital Research Global Investors | 23,972,610 | $2.8B | 7.5% | — |
| STATE STREET CORP | 19,878,764 | $2.4B | 6.2% | — |
| Capital World Investors | 18,279,251 | $2.2B | 5.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14,538,875 | $1.7B | 4.6% | — |
| FRANKLIN RESOURCES INC | 10,456,470 | $1.2B | 3.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 10,396,296 | $1.2B | 3.2% | — |
| MORGAN STANLEY | 8,937,664 | $1.1B | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 7,323,927 | — | $866.5M |
| BANK OF AMERICA CORP /DE/ | ADD | 3,957,303 | 6,911,799 | +74.7% | $817.7M |
| JPMORGAN CHASE & CO | TRIM | 8,777,297 | 4,502,365 | -48.7% | $517.0M |
| Capital International Investors | TRIM | 9,916,499 | 3,377,554 | -65.9% | $399.6M |
| ROYAL BANK OF CANADA | DOUBLED | 1,038,731 | 3,134,284 | +201.7% | $370.8M |
| BARCLAYS PLC | ADD | 1,439,313 | 2,398,001 | +66.6% | $283.7M |
| Focus Partners Wealth | TRIM | 3,254,362 | 1,645,757 | -49.4% | $194.7M |
| MARSHALL WACE, LLP | DOUBLED | 220,883 | 1,236,909 | +460.0% | $146.3M |
| Select Equity Group, L.P. | ADD | 913,985 | 1,154,448 | +26.3% | $136.6M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 6,730 | 1,153,820 | +17044.4% | $136.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | Belardi James Richard | See Remarks | GIFT | 38,605 | — | — |
| Aug 14, 2026 | Kelly Martin | Chief Financial Officer | SELL | 3,000 | $140.85 | $422.5K |
| Aug 14, 2026 | Kelly Martin | Chief Financial Officer | GIFT | 1,534 | — | — |
| Aug 7, 2026 | BLACK LEON D | J | 1 | — | — | |
| Jul 29, 2026 | LDB 2014 LLC | J | 3,000,000 | — | — | |
| Jul 1, 2026 | Healey Kerry Murphy | Director | AWARD | 1,589 | — | — |
| Jul 1, 2026 | Toomey Patrick | Director | AWARD | 1,589 | — | — |
| Jul 1, 2026 | O'Neill Mitra | Director | AWARD | 1,589 | — | — |
| Jul 1, 2026 | Leach Brian | Director | AWARD | 1,589 | — | — |
| Jul 1, 2026 | COHN GARY D | Director | AWARD | 1,986 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Apollo Global Management Inc | Sep 7, 2026(29d) |
| Jul 7, 2026 | Ro Khanna | D | HOUSE | SELL | $1,001 - $15,000 | Apollo Global Management Inc | Aug 12, 2026(37d) |
| Apr 14, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Apollo Global Management Inc | May 11, 2026(28d) |
| Mar 13, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Apollo Global Management Inc | Apr 8, 2026(27d) |