Market Cap
$38.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Wells Fargo | INITIATE | Overweight | 54% |
| Sep 24, 2026 | Piper Sandler | INITIATE | Overweight | 54% |
| Aug 27, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 3, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 3, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 3, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 3, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 3, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Jul 17, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jul 13, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 12 | 7 | 0 | 0 | 72% | |
| Aug 1, 2026 | 6 | 12 | 7 | 0 | 0 | 72% | |
| Jul 1, 2026 | 6 | 11 | 6 | 0 | 0 | 74% | |
| Jun 1, 2026 | 6 | 11 | 6 | 0 | 0 | 74% | |
| May 1, 2026 | 6 | 11 | 6 | 0 | 0 | 74% | |
| Apr 1, 2026 | 6 | 11 | 6 | 0 | 0 | 74% | |
| Mar 1, 2026 | 6 | 11 | 6 | 0 | 0 | 74% | |
| Feb 1, 2026 | 5 | 10 | 8 | 0 | 0 | 65% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.30 | $1.21–$1.37 | 9.0% | -0.5% | 0↑ 8↓ | $1.3B | 14 |
| Next Q | $1.99 | $1.91–$2.14 | 37.3% | -0.5% | 5↑ 3↓ | $1.4B | 13 |
| Current FY | $5.84 | $5.73–$5.96 | 22.6% | -0.3% | 2↑ 8↓ | $4.9B | 17 |
| Next FY | $7.19 | $6.90–$7.54 | 23.2% | -0.1% | 3↑ 7↓ | $5.8B | 17 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.297 | — |
| 7d ago | $1.296 | +0.001 |
| 30d ago | $1.303 | -0.006 |
| 60d ago | $1.361 | -0.063 |
| 90d ago | $1.477 | -0.180 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 16,882,527 | $1.9B | 10.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 13,750,238 | $1.5B | 8.3% | — |
| BANK OF AMERICA CORP /DE/ | 11,855,596 | $1.3B | 7.2% | DOUBLED +182.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10,924,590 | $1.2B | 6.6% | — |
| Capital World Investors | 10,644,025 | $1.2B | 6.5% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 9,526,077 | $1.1B | 5.8% | — |
| STATE STREET CORP | 8,978,721 | $999.4M | 5.5% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6,748,327 | $751.2M | 4.1% | — |
| CANADA PENSION PLAN INVESTMENT BOARD | 6,649,728 | $740.2M | 4.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 5,843,445 | $647.9M | 3.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | DOUBLED | 4,196,847 | 11,855,596 | +182.5% | $1.3B |
| MORGAN STANLEY | ADD | 2,823,629 | 3,881,619 | +37.5% | $432.1M |
| UBS Group AG | ADD | 1,417,076 | 2,636,093 | +86.0% | $293.4M |
| NORGES BANK | NEW | — | 2,444,674 | — | $272.1M |
| FMR LLC | ADD | 1,368,540 | 2,357,236 | +72.2% | $262.4M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 3,846,219 | 2,166,904 | -43.7% | $241.5M |
| Boston Partners | ADD | 1,027,190 | 1,356,720 | +32.1% | $151.1M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | TRIM | 1,572,787 | 952,032 | -39.5% | $106.0M |
| AMERICAN CENTURY COMPANIES INC | ADD | 545,981 | 906,036 | +65.9% | $100.9M |
| Nuveen, LLC | NEAR_EXIT | 2,421,045 | 548,225 | -77.4% | $61.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 20, 2026 | Jacobson Blair | Co-President | GIFT | 8,000 | — | — |
| Jul 30, 2026 | BUSH ANTOINETTE COOK | Director | AWARD | 1,728 | — | — |
| Jul 30, 2026 | BHUTANI ASHISH | Director | AWARD | 1,728 | — | — |
| Jul 30, 2026 | Lynton Michael | Director | AWARD | 1,728 | — | — |
| Jul 30, 2026 | Olian Judy D. | Director | AWARD | 1,728 | — | — |
| Jul 30, 2026 | Joubert Paul G. | Director | AWARD | 1,728 | — | — |
| Jul 30, 2026 | Naughton Eileen | Director | AWARD | 1,728 | — | — |
| Jul 1, 2026 | Phillips Jarrod | Chief Financial Officer | TAX W/H | 2,583 | $113.63 | $293.5K |
| Jun 30, 2026 | Arougheti Michael J | Co-Founder and CEO | TAX W/H | 82,957 | $111.31 | $9.2M |
| Jun 30, 2026 | deVeer R. Kipp | Co-President | TAX W/H | 82,957 | $111.31 | $9.2M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Ares Management Corp | Aug 12, 2026(37d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Ares Management Corp | May 13, 2026(31d) |
| Mar 13, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | Ares Management Corp | Apr 14, 2026(33d) |