Market Cap
$37.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 17, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 30, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 30, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 30, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Jul 28, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jun 30, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| May 5, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Apr 24, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Apr 24, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 12 | 2 | 0 | 0 | 90% | |
| Aug 1, 2026 | 6 | 12 | 2 | 0 | 0 | 90% | |
| Jul 1, 2026 | 6 | 12 | 2 | 0 | 0 | 90% | |
| Jun 1, 2026 | 6 | 12 | 2 | 0 | 0 | 90% | |
| May 1, 2026 | 6 | 12 | 2 | 0 | 0 | 90% | |
| Apr 1, 2026 | 6 | 11 | 3 | 0 | 0 | 85% | |
| Mar 1, 2026 | 6 | 11 | 3 | 0 | 0 | 85% | |
| Feb 1, 2026 | 6 | 10 | 4 | 0 | 0 | 80% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.96 | $1.82–$2.08 | 21.4% | +0.0% | 8↑ 3↓ | $11.9B | 11 |
| Next Q | $2.71 | $2.60–$2.79 | -0.7% | +0.0% | 2↑ 9↓ | $13.4B | 11 |
| Current FY | $7.81 | $7.57–$7.88 | 22.5% | +0.0% | 10↑ 1↓ | $47.1B | 13 |
| Next FY | $9.07 | $8.76–$9.33 | 16.1% | -0.2% | 9↑ 2↓ | $52.3B | 12 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.955 | — |
| 7d ago | $1.954 | +0.001 |
| 30d ago | $1.954 | +0.001 |
| 60d ago | $1.898 | +0.057 |
| 90d ago | $1.848 | +0.107 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 27,714,625 | $3.7B | 12.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 25,843,839 | $3.5B | 12.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 19,136,858 | $2.6B | 8.9% | — |
| STATE STREET CORP | 14,315,011 | $1.9B | 6.6% | — |
| PRINCIPAL FINANCIAL GROUP INC | 10,244,499 | $1.4B | 4.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 8,527,543 | $1.1B | 3.9% | — |
| HARRIS ASSOCIATES L P | 6,013,890 | $810.0M | 2.8% | — |
| MORGAN STANLEY | 5,799,978 | $781.2M | 2.7% | — |
| FMR LLC | 5,601,115 | $754.4M | 2.6% | — |
| JPMORGAN CHASE & CO | 5,056,217 | $688.1M | 2.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 4,787,848 | — | $644.9M |
| Allspring Global Investments Holdings, LLC | ADD | 1,647,453 | 2,559,349 | +55.4% | $354.0M |
| CITADEL ADVISORS LLC | DOUBLED | 890,157 | 2,552,772 | +186.8% | $343.8M |
| JANE STREET GROUP, LLC | DOUBLED | 537,926 | 2,148,851 | +299.5% | $289.4M |
| D. E. Shaw & Co., Inc. | DOUBLED | 424,129 | 2,064,267 | +386.7% | $278.0M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 910,839 | 1,186,334 | +30.2% | $159.8M |
| MARSHALL WACE, LLP | DOUBLED | 130,945 | 1,167,225 | +791.4% | $157.2M |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 649,778 | 913,436 | +40.6% | $123.0M |
| NORDEA INVESTMENT MANAGEMENT AB | ADD | 521,323 | 710,650 | +36.3% | $95.8M |
| Man Group plc | ADD | 514,677 | 691,132 | +34.3% | $93.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 13, 2026 | Doellinger Chad J | Chief Legal & Admin. Officer | SELL | 228 | $148.29 | $33.8K |
| Aug 13, 2026 | Giamartino Emma E. | CFO & Chief Investment Officer | SELL | 2,250 | $148.29 | $333.7K |
| Jul 29, 2026 | Kohli Vikramaditya | COO & CEO, Advisory Services | SELL | 2,666 | $150.00 | $399.9K |
| May 27, 2026 | Cobert Beth F. | Director | GIFT | 2,068 | — | — |
| May 26, 2026 | Sanjiv Yajnik | Director | GIFT | 2,068 | — | — |
| May 26, 2026 | GILYARD REGINALD HAROLD | Director | GIFT | 2,068 | — | — |
| May 26, 2026 | Goodman Shira | Director | GIFT | 2,068 | — | — |
| May 21, 2026 | Metcalfe Guy A | Director | AWARD | 1,907 | — | — |
| May 21, 2026 | Cobert Beth F. | Director | AWARD | 1,907 | — | — |
| May 21, 2026 | Sanjiv Yajnik | Director | AWARD | 1,907 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | CBRE Group Inc | Aug 12, 2026(37d) |