Market Cap
$17.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 10, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 7, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 5, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 2, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jun 23, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| May 11, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| May 6, 2026 | UBS | MAINTAIN | Buy | 55% |
| Apr 24, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Apr 21, 2026 | B of A Securities | MAINTAIN | Neutral | 54% |
| Apr 13, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 14 | 4 | 0 | 0 | 85% | |
| Aug 1, 2026 | 8 | 14 | 4 | 0 | 0 | 85% | |
| Jul 1, 2026 | 8 | 14 | 4 | 0 | 0 | 85% | |
| Jun 1, 2026 | 7 | 14 | 4 | 0 | 0 | 84% | |
| May 1, 2026 | 7 | 14 | 4 | 0 | 0 | 84% | |
| Apr 1, 2026 | 8 | 15 | 3 | 0 | 0 | 88% | |
| Mar 1, 2026 | 8 | 15 | 3 | 0 | 0 | 88% | |
| Feb 1, 2026 | 8 | 15 | 3 | 0 | 0 | 88% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.90 | $1.85–$2.01 | -42.0% | -0.6% | 3↑ 9↓ | $1.9B | 13 |
| Next Q | $1.86 | $1.75–$1.95 | 34.8% | +0.9% | 8↑ 4↓ | $1.8B | 12 |
| Current FY | $7.26 | $7.20–$7.36 | 44.0% | -0.0% | 13↑ 2↓ | $7.2B | 15 |
| Next FY | $7.96 | $7.62–$8.25 | 9.7% | -0.0% | 11↑ 3↓ | $7.4B | 16 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.898 | — |
| 7d ago | $1.898 | — |
| 30d ago | $1.910 | -0.012 |
| 60d ago | $1.934 | -0.036 |
| 90d ago | $1.934 | -0.036 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 10,637,868 | $1.4B | 13.3% | TRIM -65.9% |
| VANGUARD CAPITAL MANAGEMENT LLC | 8,935,728 | $1.2B | 11.2% | TRIM -66.4% |
| STATE STREET CORP | 6,949,792 | $942.7M | 8.7% | TRIM -62.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,405,233 | $868.8M | 8.0% | TRIM -66.8% |
| Invesco Ltd. | 3,792,235 | $514.4M | 4.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,747,286 | $506.3M | 4.7% | TRIM -66.3% |
| MORGAN STANLEY | 2,715,459 | $368.3M | 3.4% | TRIM -66.7% |
| VICTORY CAPITAL MANAGEMENT INC | 2,352,384 | $319.1M | 2.9% | TRIM -62.5% |
| GOLDMAN SACHS GROUP INC | 2,051,782 | $278.3M | 2.6% | TRIM -56.4% |
| NORTHERN TRUST CORP | 1,602,144 | $217.3M | 2.0% | TRIM -69.3% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | TRIM | 31,162,893 | 10,637,868 | -65.9% | $1.4B |
| VANGUARD CAPITAL MANAGEMENT LLC | TRIM | 26,593,894 | 8,935,728 | -66.4% | $1.2B |
| STATE STREET CORP | TRIM | 18,703,524 | 6,949,792 | -62.8% | $942.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | TRIM | 19,304,309 | 6,405,233 | -66.8% | $868.8M |
| GEODE CAPITAL MANAGEMENT, LLC | TRIM | 11,127,945 | 3,747,286 | -66.3% | $506.3M |
| MORGAN STANLEY | TRIM | 8,149,632 | 2,715,459 | -66.7% | $368.3M |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 6,281,178 | 2,352,384 | -62.5% | $319.1M |
| GOLDMAN SACHS GROUP INC | TRIM | 4,703,815 | 2,051,782 | -56.4% | $278.3M |
| NORTHERN TRUST CORP | TRIM | 5,216,647 | 1,602,144 | -69.3% | $217.3M |
| JPMORGAN CHASE & CO | TRIM | 4,265,449 | 1,516,414 | -64.4% | $205.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | CUTLER ALEXANDER M | Director | AWARD | 365.017 | $136.98 | $50.0K |
| Aug 28, 2026 | Lowery Frederick M. | Director | AWARD | 282.888 | $136.98 | $38.7K |
| Aug 28, 2026 | Macpherson Donald G | Director | AWARD | 237.261 | $136.98 | $32.5K |
| Aug 17, 2026 | BREEN EDWARD D | Director | GIFT | 34,485 | — | — |
| Aug 6, 2026 | Barber Madeleine G | VP Chief Accounting Officer | TAX W/H | 100.807 | $146.38 | $14.8K |
| Aug 6, 2026 | Ferreira Beth | President, Diversified Indstrl | TAX W/H | 373.778 | $146.38 | $54.7K |
| Jun 2, 2026 | Koch Lori | CEO | SELL | 260.978 | $48.82 | $12.7K |
| May 31, 2026 | Franzen Antonella B | SVP & CFO | TAX W/H | 1,558.183 | $48.03 | $74.8K |
| May 31, 2026 | Koch Lori | CEO | TAX W/H | 4,672.506 | $48.03 | $224.4K |
| May 29, 2026 | Macpherson Donald G | Director | AWARD | 671.21 | $48.42 | $32.5K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 17, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | DuPont De Nemours Inc | Sep 7, 2026(53d) |
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | DuPont De Nemours Inc | Feb 16, 2026(39d) |