Market Cap
$20.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 18, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Sep 14, 2026 | Jefferies | MAINTAIN | Hold | 53% |
| Sep 3, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Sep 2, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Sep 1, 2026 | B of A Securities | DOWNGRADE | Neutral | 54% |
| Sep 1, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 31, 2026 | Mizuho | DOWNGRADE | Neutral | 52% |
| Aug 26, 2026 | Argus Research | DOWNGRADE | Hold | 54% |
| Aug 21, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Aug 4, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 2 | 12 | 7 | 2 | 16% | |
| Aug 1, 2026 | 4 | 5 | 9 | 3 | 1 | 41% | |
| Jul 1, 2026 | 4 | 6 | 8 | 3 | 1 | 45% | |
| Jun 1, 2026 | 4 | 6 | 8 | 3 | 1 | 45% | |
| May 1, 2026 | 4 | 6 | 8 | 3 | 1 | 45% | |
| Apr 1, 2026 | 4 | 7 | 6 | 3 | 1 | 52% | |
| Mar 1, 2026 | 4 | 7 | 7 | 3 | 0 | 52% | |
| Feb 1, 2026 | 4 | 8 | 6 | 3 | 0 | 57% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.84 | $1.67–$2.03 | -21.2% | -4.5% | 0↑ 2↓ | $5.5B | 6 |
| Next Q | $1.36 | $1.13–$1.54 | -27.2% | +0.1% | 0↑ 3↓ | $4.9B | 6 |
| Current FY | $6.12 | $6.05–$6.23 | -6.5% | -0.1% | 3↑ 1↓ | $19.1B | 14 |
| Next FY | $6.50 | $6.41–$6.61 | 6.2% | -0.1% | 2↑ 1↓ | $19.7B | 14 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.844 | — |
| 7d ago | $1.844 | — |
| 30d ago | $1.931 | -0.087 |
| 60d ago | $1.958 | -0.114 |
| 90d ago | $1.971 | -0.127 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 44,867,854 | $3.3B | 15.5% | — |
| STATE STREET CORP | 36,146,533 | $2.7B | 12.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 25,114,526 | $1.9B | 8.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 23,216,874 | $1.7B | 8.0% | — |
| AQR CAPITAL MANAGEMENT LLC | 18,694,105 | $1.4B | 6.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 14,002,409 | $1.1B | 5.1% | — |
| GOLDMAN SACHS GROUP INC | 6,762,077 | $503.4M | 2.3% | — |
| NORTHERN TRUST CORP | 6,081,615 | $452.8M | 2.1% | — |
| NORGES BANK | 5,621,023 | $418.5M | 1.9% | NEW |
| Invesco Ltd. | 5,613,434 | $417.9M | 1.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 5,621,023 | — | $418.5M |
| UBS Group AG | ADD | 2,870,400 | 4,325,522 | +50.7% | $322.0M |
| Amundi | ADD | 2,811,490 | 3,570,726 | +27.0% | $265.8M |
| Clearbridge Investments, LLC | ADD | 2,108,552 | 2,808,636 | +33.2% | $209.1M |
| Swedbank AB | ADD | 2,073,181 | 2,595,793 | +25.2% | $193.3M |
| JPMORGAN CHASE & CO | TRIM | 2,844,409 | 2,108,757 | -25.9% | $159.1M |
| ONTARIO TEACHERS PENSION PLAN BOARD | NEW | — | 1,471,725 | — | $109.6M |
| Bridgewater Associates, LP | DOUBLED | 140,761 | 1,234,614 | +777.1% | $91.9M |
| MACKENZIE FINANCIAL CORP | ADD | 634,337 | 1,062,311 | +67.5% | $79.1M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | TRIM | 1,628,462 | 1,035,185 | -36.4% | $77.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 13, 2026 | Taylor Peter J. | Director | SELL | 500 | $75.40 | $37.7K |
| Apr 23, 2026 | Hardwick M Susan | Director | AWARD | 2,737 | — | — |
| Apr 23, 2026 | Granholm Jennifer M | Director | AWARD | 2,737 | — | — |
| Apr 23, 2026 | Beliveau-Dunn Jeanne | Director | AWARD | 2,737 | — | — |
| Apr 23, 2026 | Reed Marcy L. | Director | AWARD | 2,737 | — | — |
| Apr 23, 2026 | STUNTZ LINDA G | Director | AWARD | 2,737 | — | — |
| Apr 23, 2026 | Trent Keith | Director | AWARD | 2,737 | — | — |
| Apr 23, 2026 | Camunez Michael C | Director | AWARD | 2,737 | — | — |
| Apr 23, 2026 | Taylor Peter J. | Director | AWARD | 2,844 | — | — |
| Apr 23, 2026 | Morris James T | Director | AWARD | 2,737 | — | — |