Market Cap
$77.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 30, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 29, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 29, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 29, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 17, 2026 | Oppenheimer | UPGRADE | Outperform | 52% |
| Jul 9, 2026 | Deutsche Bank | MAINTAIN | Buy | 58% |
| Jul 7, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Jun 24, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jun 10, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| May 27, 2026 | UBS | UPGRADE | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 15 | 6 | 0 | 0 | 80% | |
| Aug 1, 2026 | 9 | 15 | 8 | 0 | 0 | 75% | |
| Jul 1, 2026 | 8 | 15 | 9 | 0 | 0 | 72% | |
| Jun 1, 2026 | 8 | 15 | 9 | 0 | 0 | 72% | |
| May 1, 2026 | 8 | 14 | 10 | 0 | 0 | 69% | |
| Apr 1, 2026 | 7 | 13 | 11 | 0 | 0 | 65% | |
| Mar 1, 2026 | 8 | 11 | 13 | 0 | 0 | 59% | |
| Feb 1, 2026 | 8 | 11 | 13 | 0 | 0 | 59% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.17 | $2.14–$2.20 | 5.0% | -0.1% | 9↑ 6↓ | $4.7B | 18 |
| Next Q | $2.22 | $2.18–$2.55 | 6.7% | +0.7% | 11↑ 3↓ | $4.8B | 18 |
| Current FY | $8.16 | $8.08–$8.23 | 8.4% | -0.0% | 13↑ 5↓ | $17.9B | 21 |
| Next FY | $9.41 | $8.85–$9.95 | 15.3% | -0.1% | 16↑ 4↓ | $19.3B | 21 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.174 | — |
| 7d ago | $2.177 | -0.003 |
| 30d ago | $2.176 | -0.002 |
| 60d ago | $2.178 | -0.003 |
| 90d ago | $2.303 | -0.129 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 23,051,363 | $6.4B | 14.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 16,537,270 | $4.6B | 10.2% | — |
| JPMORGAN CHASE & CO | 14,619,468 | $4.1B | 9.0% | ADD +25.4% |
| STATE STREET CORP | 11,770,714 | $3.3B | 7.3% | — |
| MORGAN STANLEY | 7,827,291 | $2.2B | 4.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,300,975 | $1.8B | 3.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 5,996,032 | $1.7B | 3.7% | — |
| GATES FOUNDATION TRUST | 5,218,044 | $1.5B | 3.2% | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3,617,425 | $1.0B | 2.2% | — |
| ROYAL BANK OF CANADA | 3,611,647 | $1.0B | 2.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | ADD | 11,662,354 | 14,619,468 | +25.4% | $4.1B |
| NORGES BANK | NEW | — | 3,350,825 | — | $933.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 1,581,311 | 2,249,728 | +42.3% | $626.8M |
| Winslow Capital Management, LLC | DOUBLED | 528,620 | 1,258,248 | +138.0% | $350.6M |
| CITADEL ADVISORS LLC | DOUBLED | 166,676 | 1,056,715 | +534.0% | $294.4M |
| Corient Private Wealth LP | DOUBLED | 947,521 | 6,182,952 | +552.5% | $244.4M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | TRIM | 1,169,673 | 863,405 | -26.2% | $240.6M |
| AMERICAN CENTURY COMPANIES INC | TRIM | 1,182,558 | 853,805 | -27.8% | $237.9M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 108,501 | 810,128 | +646.7% | $225.7M |
| Allianz Asset Management GmbH | TRIM | 1,053,414 | 714,143 | -32.2% | $199.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 11, 2026 | Green Eric Mark | Director | BUY | 320 | $277.29 | $88.7K |
| Sep 11, 2026 | Green Eric Mark | Director | BUY | 3,370 | $276.58 | $932.1K |
| Aug 18, 2026 | Beck Christophe | CHAIRMAN, PRESIDENT & CEO | SELL | 17,862 | $280.14 | $5.0M |
| Aug 11, 2026 | Cook Gregory B | Co-COO - Global Businesses | SELL | 4,567.424 | $285.13 | $1.3M |
| Aug 3, 2026 | Bradway Jennifer J | SVP & CORPORATE CONTROLLER | TAX W/H | 2,944.392 | $278.79 | $820.9K |
| Aug 3, 2026 | Bradway Jennifer J | SVP & CORPORATE CONTROLLER | EXERCISE | 6,457 | — | — |
| Jul 30, 2026 | Kirkland Scott D | CHIEF FINANCIAL OFFICER | EXERCISE | 3,972 | $117.73 | $467.6K |
| Jul 30, 2026 | Kirkland Scott D | CHIEF FINANCIAL OFFICER | SELL | 3,357 | $276.96 | $929.8K |
| Jun 30, 2026 | Gross Marion K. | Director | AWARD | 130.18 | — | — |
| Jun 30, 2026 | Althoff Judson | Director | AWARD | 130.18 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| May 15, 2026 | John Boozman | R | SENATE | SELL | $1,001 - $15,000 | Ecolab Inc | Jun 16, 2026(33d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Ecolab Inc | May 13, 2026(31d) |