Market Cap
$25.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Sep 28, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Sep 18, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 28, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Aug 27, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Aug 21, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 4, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 29, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 29, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Jul 22, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 8 | 10 | 0 | 0 | 58% | |
| Aug 1, 2026 | 6 | 9 | 10 | 0 | 0 | 60% | |
| Jul 1, 2026 | 6 | 9 | 9 | 0 | 0 | 63% | |
| Jun 1, 2026 | 6 | 9 | 9 | 0 | 0 | 63% | |
| May 1, 2026 | 6 | 8 | 9 | 0 | 0 | 61% | |
| Apr 1, 2026 | 6 | 9 | 8 | 0 | 0 | 65% | |
| Mar 1, 2026 | 6 | 8 | 9 | 0 | 0 | 61% | |
| Feb 1, 2026 | 6 | 8 | 9 | 0 | 0 | 61% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.40 | $2.26–$2.57 | 6.8% | +0.0% | 3↑ 3↓ | $3.4B | 9 |
| Next Q | $2.04 | $1.59–$2.35 | 23.5% | +0.0% | 4↑ 4↓ | $4.0B | 9 |
| Current FY | $7.71 | $7.61–$7.73 | 4.7% | +0.0% | 1↑ 5↓ | $16.1B | 16 |
| Next FY | $8.36 | $8.20–$8.87 | 8.5% | -0.0% | 4↑ 5↓ | $16.6B | 16 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.404 | — |
| 7d ago | $2.404 | — |
| 30d ago | $2.404 | — |
| 60d ago | $2.466 | -0.062 |
| 90d ago | $2.335 | +0.068 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 25,695,899 | $3.9B | 18.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 12,568,029 | $1.9B | 8.8% | — |
| Capital Research Global Investors | 12,496,338 | $1.9B | 8.8% | — |
| STATE STREET CORP | 11,231,634 | $1.7B | 8.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11,182,982 | $1.7B | 7.9% | — |
| Capital World Investors | 9,990,302 | $1.5B | 7.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 5,870,599 | $891.2M | 4.1% | — |
| AMERIPRISE FINANCIAL INC | 5,606,302 | $854.4M | 3.9% | — |
| Jupiter Topco LLC | 3,132,273 | $477.3M | 2.2% | — |
| Invesco Ltd. | 2,983,653 | $454.6M | 2.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | ADD | 1,718,225 | 2,736,767 | +59.3% | $417.0M |
| GOLDMAN SACHS GROUP INC | ADD | 1,295,198 | 1,639,136 | +26.6% | $249.8M |
| MARSHALL WACE, LLP | TRIM | 1,366,347 | 948,922 | -30.6% | $144.6M |
| UBS Group AG | ADD | 650,195 | 902,439 | +38.8% | $137.5M |
| JPMORGAN CHASE & CO | TRIM | 1,186,605 | 856,042 | -27.9% | $131.8M |
| FIRST TRUST ADVISORS LP | ADD | 555,690 | 821,022 | +47.7% | $125.1M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 506,704 | 775,940 | +53.1% | $118.2M |
| Clearbridge Investments, LLC | TRIM | 1,940,033 | 774,468 | -60.1% | $118.0M |
| HSBC HOLDINGS PLC | ADD | 591,137 | 739,633 | +25.1% | $112.9M |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 191,343 | 360,373 | +88.3% | $54.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Lauer Trevor F | Vice Chairman & Group Pres. | SELL | 5,000 | $135.71 | $678.6K |
| Jul 1, 2026 | TORGOW GARY | Director | AWARD | 240.75 | $150.57 | $36.2K |
| Jul 1, 2026 | BRANDON DAVID | Director | AWARD | 240.75 | $150.57 | $36.2K |
| May 14, 2026 | Muschong Lisa A. | VP, Corp Sec & Chief of Staff | SELL | 1,000 | $143.72 | $143.7K |
| May 8, 2026 | MCGOVERN GAIL J | Director | EXERCISE | 1,218.72 | — | — |
| May 8, 2026 | MCGOVERN GAIL J | Director | D | 1,218.72 | $140.60 | $171.4K |
| May 7, 2026 | MCCLURE CHARLES G | Director | AWARD | 1,230 | — | — |
| May 7, 2026 | Santos Cassandra | Director | AWARD | 1,230 | — | — |
| May 7, 2026 | TORGOW GARY | Director | AWARD | 1,230 | — | — |
| May 7, 2026 | MCGOVERN GAIL J | Director | AWARD | 1,230 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 19, 2025 | John Boozman | R | SENATE | SELL | $1,001 - $15,000 | DTE Energy Co | May 11, 2026(419d) |