Market Cap
$86.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Sep 25, 2026 | Wells Fargo | INITIATE | Overweight | 54% |
| Aug 28, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Aug 24, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Aug 14, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Aug 5, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 5, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 5, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 17, 2026 | JP Morgan | UPGRADE | Overweight | 55% |
| Jun 16, 2026 | DA Davidson | INITIATE | Neutral | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 16 | 10 | 1 | 0 | 68% | |
| Aug 1, 2026 | 7 | 16 | 10 | 1 | 0 | 68% | |
| Jul 1, 2026 | 7 | 16 | 10 | 1 | 0 | 68% | |
| Jun 1, 2026 | 6 | 16 | 11 | 1 | 0 | 65% | |
| May 1, 2026 | 6 | 17 | 11 | 1 | 0 | 66% | |
| Apr 1, 2026 | 6 | 17 | 11 | 1 | 0 | 66% | |
| Mar 1, 2026 | 5 | 18 | 11 | 1 | 0 | 66% | |
| Feb 1, 2026 | 5 | 19 | 10 | 1 | 0 | 69% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.84 | $1.61–$1.88 | 13.5% | -0.5% | 15↑ 2↓ | $5.1B | 22 |
| Next Q | $1.63 | $1.52–$1.71 | 11.4% | +0.5% | 6↑ 1↓ | $4.6B | 14 |
| Current FY | $6.56 | $6.51–$6.61 | 9.3% | +0.0% | 23↑ 0↓ | $18.9B | 28 |
| Next FY | $7.27 | $6.77–$7.53 | 10.8% | +0.3% | 24↑ 2↓ | $20.0B | 29 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.839 | — |
| 7d ago | $1.838 | +0.002 |
| 30d ago | $1.848 | -0.009 |
| 60d ago | $1.826 | +0.013 |
| 90d ago | $1.827 | +0.012 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 43,265,282 | $6.2B | 13.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 36,588,248 | $5.2B | 11.0% | — |
| STATE STREET CORP | 27,678,497 | $4.0B | 8.3% | — |
| BANK OF AMERICA CORP /DE/ | 18,366,373 | $2.6B | 5.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13,312,414 | $1.9B | 4.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 12,613,008 | $1.8B | 3.8% | — |
| MORGAN STANLEY | 12,010,701 | $1.7B | 3.6% | — |
| JPMORGAN CHASE & CO | 10,753,147 | $1.5B | 3.2% | TRIM -27.8% |
| WELLS FARGO & COMPANY/MN | 9,761,725 | $1.4B | 2.9% | — |
| Fisher Asset Management, LLC | 9,426,709 | $1.3B | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | TRIM | 14,883,944 | 10,753,147 | -27.8% | $1.5B |
| NORGES BANK | NEW | — | 7,512,591 | — | $1.1B |
| Bank of New York Mellon Corp | TRIM | 6,315,661 | 4,603,565 | -27.1% | $659.0M |
| Bank Julius Baer & Co. Ltd, Zurich | TRIM | 1,811,452 | 1,022,920 | -43.5% | $146.4M |
| Assenagon Asset Management S.A. | DOUBLED | 283,097 | 945,840 | +234.1% | $135.4M |
| CITIGROUP INC | ADD | 478,224 | 720,454 | +50.7% | $103.1M |
| Quantinno Capital Management LP | ADD | 467,877 | 714,706 | +52.8% | $102.3M |
| Point72 Asset Management, L.P. | NEW | — | 557,706 | — | $79.8M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | TRIM | 741,499 | 508,017 | -31.5% | $72.7M |
| CITADEL ADVISORS LLC | TRIM | 893,197 | 453,070 | -49.3% | $64.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 11, 2026 | Karsanbhai Surendralal Lanca | President & CEO | SELL | 9,650 | $161.91 | $1.6M |
| Aug 6, 2026 | Train Michael H. | SVP & Chief Sustain Officer | SELL | 7,329 | $158.99 | $1.2M |
| Aug 3, 2026 | Piazza Nicholas J. | Senior VP & CPO | TAX W/H | 1,453 | $152.51 | $221.6K |
| Aug 3, 2026 | Newstead Jennifer | Director | AWARD | 622 | — | — |
| Jun 1, 2026 | Krishnan Ram R. | Executive Vice Pres & COO | SELL | 11,500 | $141.22 | $1.6M |
| Apr 6, 2026 | Train Michael H. | SVP & Chief Sustain Officer | TAX W/H | 5,286 | $131.61 | $695.7K |
| Mar 10, 2026 | Karsanbhai Surendralal Lanca | President & CEO | SELL | 5,700 | $142.32 | $811.2K |
| Mar 9, 2026 | Krishnan Ram R. | Executive Vice Pres & COO | GIFT | 6,680 | — | — |
| Feb 10, 2026 | LEVATICH MATTHEW S | Director | SELL | 1,476 | $162.16 | $239.3K |
| Feb 9, 2026 | Piazza Nicholas J. | Senior VP & CPO | SELL | 6,703 | $159.07 | $1.1M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026 | Rich McCormick | R | HOUSE | SELL | $1,001 - $15,000 | Emerson Electric Co | Aug 17, 2026(19d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Emerson Electric Co | May 13, 2026(31d) |