Market Cap
$77.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Scotiabank | MAINTAIN | Sector Perform | 56% |
| Sep 29, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Sep 28, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 25, 2026 | Keybanc | DOWNGRADE | Underweight | 52% |
| Sep 24, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Sep 16, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Sep 15, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 24, 2026 | Wells Fargo | MAINTAIN | Underweight | 54% |
| Jul 24, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 24, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 11 | 21 | 3 | 0 | 40% | |
| Aug 1, 2026 | 5 | 11 | 21 | 3 | 0 | 40% | |
| Jul 1, 2026 | 5 | 11 | 21 | 3 | 0 | 40% | |
| Jun 1, 2026 | 5 | 9 | 22 | 3 | 0 | 36% | |
| May 1, 2026 | 5 | 9 | 22 | 3 | 0 | 36% | |
| Apr 1, 2026 | 5 | 10 | 21 | 3 | 0 | 38% | |
| Mar 1, 2026 | 5 | 10 | 21 | 3 | 0 | 38% | |
| Feb 1, 2026 | 5 | 10 | 22 | 2 | 0 | 38% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.99 | $0.93–$1.06 | -11.8% | -1.5% | 2↑ 11↓ | $29.2B | 19 |
| Next Q | $0.67 | $0.52–$0.77 | -20.2% | -4.2% | 1↑ 10↓ | $30.1B | 16 |
| Current FY | $3.48 | $3.35–$3.66 | -19.2% | -0.8% | 1↑ 14↓ | $119.8B | 19 |
| Next FY | $3.59 | $3.16–$4.11 | 3.1% | -1.0% | 5↑ 9↓ | $117.4B | 19 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.987 | — |
| 7d ago | $0.984 | +0.004 |
| 30d ago | $1.003 | -0.015 |
| 60d ago | $1.003 | -0.015 |
| 90d ago | $1.024 | -0.036 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| DAVENPORT & Co LLC | 4,933,267 | $107.2M | 28.4% | — |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 4,337,041 | $94.4M | 25.0% | — |
| Vontobel Holding Ltd. | 1,753,396 | $38.2M | 10.1% | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,301,878 | $26.7M | 7.1% | TRIM -41.9% |
| MATRIX ASSET ADVISORS INC/NY | 1,017,294 | $22.1M | 5.9% | — |
| Czech National Bank | 1,016,895 | $22.1M | 5.9% | — |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 953,815 | $20.8M | 5.5% | — |
| IFM Investors Pty Ltd | 865,467 | $18.8M | 5.0% | — |
| Concurrent Investment Advisors, LLC | 604,418 | $13.2M | 3.5% | DOUBLED +170.9% |
| TD Waterhouse Canada Inc. | 228,342 | $5.6M | 1.5% | TRIM -36.7% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 2,239,306 | 1,301,878 | -41.9% | $26.7M |
| Concurrent Investment Advisors, LLC | DOUBLED | 223,089 | 604,418 | +170.9% | $13.2M |
| TD Waterhouse Canada Inc. | TRIM | 360,860 | 228,342 | -36.7% | $5.6M |
| MATHER GROUP, LLC. | ADD | 12,924 | 16,256 | +25.8% | $353.7K |
| Capital Research Global Investors | ADD | 89,574,393 | 116,113,743 | +29.6% | $2.9B |
| Capital World Investors | TRIM | 182,141,779 | 104,629,299 | -42.6% | $2.6B |
| NORGES BANK | NEW | — | 76,539,618 | — | $1.9B |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 12,369,364 | 52,306,272 | +322.9% | $1.3B |
| JPMORGAN CHASE & CO | TRIM | 63,236,690 | 36,976,352 | -41.5% | $895.6M |
| UBS Group AG | TRIM | 23,208,137 | 16,706,331 | -28.0% | $410.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | BREEN EDWARD D | Director | AWARD | 920 | — | — |
| Sep 30, 2026 | Baltimore Thomas J Jr | Director | AWARD | 1,552 | — | — |
| Sep 30, 2026 | Honickman Jeffrey A | Director | AWARD | 2,011 | — | — |
| Sep 30, 2026 | Brady Louise F. | Director | AWARD | 1,552 | — | — |
| Sep 30, 2026 | Smith Gordon | Director | AWARD | 1,552 | — | — |
| Sep 2, 2026 | ROBERTS BRIAN L | Chairman of Board & Co-CEO | GIFT | 101,900 | — | — |
| Sep 1, 2026 | Cavanagh Michael J | Co-CEO | I | 565,642 | $26.30 | $14.9M |
| Sep 1, 2026 | Cavanagh Michael J | Co-CEO | I | 392,769.065 | $26.30 | $10.3M |
| Sep 1, 2026 | ROBERTS BRIAN L | Chairman of Board & Co-CEO | I | 382,860 | $26.30 | $10.1M |
| Aug 17, 2026 | BREEN EDWARD D | Director | GIFT | 62,440 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026 | Kevin Hern | R | HOUSE | SELL | $1,001 - $15,000 | Comcast Corp | Aug 11, 2026(7d) |
| Jul 17, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Comcast Corp | Sep 7, 2026(53d) |
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Comcast Corp | Aug 12, 2026(37d) |
| Jun 16, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Comcast Corp | Jul 3, 2026(18d) |
| Apr 14, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $15,001 - $50,000 | Comcast Corp | May 11, 2026(28d) |
| Mar 23, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | Comcast Corp | Apr 10, 2026(19d) |
| Mar 17, 2026 | Kevin Hern | R | HOUSE | SELL | $15,001 - $50,000 | Comcast Corp | Apr 6, 2026(21d) |
| Mar 12, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | Comcast Corp | Apr 10, 2026(30d) |
| Feb 26, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | Comcast Corp | Mar 12, 2026(15d) |
| Jan 13, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Comcast Corp | Feb 12, 2026(31d) |