Market Cap
$25.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 18, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 21, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 31, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 20, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jun 11, 2026 | UBS | MAINTAIN | Neutral | 55% |
| May 15, 2026 | TD Cowen | UPGRADE | Buy | 56% |
| Apr 21, 2026 | Jefferies | MAINTAIN | Hold | 53% |
| Apr 17, 2026 | TD Cowen | INITIATE | Hold | 56% |
| Apr 8, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 11 | 8 | 0 | 0 | 67% | |
| Aug 1, 2026 | 5 | 11 | 9 | 0 | 0 | 64% | |
| Jul 1, 2026 | 5 | 11 | 9 | 0 | 0 | 64% | |
| Jun 1, 2026 | 5 | 11 | 9 | 0 | 0 | 64% | |
| May 1, 2026 | 6 | 10 | 10 | 0 | 0 | 62% | |
| Apr 1, 2026 | 6 | 10 | 9 | 0 | 0 | 64% | |
| Mar 1, 2026 | 6 | 10 | 9 | 0 | 0 | 64% | |
| Feb 1, 2026 | 6 | 10 | 9 | 0 | 0 | 64% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.93 | $0.81–$1.00 | 12.0% | -0.9% | 6↑ 1↓ | $4.3B | 8 |
| Next Q | $0.59 | $0.49–$0.68 | 11.0% | +0.9% | 5↑ 1↓ | $4.1B | 8 |
| Current FY | $2.73 | $2.70–$2.78 | 7.2% | +0.0% | 4↑ 1↓ | $16.1B | 14 |
| Next FY | $2.95 | $2.89–$2.98 | 7.9% | +0.0% | 4↑ 2↓ | $16.9B | 15 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.930 | — |
| 7d ago | $0.929 | +0.001 |
| 30d ago | $0.938 | -0.008 |
| 60d ago | $0.908 | +0.022 |
| 90d ago | $0.895 | +0.035 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Capital World Investors | 77,819,842 | $3.7B | 17.7% | — |
| BlackRock, Inc. | 49,761,796 | $2.4B | 11.3% | — |
| STATE STREET CORP | 40,609,713 | $1.9B | 9.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 34,887,224 | $1.7B | 7.9% | — |
| Blackstone Inc. | 28,832,099 | $1.4B | 6.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 28,437,695 | $1.4B | 6.5% | — |
| Boston Partners | 18,467,247 | $879.4M | 4.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 13,974,388 | $661.7M | 3.2% | — |
| Invesco Ltd. | 11,979,418 | $569.5M | 2.7% | — |
| Allspring Global Investments Holdings, LLC | 10,856,482 | $511.0M | 2.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | TRIM | 10,194,994 | 3,116,540 | -69.4% | $148.2M |
| BARCLAYS PLC | ADD | 1,823,544 | 2,782,180 | +52.6% | $132.3M |
| UBS Group AG | TRIM | 3,484,609 | 2,430,321 | -30.3% | $115.5M |
| FMR LLC | TRIM | 3,514,044 | 2,245,838 | -36.1% | $106.8M |
| MARSHALL WACE, LLP | DOUBLED | 46,809 | 1,731,950 | +3600.0% | $82.3M |
| HSBC HOLDINGS PLC | ADD | 858,499 | 1,141,365 | +32.9% | $54.3M |
| Qube Research & Technologies Ltd | DOUBLED | 118,601 | 902,801 | +661.2% | $42.9M |
| Squarepoint Ops LLC | ADD | 603,781 | 812,914 | +34.6% | $38.6M |
| MACKENZIE FINANCIAL CORP | ADD | 612,721 | 776,001 | +26.6% | $36.9M |
| Quantinno Capital Management LP | ADD | 467,800 | 733,335 | +56.8% | $34.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 1, 2026 | Croom Jana T | Director | AWARD | 898 | — | — |
| Jul 1, 2026 | DEMETRIOU STEVEN J. | Director | AWARD | 898 | — | — |
| Jul 1, 2026 | Hicks Lisa Winston | Director | AWARD | 898 | — | — |
| Jul 1, 2026 | ONEIL JAMES F | Director | AWARD | 898 | — | — |
| Jul 1, 2026 | KALETA PAUL J | Director | AWARD | 898 | — | — |
| Jul 1, 2026 | Turner Leslie M | Director | AWARD | 898 | — | — |
| Jul 1, 2026 | SOMERHALDER JOHN W II | Director | AWARD | 898 | $47.30 | $42.5K |
| Jun 1, 2026 | TIERNEY BRIAN X | Chairman, President and CEO | TAX W/H | 16,991 | $45.90 | $779.9K |
| Apr 1, 2026 | Croom Jana T | Director | AWARD | 837 | — | — |
| Apr 1, 2026 | Hicks Lisa Winston | Director | AWARD | 837 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 10, 2026 | Dan Newhouse | R | HOUSE | BUY | $1,001 - $15,000 | FirstEnergy Corp | Jul 20, 2026(11d) |