Market Cap
$421.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Bernstein | INITIATE | Market Perform | 51% |
| Sep 22, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Sep 1, 2026 | Deutsche Bank | INITIATE | Buy | 58% |
| Aug 14, 2026 | HSBC | DOWNGRADE | Hold | 55% |
| Aug 13, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 13, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 13, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 13, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 13, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Aug 13, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 17 | 11 | 0 | 0 | 69% | |
| Aug 1, 2026 | 6 | 17 | 10 | 0 | 0 | 70% | |
| Jul 1, 2026 | 6 | 17 | 10 | 0 | 0 | 70% | |
| Jun 1, 2026 | 6 | 17 | 10 | 0 | 0 | 70% | |
| May 1, 2026 | 7 | 16 | 9 | 0 | 0 | 72% | |
| Apr 1, 2026 | 7 | 16 | 9 | 0 | 0 | 72% | |
| Mar 1, 2026 | 7 | 15 | 9 | 0 | 0 | 71% | |
| Feb 1, 2026 | 7 | 15 | 9 | 0 | 0 | 71% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.32 | $1.25–$1.34 | 32.2% | -0.3% | 18↑ 0↓ | $18.1B | 24 |
| Next Q | $1.23 | $1.19–$1.36 | 18.3% | +0.1% | 16↑ 1↓ | $17.9B | 23 |
| Current FY | $5.15 | $5.05–$5.61 | 18.8% | -0.0% | 22↑ 0↓ | $73.2B | 28 |
| Next FY | $5.62 | $5.30–$6.81 | 9.2% | +0.4% | 16↑ 0↓ | $78.1B | 27 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.322 | — |
| 7d ago | $1.322 | -0.000 |
| 30d ago | $1.325 | -0.004 |
| 60d ago | $1.147 | +0.175 |
| 90d ago | $1.147 | +0.175 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 358,672,289 | $42.1B | 15.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 244,787,330 | $28.8B | 10.4% | — |
| STATE STREET CORP | 197,153,062 | $23.2B | 8.4% | — |
| Invesco Ltd. | 138,187,071 | $16.2B | 5.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 119,309,850 | $14.0B | 5.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 101,007,196 | $11.8B | 4.3% | — |
| MORGAN STANLEY | 80,401,715 | $9.4B | 3.4% | — |
| FMR LLC | 76,063,526 | $8.9B | 3.2% | — |
| Capital Research Global Investors | 67,174,294 | $7.9B | 2.9% | — |
| NORGES BANK | 54,835,694 | $6.4B | 2.3% | NEW |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 54,835,694 | — | $6.4B |
| JPMORGAN CHASE & CO | ADD | 35,785,807 | 48,926,967 | +36.7% | $5.8B |
| Fisher Asset Management, LLC | ADD | 17,301,583 | 33,412,725 | +93.1% | $3.9B |
| Capital International Investors | NEW | — | 22,677,729 | — | $2.7B |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 34,421,765 | 17,163,058 | -50.1% | $2.0B |
| JANE STREET GROUP, LLC | DOUBLED | 201,153 | 9,280,415 | +4513.6% | $1.1B |
| Pictet Asset Management Holding SA | DOUBLED | 3,864,350 | 7,748,146 | +100.5% | $910.1M |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | TRIM | 12,054,410 | 7,075,779 | -41.3% | $831.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | TRIM | 6,104,254 | 4,257,987 | -30.2% | $500.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 3,107,392 | 4,144,218 | +33.4% | $486.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 16, 2026 | Robbins Charles | Chair and CEO | AWARD | 167,069 | — | — |
| Sep 16, 2026 | Tuszik Oliver | EVP, Global Sales | AWARD | 69,613 | — | — |
| Sep 16, 2026 | Subaiya Thimaya K. | EVP, Operations | AWARD | 55,690 | — | — |
| Sep 16, 2026 | Stahlkopf Deborah L | EVP and Chief Legal Officer | AWARD | 55,690 | — | — |
| Sep 16, 2026 | Fink Nichlas A | SVP, Chief Accounting Officer | AWARD | 7,826 | — | — |
| Sep 16, 2026 | Patterson Mark | EVP and CFO | AWARD | 92,817 | — | — |
| Sep 16, 2026 | Patel Jeetendra I | President and CPO | AWARD | 139,225 | — | — |
| Sep 15, 2026 | JOHNSON KRISTINA M | Director | AWARD | 417 | $110.07 | $45.9K |
| Sep 15, 2026 | Weil Kevin | Director | AWARD | 274 | $110.07 | $30.2K |
| Sep 15, 2026 | Tessel Marianna | Director | AWARD | 274 | $110.07 | $30.2K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026 | Rich McCormick | R | HOUSE | SELL | $1,001 - $15,000 | Cisco Systems Inc | Aug 17, 2026(19d) |
| Jul 21, 2026 | Shelley Moore Capito | R | SENATE | SELL | $1,001 - $15,000 | Cisco Systems Inc | Aug 4, 2026(15d) |
| Jun 12, 2026 | Rich McCormick | R | HOUSE | SELL | $1,001 - $15,000 | Cisco Systems Inc | Jul 10, 2026(29d) |
| Jun 12, 2026 | Rich McCormick | R | HOUSE | SELL | $1,001 - $15,000 | Cisco Systems Inc | Jul 10, 2026(29d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $15,001 - $50,000 | Cisco Systems Inc | May 13, 2026(31d) |
| Mar 30, 2026 | Ro Khanna | D | HOUSE | BUY | $15,001 - $50,000 | Cisco Systems Inc | Apr 9, 2026(11d) |
| Mar 19, 2026 | Maria Elvira Salazar | R | HOUSE | BUY | $1,001 - $15,000 | Cisco Systems Inc | Apr 22, 2026(35d) |
| Mar 19, 2026 | Maria Elvira Salazar | R | HOUSE | BUY | $15,001 - $50,000 | Cisco Systems Inc | Apr 22, 2026(35d) |
| Feb 2, 2026 | Julia Letlow | R | HOUSE | BUY | $1,001 - $15,000 | Cisco Systems Inc | Mar 13, 2026(40d) |
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Cisco Systems Inc | Feb 16, 2026(39d) |