Market Cap
$65.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | Rothschild & Co | INITIATE | Buy | 58% |
| Sep 10, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Aug 18, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 14, 2026 | HSBC | UPGRADE | Buy | 55% |
| Aug 5, 2026 | Argus Research | UPGRADE | Buy | 54% |
| Jul 30, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 29, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Jul 27, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 24, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 24, 2026 | TD Cowen | UPGRADE | Buy | 56% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 12 | 20 | 6 | 0 | 0 | 84% | |
| Aug 1, 2026 | 11 | 19 | 8 | 0 | 0 | 79% | |
| Jul 1, 2026 | 9 | 18 | 10 | 0 | 0 | 73% | |
| Jun 1, 2026 | 9 | 18 | 10 | 0 | 0 | 73% | |
| May 1, 2026 | 9 | 18 | 10 | 0 | 0 | 73% | |
| Apr 1, 2026 | 9 | 17 | 10 | 0 | 0 | 72% | |
| Mar 1, 2026 | 8 | 17 | 10 | 0 | 0 | 71% | |
| Feb 1, 2026 | 8 | 17 | 9 | 1 | 0 | 71% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.57 | $0.44–$0.71 | 70.6% | -25.3% | 0↑ 1↓ | $1.8B | 2 |
| Next Q | $0.53 | $0.40–$0.66 | 33.0% | -29.3% | 0↑ 1↓ | $1.8B | 2 |
| Current FY | $3.19 | $2.54–$3.72 | 102.4% | -4.9% | 3↑ 0↓ | $7.1B | 6 |
| Next FY | $2.76 | $1.98–$3.91 | -13.3% | -4.5% | 2↑ 1↓ | $7.9B | 6 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.575 | — |
| 7d ago | $0.595 | -0.020 |
| 30d ago | $0.770 | -0.195 |
| 60d ago | $0.770 | -0.195 |
| 90d ago | $0.000 | +0.575 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 40,522,510 | $7.3B | 14.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 30,156,675 | $5.4B | 10.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 22,292,241 | $4.0B | 7.9% | — |
| STATE STREET CORP | 20,837,900 | $3.7B | 7.4% | — |
| NORGES BANK | 19,290,135 | $3.5B | 6.8% | NEW |
| Blackstone Inc. | 12,313,486 | $2.2B | 4.3% | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | 9,758,447 | $1.7B | 3.4% | — |
| BANK OF AMERICA CORP /DE/ | 8,941,260 | $1.6B | 3.2% | — |
| APG Asset Management US Inc. | 8,619,693 | $1.5B | 3.0% | — |
| CANADA PENSION PLAN INVESTMENT BOARD | 6,560,278 | $1.2B | 2.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 19,290,135 | — | $3.5B |
| Blackstone Inc. | NEW | — | 12,313,486 | — | $2.2B |
| MORGAN STANLEY | ADD | 5,178,674 | 6,506,324 | +25.6% | $1.2B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | DOUBLED | 28,179 | 4,890,993 | +17256.9% | $878.3M |
| GOLDMAN SACHS GROUP INC | ADD | 2,961,971 | 3,958,965 | +33.7% | $711.0M |
| Amundi | ADD | 2,504,476 | 3,940,647 | +57.3% | $707.7M |
| VIKING GLOBAL INVESTORS LP | NEW | — | 2,310,475 | — | $414.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | ADD | 1,152,170 | 1,909,418 | +65.7% | $342.9M |
| D. E. Shaw & Co., Inc. | ADD | 1,079,695 | 1,542,316 | +42.8% | $277.0M |
| PRUDENTIAL FINANCIAL INC | ADD | 1,052,038 | 1,468,133 | +39.6% | $263.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | Kornegay Christine Beseda | CHIEF ACCOUNTING OFFICER | TAX W/H | 54 | $176.49 | $9.5K |
| Aug 27, 2026 | Patterson Mark R | Director | SELL | 200 | $193.96 | $38.8K |
| Jul 1, 2026 | Kornegay Christine Beseda | CHIEF ACCOUNTING OFFICER | TAX W/H | 53 | $176.32 | $9.3K |
| Jun 30, 2026 | Jamieson VeraLinn | Director | AWARD | 153 | — | — |
| Jun 30, 2026 | Jamieson VeraLinn | Director | AWARD | 153 | — | — |
| Jun 30, 2026 | Swanezy Susan | Director | AWARD | 153 | — | — |
| Jun 30, 2026 | Swanezy Susan | Director | AWARD | 153 | — | — |
| May 29, 2026 | MANDEVILLE JEAN F H P | Director | AWARD | 1,289 | — | — |
| May 29, 2026 | Swanezy Susan | Director | AWARD | 1,289 | — | — |
| May 29, 2026 | Bolze Stephen R. | Director | AWARD | 1,289 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Digital Realty Trust Inc | Aug 12, 2026(37d) |