Market Cap
$40.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 6, 2026 | UBS | DOWNGRADE | Neutral | 55% |
| Aug 4, 2026 | B of A Securities | UPGRADE | Buy | 54% |
| Jul 14, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jun 26, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| May 28, 2026 | UBS | MAINTAIN | Buy | 55% |
| May 4, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Apr 20, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 11 | 5 | 0 | 0 | 76% | |
| Aug 1, 2026 | 4 | 14 | 3 | 0 | 0 | 86% | |
| Jul 1, 2026 | 4 | 14 | 3 | 0 | 0 | 86% | |
| Jun 1, 2026 | 4 | 14 | 3 | 0 | 0 | 86% | |
| May 1, 2026 | 4 | 14 | 3 | 0 | 0 | 86% | |
| Apr 1, 2026 | 4 | 13 | 3 | 0 | 0 | 85% | |
| Mar 1, 2026 | 4 | 13 | 3 | 0 | 0 | 85% | |
| Feb 1, 2026 | 4 | 13 | 3 | 0 | 0 | 85% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.99 | $0.94–$1.05 | 13.5% | -5.4% | 1↑ 1↓ | $229.3B | 3 |
| Next Q | $1.40 | $1.24–$1.57 | 43.4% | -1.3% | 2↑ 0↓ | $236.9B | 2 |
| Current FY | $5.47 | $4.14–$6.12 | 91.3% | -8.9% | 1↑ 1↓ | $900.6B | 5 |
| Next FY | $5.18 | $4.77–$5.64 | -5.2% | -0.3% | 0↑ 2↓ | $971.9B | 6 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.994 | — |
| 7d ago | $1.024 | -0.030 |
| 30d ago | $1.050 | -0.056 |
| 60d ago | $1.052 | -0.058 |
| 90d ago | $1.112 | -0.118 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| First Eagle Investment Management, LLC | 13,008,276 | $1.7B | 23.7% | — |
| ROYAL BANK OF CANADA | 6,248,348 | $799.2M | 11.4% | — |
| HARDING LOEVNER LP | 5,383,731 | $688.7M | 9.8% | — |
| FMR LLC | 3,557,426 | $455.0M | 6.5% | — |
| Nuveen, LLC | 2,906,085 | $371.7M | 5.3% | — |
| BAILLIE GIFFORD & CO | 2,674,055 | $342.0M | 4.9% | — |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 2,245,691 | $294.6M | 4.2% | — |
| Robeco Institutional Asset Management B.V. | 2,086,672 | $266.9M | 3.8% | ADD +98.1% |
| Invesco Ltd. | 1,556,766 | $199.1M | 2.8% | ADD +33.1% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Robeco Institutional Asset Management B.V. | ADD | 1,053,165 | 2,086,672 | +98.1% | $266.9M |
| HARRIS ASSOCIATES L P | TRIM | 2,243,620 | 1,541,584 | -31.3% | $197.2M |
| Connor, Clark & Lunn Investment Management Ltd. | DOUBLED | 166,009 | 850,830 | +412.5% | $108.8M |
| SEI INVESTMENTS CO | DOUBLED | 236,168 | 513,784 | +117.6% | $65.7M |
| EXCHANGE TRADED CONCEPTS, LLC | ADD | 376,897 | 486,140 | +29.0% | $62.2M |
| Ninety One UK Ltd | NEW | — | 482,079 | — | $61.7M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 136,842 | 299,632 | +119.0% | $38.3M |
| Capital Wealth Planning, LLC | ADD | 154,363 | 259,225 | +67.9% | $33.2M |
| NEW YORK STATE COMMON RETIREMENT FUND | ADD | 146,691 | 256,371 | +74.8% | $32.8M |
| AMERICAN CENTURY COMPANIES INC | ADD | 178,859 | 250,280 | +39.9% | $32.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 11, 2026 | KAHN MICHAEL DAVID | Director | BUY | 2,100 | $118.13 | $248.1K |
| Jun 10, 2026 | Spas Montesinos Constantino | Americas & Mobility Division | SELL | 7,481 | $12.38 | $92.6K |
| Mar 27, 2026 | garza garza Alfonso | Director | SELL | 52,311 | $11.19 | $585.3K |
| Mar 26, 2026 | garza garza Alfonso | Director | SELL | 52,316 | $11.04 | $577.7K |
| Mar 25, 2026 | garza garza Alfonso | Director | SELL | 52,316 | $11.07 | $579.0K |
| Mar 24, 2026 | garza garza Alfonso | Director | SELL | 52,316 | $10.79 | $564.5K |
| Mar 23, 2026 | garza garza Alfonso | Director | SELL | 52,316 | $10.31 | $539.2K |
| Mar 20, 2026 | garza garza Alfonso | Director | SELL | 52,316 | $10.26 | $536.9K |
| Mar 19, 2026 | garza garza Alfonso | Director | SELL | 52,316 | $10.56 | $552.4K |
| Mar 18, 2026 | garza garza Alfonso | Director | SELL | 52,316 | $10.60 | $554.4K |