Market Cap
$58.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 8, 2026 | RBC Capital | REITERATE | Sector Perform | 55% |
| Aug 19, 2026 | RBC Capital | INITIATE | Sector Perform | 55% |
| Aug 11, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 7, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 7, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 6, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 6, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jun 24, 2026 | B of A Securities | MAINTAIN | Neutral | 54% |
| Jun 10, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 11, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 10 | 6 | 0 | 0 | 71% | |
| Aug 1, 2026 | 5 | 10 | 5 | 0 | 0 | 75% | |
| Jul 1, 2026 | 5 | 10 | 5 | 0 | 0 | 75% | |
| Jun 1, 2026 | 5 | 11 | 4 | 0 | 0 | 80% | |
| May 1, 2026 | 4 | 11 | 4 | 0 | 0 | 79% | |
| Apr 1, 2026 | 4 | 11 | 3 | 0 | 0 | 83% | |
| Mar 1, 2026 | 6 | 13 | 3 | 0 | 0 | 86% | |
| Feb 1, 2026 | 6 | 13 | 3 | 0 | 0 | 86% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.57 | $4.52–$4.62 | 19.0% | +0.4% | 1↑ 8↓ | $87.9B | 10 |
| Next Q | $4.60 | $4.46–$4.99 | 12.6% | +0.7% | 3↑ 2↓ | $89.4B | 7 |
| Current FY | $17.88 | $17.80–$17.93 | 11.7% | +0.0% | 10↑ 0↓ | $337.0B | 14 |
| Next FY | $19.83 | $19.44–$20.08 | 10.9% | +0.3% | 3↑ 5↓ | $353.0B | 9 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.569 | — |
| 7d ago | $4.562 | +0.006 |
| 30d ago | $4.551 | +0.017 |
| 60d ago | $4.613 | -0.044 |
| 90d ago | $4.610 | -0.042 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 18,213,783 | $5.2B | 14.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 12,378,943 | $3.5B | 9.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9,611,756 | $2.7B | 7.5% | — |
| STATE STREET CORP | 9,273,983 | $2.6B | 7.2% | — |
| JPMORGAN CHASE & CO | 5,943,657 | $1.7B | 4.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 5,454,888 | $1.5B | 4.2% | — |
| Boston Partners | 4,868,782 | $1.4B | 3.8% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 4,559,761 | $1.3B | 3.5% | — |
| FMR LLC | 4,122,371 | $1.2B | 3.2% | TRIM -38.3% |
| MORGAN STANLEY | 4,086,271 | $1.2B | 3.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | TRIM | 6,686,269 | 4,122,371 | -38.3% | $1.2B |
| NORGES BANK | NEW | — | 2,473,825 | — | $700.0M |
| Amundi | ADD | 1,553,260 | 2,229,326 | +43.5% | $630.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | ADD | 1,359,728 | 1,709,563 | +25.7% | $483.8M |
| Mawer Investment Management Ltd. | ADD | 1,031,163 | 1,488,843 | +44.4% | $421.3M |
| CITADEL ADVISORS LLC | ADD | 797,827 | 1,366,647 | +71.3% | $386.7M |
| AMERICAN CENTURY COMPANIES INC | ADD | 803,602 | 1,197,038 | +49.0% | $338.7M |
| Neuberger Berman Group LLC | ADD | 747,469 | 1,174,269 | +57.1% | $332.2M |
| Sumitomo Mitsui Trust Group, Inc. | ADD | 803,492 | 1,037,565 | +29.1% | $293.6M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 374,843 | 950,479 | +153.6% | $269.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 16, 2026 | GREENBERG LON R | Director | SELL | 1,280 | $321.30 | $411.3K |
| Sep 1, 2026 | Krikorian Lazarus | SVP & Chief Accounting Officer | SELL | 985 | $325.97 | $321.1K |
| Aug 24, 2026 | Campbell Elizabeth S | Executive Vice President | SELL | 11,300.471 | $324.12 | $3.7M |
| Jul 31, 2026 | NALLY DENNIS M | Director | AWARD | 113 | $311.34 | $35.2K |
| Jul 31, 2026 | Tyler Lauren M | Director | AWARD | 97 | $311.34 | $30.2K |
| Jul 31, 2026 | Cooper Ellen | Director | AWARD | 97 | $311.34 | $30.2K |
| Jun 30, 2026 | Battaglia Silvana | Executive Vice President | AWARD | 58.204 | $240.53 | $14.0K |
| Jun 30, 2026 | Campbell Elizabeth S | Executive Vice President | AWARD | 49.889 | $240.53 | $12.0K |
| Jun 29, 2026 | Boratto Eva C | Chief Financial Officer | AWARD | 21,304 | — | — |
| Jun 22, 2026 | Tyler Lauren M | Director | BUY | 550 | $270.23 | $148.6K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| May 6, 2026 | Jared Moskowitz | D | HOUSE | SELL | $1,001 - $15,000 | Cencora Inc | Jun 22, 2026(48d) |
| May 6, 2026 | Jared Moskowitz | D | HOUSE | SELL | $1,001 - $15,000 | Cencora Inc | Jun 22, 2026(48d) |
| Mar 31, 2026 | Jared Moskowitz | D | HOUSE | BUY | $1,001 - $15,000 | Cencora Inc | May 1, 2026(32d) |
| Mar 23, 2026 | Jared Moskowitz | D | HOUSE | BUY | $1,001 - $15,000 | Cencora Inc | May 1, 2026(40d) |
| Mar 23, 2026 | Jared Moskowitz | D | HOUSE | BUY | $1,001 - $15,000 | Cencora Inc | May 1, 2026(40d) |