Market Cap
$17.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | Deutsche Bank | MAINTAIN | Hold | 58% |
| Sep 25, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Sep 11, 2026 | Piper Sandler | INITIATE | Neutral | 54% |
| Aug 26, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 25, 2026 | Wolfe Research | MAINTAIN | Outperform | 52% |
| Aug 25, 2026 | Wells Fargo | DOWNGRADE | Equal-Weight | 54% |
| Aug 10, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Aug 5, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 5, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 5, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 12 | 15 | 1 | 0 | 52% | |
| Aug 1, 2026 | 5 | 14 | 12 | 1 | 0 | 59% | |
| Jul 1, 2026 | 5 | 14 | 10 | 1 | 0 | 63% | |
| Jun 1, 2026 | 6 | 14 | 10 | 1 | 0 | 65% | |
| May 1, 2026 | 7 | 13 | 10 | 1 | 0 | 65% | |
| Apr 1, 2026 | 7 | 13 | 10 | 1 | 0 | 65% | |
| Mar 1, 2026 | 8 | 12 | 11 | 1 | 0 | 63% | |
| Feb 1, 2026 | 7 | 13 | 11 | 1 | 0 | 63% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.60 | $1.58–$1.62 | 6.1% | +0.0% | 1↑ 21↓ | $3.4B | 25 |
| Next Q | $1.76 | $1.72–$1.80 | 4.6% | +0.0% | 0↑ 22↓ | $3.6B | 24 |
| Current FY | $6.19 | $6.12–$6.26 | 7.7% | +0.0% | 1↑ 26↓ | $13.7B | 29 |
| Next FY | $6.70 | $6.41–$6.97 | 8.1% | -0.0% | 0↑ 27↓ | $14.3B | 29 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.603 | — |
| 7d ago | $1.603 | — |
| 30d ago | $1.602 | +0.001 |
| 60d ago | $1.648 | -0.046 |
| 90d ago | $1.649 | -0.047 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| DODGE & COX | 49,069,080 | $1.9B | 11.8% | — |
| BlackRock, Inc. | 44,501,041 | $1.7B | 10.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 33,739,392 | $1.3B | 8.1% | — |
| JPMORGAN CHASE & CO | 26,586,116 | $1.0B | 6.3% | TRIM -29.5% |
| STATE STREET CORP | 25,808,254 | $1.0B | 6.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 24,218,064 | $941.6M | 5.8% | — |
| Capital World Investors | 20,869,385 | $811.4M | 5.0% | NEW |
| Capital Research Global Investors | 18,116,664 | $704.4M | 4.3% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 16,314,341 | $634.2M | 3.9% | ADD +32.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 14,270,888 | $552.7M | 3.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | TRIM | 37,720,222 | 26,586,116 | -29.5% | $1.0B |
| Capital World Investors | NEW | — | 20,869,385 | — | $811.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 12,294,730 | 16,314,341 | +32.7% | $634.2M |
| FULLER & THALER ASSET MANAGEMENT, INC. | DOUBLED | 2,948,076 | 11,134,748 | +277.7% | $432.9M |
| NORGES BANK | NEW | — | 7,902,808 | — | $307.3M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | ADD | 3,217,587 | 6,179,887 | +92.1% | $240.3M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 2,247,828 | 4,871,052 | +116.7% | $189.4M |
| FMR LLC | ADD | 3,014,423 | 4,086,167 | +35.6% | $158.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 3,015,663 | 4,054,813 | +34.5% | $157.7M |
| UBS Group AG | ADD | 2,285,053 | 3,889,725 | +70.2% | $151.2M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 21, 2026 | Keller Charles H. | Chief Legal Officer | AWARD | 1,367 | — | — |
| Aug 5, 2026 | Keller Charles H. | Chief Legal Officer | AWARD | 7,106 | — | — |
| Aug 5, 2026 | Duet Donald Joseph | Chief Technology Officer | AWARD | 9,478 | — | — |
| Jul 15, 2026 | Goldstein Jeffrey A | Director | BUY | 1,386 | $41.39 | $57.4K |
| Jun 15, 2026 | Chakravarthy Anil | Director | AWARD | 5,485 | — | — |
| Jun 15, 2026 | Hook Lisa | Director | AWARD | 5,485 | — | — |
| Jun 15, 2026 | Lauer Gary L | Director | AWARD | 5,485 | — | — |
| Jun 15, 2026 | Stallings James B JR | Director | AWARD | 5,485 | — | — |
| Jun 15, 2026 | Goldstein Jeffrey A | Director | AWARD | 8,036 | — | — |
| Jun 15, 2026 | Gibson Kourtney | Director | AWARD | 5,485 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 10, 2026 | Dan Newhouse | R | HOUSE | BUY | $1,001 - $15,000 | Fidelity National Information Services Inc | Jul 20, 2026(11d) |
| Jun 16, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Fidelity National Information Services Inc | Jul 3, 2026(18d) |
| Mar 13, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Fidelity National Information Services Inc | Apr 8, 2026(27d) |
| Feb 10, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Fidelity National Information Services Inc | Mar 10, 2026(29d) |