Market Cap
$24.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | B. Riley Securities | MAINTAIN | Neutral | 54% |
| Sep 3, 2026 | TD Cowen | REITERATE | Hold | 56% |
| Aug 31, 2026 | Cantor Fitzgerald | REITERATE | Neutral | 49% |
| Aug 20, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Aug 7, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 7, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Aug 7, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 7, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 7, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Aug 7, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 10 | 27 | 2 | 0 | 33% | |
| Aug 1, 2026 | 4 | 10 | 27 | 2 | 0 | 33% | |
| Jul 1, 2026 | 4 | 10 | 26 | 2 | 0 | 33% | |
| Jun 1, 2026 | 4 | 10 | 28 | 1 | 0 | 33% | |
| May 1, 2026 | 4 | 11 | 27 | 1 | 0 | 35% | |
| Apr 1, 2026 | 4 | 11 | 25 | 1 | 0 | 37% | |
| Mar 1, 2026 | 4 | 10 | 27 | 1 | 0 | 33% | |
| Feb 1, 2026 | 6 | 10 | 25 | 1 | 0 | 38% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.72 | $1.64–$1.88 | -15.9% | -0.4% | 0↑ 24↓ | $4.8B | 29 |
| Next Q | $1.90 | $1.78–$2.02 | -4.4% | +0.3% | 0↑ 24↓ | $5.1B | 27 |
| Current FY | $7.25 | $7.04–$7.37 | -16.1% | -0.3% | 0↑ 31↓ | $19.6B | 34 |
| Next FY | $8.02 | $7.43–$9.04 | 10.8% | -1.1% | 0↑ 31↓ | $20.3B | 36 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.716 | — |
| 7d ago | $1.718 | -0.003 |
| 30d ago | $1.723 | -0.008 |
| 60d ago | $2.159 | -0.443 |
| 90d ago | $2.161 | -0.446 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| DODGE & COX | 50,194,946 | $2.5B | 13.3% | — |
| BlackRock, Inc. | 42,399,822 | $2.1B | 11.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 33,107,969 | $1.6B | 8.8% | — |
| STATE STREET CORP | 23,830,685 | $1.2B | 6.3% | — |
| HARRIS ASSOCIATES L P | 22,210,980 | $1.1B | 5.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 20,826,784 | $1.0B | 5.5% | — |
| Capital World Investors | 16,822,013 | $825.1M | 4.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 15,250,513 | $760.4M | 4.1% | — |
| First Eagle Investment Management, LLC | 10,857,773 | $532.6M | 2.9% | ADD +44.9% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 10,469,503 | $513.5M | 2.8% | ADD +79.4% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | ADD | 7,495,234 | 10,857,773 | +44.9% | $532.6M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | ADD | 5,835,003 | 10,469,503 | +79.4% | $513.5M |
| FMR LLC | ADD | 5,505,295 | 9,279,407 | +68.6% | $455.2M |
| NORGES BANK | NEW | — | 6,768,394 | — | $332.0M |
| Amundi | TRIM | 6,048,759 | 4,136,087 | -31.6% | $202.9M |
| UBS Group AG | TRIM | 3,573,920 | 2,435,413 | -31.9% | $119.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 1,389,692 | 2,367,088 | +70.3% | $116.1M |
| MARSHALL WACE, LLP | DOUBLED | 656,144 | 1,487,668 | +126.7% | $73.0M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 668,227 | 1,116,727 | +67.1% | $54.8M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | NEW | — | 1,031,528 | — | $50.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Yarkoni Charlotte | Director | AWARD | 748 | $45.18 | $33.8K |
| Sep 30, 2026 | Shedlin Gary | Director | AWARD | 886 | $45.18 | $40.0K |
| Sep 30, 2026 | Nixon Gordon M. | Director | AWARD | 1,107 | $45.18 | $50.0K |
| Sep 30, 2026 | Mamilli Wafaa | Director | AWARD | 858 | $45.18 | $38.8K |
| Sep 30, 2026 | Gopal Ajei | Director | AWARD | 831 | $45.18 | $37.5K |
| Sep 30, 2026 | FRITZ LANCE M | Director | AWARD | 858 | $45.18 | $38.8K |
| Sep 30, 2026 | Dufetel Celine S | Director | AWARD | 775 | $45.18 | $35.0K |
| Sep 30, 2026 | DiSimone Harry | Director | AWARD | 775 | $45.18 | $35.0K |
| Sep 30, 2026 | DE CASTRO HENRIQUE | Director | AWARD | 720 | $45.18 | $32.5K |
| Sep 30, 2026 | COHEN STEPHANIE | Director | AWARD | 775 | $45.18 | $35.0K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Fiserv Inc | Sep 7, 2026(29d) |
| Jan 29, 2026 | John Boozman | R | SENATE | SELL | $1,001 - $15,000 | Fiserv Inc | Feb 15, 2026(18d) |
| Nov 21, 2025 | John Boozman | R | SENATE | SELL | $1,001 - $15,000 | Fiserv Inc | Aug 24, 2026(277d) |
| Oct 3, 2025 | Julie Johnson | D | HOUSE | SELL | $1,001 - $15,000 | Fiserv Inc | Aug 6, 2026(308d) |
| Oct 3, 2025 | Julie Johnson | D | HOUSE | BUY | $1,001 - $15,000 | Fiserv Inc | Aug 6, 2026(308d) |