Market Cap
$12.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 14, 2026 | Wolfe Research | DOWNGRADE | Underperform | 52% |
| Jul 29, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 28, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 27, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 27, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 27, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 27, 2026 | Wells Fargo | MAINTAIN | Underweight | 54% |
| Jul 27, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Jul 20, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 4 | 15 | 6 | 3 | 20% | |
| Aug 1, 2026 | 2 | 4 | 15 | 6 | 3 | 20% | |
| Jul 1, 2026 | 2 | 4 | 15 | 6 | 3 | 20% | |
| Jun 1, 2026 | 2 | 4 | 14 | 6 | 3 | 21% | |
| May 1, 2026 | 2 | 4 | 14 | 6 | 3 | 21% | |
| Apr 1, 2026 | 2 | 4 | 13 | 6 | 3 | 21% | |
| Mar 1, 2026 | 2 | 4 | 13 | 6 | 3 | 21% | |
| Feb 1, 2026 | 2 | 4 | 13 | 6 | 3 | 21% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $8.94 | $7.73–$9.78 | 7.1% | -10.8% | 1↑ 4↓ | $14.9B | 5 |
| Next Q | $11.22 | $9.42–$13.77 | 8.6% | -4.6% | 0↑ 3↓ | $16.8B | 4 |
| Current FY | $40.36 | $35.35–$44.26 | 11.5% | -3.7% | 2↑ 3↓ | $58.9B | 6 |
| Next FY | $44.63 | $37.73–$51.86 | 10.6% | -1.4% | 0↑ 4↓ | $65.7B | 5 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $8.936 | — |
| 7d ago | $8.936 | — |
| 30d ago | $10.016 | -1.080 |
| 60d ago | $10.016 | -1.080 |
| 90d ago | $10.141 | -1.206 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Assenagon Asset Management S.A. | 249,157 | $27.6M | 55.8% | DOUBLED +115.1% |
| Vontobel Holding Ltd. | 78,348 | $8.7M | 17.6% | — |
| Czech National Bank | 32,121 | $3.6M | 7.2% | ADD +34.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 31,840 | $3.1M | 6.3% | — |
| IFM Investors Pty Ltd | 25,355 | $2.8M | 5.7% | ADD +33.0% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 24,585 | $2.7M | 5.5% | — |
| MATHER GROUP, LLC. | 3,969 | $440.2K | 0.9% | ADD +49.6% |
| Farther Finance Advisors, LLC | 2,958 | $328.0K | 0.7% | ADD +37.0% |
| TD Waterhouse Canada Inc. | 1,651 | $183.7K | 0.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | DOUBLED | 77,213 | 249,157 | +115.1% | $27.6M |
| Czech National Bank | ADD | 23,804 | 32,121 | +34.9% | $3.6M |
| IFM Investors Pty Ltd | ADD | 19,069 | 25,355 | +33.0% | $2.8M |
| MATHER GROUP, LLC. | ADD | 2,653 | 3,969 | +49.6% | $440.2K |
| Farther Finance Advisors, LLC | ADD | 2,159 | 2,958 | +37.0% | $328.0K |
| DAVENPORT & Co LLC | EXIT | 94,875 | 0 | -100.0% | $0.00 |
| GOLDMAN SACHS GROUP INC | ADD | 1,510,030 | 2,787,274 | +84.6% | $396.4M |
| NORGES BANK | NEW | — | 2,452,458 | — | $348.8M |
| UBS Group AG | ADD | 1,204,158 | 2,280,785 | +89.4% | $324.4M |
| EAGLE CAPITAL MANAGEMENT LLC | DOUBLED | 149,460 | 1,739,813 | +1064.1% | $247.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Jeffery Nick | Chief Operating Officer | AWARD | 13,333 | — | — |
| Sep 1, 2026 | Jeffery Nick | Chief Operating Officer | AWARD | 347,078 | — | — |
| Sep 1, 2026 | Jeffery Nick | Chief Operating Officer | AWARD | 76,466 | — | — |
| Aug 20, 2026 | Fischer Jessica M | Chief Financial Officer | AWARD | 96,939 | — | — |
| Aug 20, 2026 | Fischer Jessica M | Chief Financial Officer | AWARD | 37,652 | — | — |
| Aug 20, 2026 | Haughton Jamal H | EVP/Gen Counsel/Corp Secretary | AWARD | 51,701 | — | — |
| Aug 20, 2026 | Haughton Jamal H | EVP/Gen Counsel/Corp Secretary | AWARD | 20,081 | — | — |
| Aug 20, 2026 | DiGeronimo Richard J | President-Product & Technology | AWARD | 151,872 | — | — |
| Aug 20, 2026 | DiGeronimo Richard J | President-Product & Technology | AWARD | 58,988 | — | — |
| Aug 20, 2026 | Winfrey Christopher L | President and CEO | AWARD | 297,281 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 20, 2026 | August Pfluger | R | HOUSE | EXCHANGE | $1,001 - $15,000 | Charter Communications Inc | Sep 15, 2026(27d) |
| Aug 20, 2026 | August Pfluger | R | HOUSE | EXCHANGE | $1,001 - $15,000 | Charter Communications Inc | Sep 15, 2026(27d) |
| Aug 10, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Charter Communications Inc | Sep 7, 2026(29d) |
| Apr 14, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Charter Communications Inc | May 11, 2026(28d) |
| Mar 13, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Charter Communications Inc | Apr 8, 2026(27d) |