Market Cap
$23.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Sep 9, 2026 | Jefferies | INITIATE | Buy | 53% |
| Aug 17, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Aug 7, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 7, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 7, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 29, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Jul 28, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Jul 21, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 6, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 11 | 1 | 0 | 0 | 94% | |
| Aug 1, 2026 | 6 | 11 | 1 | 0 | 0 | 94% | |
| Jul 1, 2026 | 6 | 11 | 1 | 0 | 0 | 94% | |
| Jun 1, 2026 | 6 | 11 | 1 | 0 | 0 | 94% | |
| May 1, 2026 | 6 | 11 | 1 | 0 | 0 | 94% | |
| Apr 1, 2026 | 6 | 11 | 1 | 0 | 0 | 94% | |
| Mar 1, 2026 | 6 | 10 | 1 | 0 | 0 | 94% | |
| Feb 1, 2026 | 6 | 10 | 1 | 0 | 0 | 94% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.51 | $0.42–$0.60 | 75.9% | +0.6% | 2↑ 2↓ | $1.2B | 6 |
| Next Q | $0.88 | $0.74–$0.98 | 133.3% | +2.3% | 4↑ 0↓ | $1.9B | 6 |
| Current FY | $1.61 | $1.31–$1.75 | -27.9% | +1.7% | 3↑ 0↓ | $4.7B | 6 |
| Next FY | $1.96 | $1.72–$2.35 | 21.5% | +4.2% | 1↑ 3↓ | $5.3B | 6 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.515 | — |
| 7d ago | $0.512 | +0.003 |
| 30d ago | $0.512 | +0.003 |
| 60d ago | $0.552 | -0.037 |
| 90d ago | $0.559 | -0.044 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 13,900,445 | $1.3B | 9.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 9,751,215 | $927.7M | 6.5% | — |
| Jupiter Topco LLC | 9,066,013 | $862.5M | 6.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,901,106 | $846.9M | 5.9% | — |
| PRINCIPAL FINANCIAL GROUP INC | 7,996,585 | $760.8M | 5.3% | — |
| MORGAN STANLEY | 7,665,693 | $729.3M | 5.1% | — |
| BANK OF AMERICA CORP /DE/ | 6,216,740 | $591.5M | 4.1% | ADD +36.3% |
| STATE STREET CORP | 5,320,410 | $506.2M | 3.5% | — |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5,311,086 | $505.3M | 3.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | ADD | 4,561,809 | 6,216,740 | +36.3% | $591.5M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | ADD | 3,433,167 | 4,530,676 | +32.0% | $431.0M |
| JENNISON ASSOCIATES LLC | NEW | — | 3,945,767 | — | $375.4M |
| Amundi | DOUBLED | 759,738 | 2,428,390 | +219.6% | $231.0M |
| MILLENNIUM MANAGEMENT LLC | ADD | 1,395,291 | 2,326,471 | +66.7% | $221.3M |
| Point72 Asset Management, L.P. | ADD | 1,686,063 | 2,163,688 | +28.3% | $205.9M |
| CITADEL ADVISORS LLC | ADD | 1,206,591 | 1,877,790 | +55.6% | $178.7M |
| NORGES BANK | NEW | — | 1,846,371 | — | $175.7M |
| Select Equity Group, L.P. | ADD | 1,262,695 | 1,598,060 | +26.6% | $152.0M |
| Allspring Global Investments Holdings, LLC | DOUBLED | 2,273 | 1,395,909 | +61312.6% | $137.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 15, 2026 | Wilm Renee L | Chief Legal/Admin Officer | SELL | 11,597 | $90.09 | $1.0M |
| May 27, 2026 | CAREY CHASE | Director | EXERCISE | 100,000 | $28.00 | $2.8M |
| May 27, 2026 | CAREY CHASE | Director | SELL | 1,454 | $91.12 | $132.5K |
| May 27, 2026 | CAREY CHASE | Director | SELL | 98,546 | $90.27 | $8.9M |
| Mar 30, 2026 | MALONE JOHN C | 10%+ Owner | SELL | 250,000 | $5.14 | $1.3M |
| Mar 5, 2026 | Wendling Brian J | CAO/PFO | TAX W/H | 4,002 | $85.48 | $342.1K |
| Mar 5, 2026 | Wilm Renee L | Chief Legal/Admin Officer | TAX W/H | 7,791 | $85.48 | $666.0K |
| Feb 4, 2026 | Wendling Brian J | CAO/PFO | AWARD | 9,127 | — | — |
| Feb 4, 2026 | Wilm Renee L | Chief Legal/Admin Officer | AWARD | 17,808 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 25, 2026 | April McClain Delaney | D | HOUSE | SELL | $100,001 - $250,000 | Formula One Group - The Liberty Media Group | Sep 10, 2026(17d) |
| Aug 24, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | Formula One Group - The Liberty Media Group | Sep 10, 2026(18d) |
| Aug 7, 2026 | April McClain Delaney | D | HOUSE | BUY | $15,001 - $50,000 | Formula One Group - The Liberty Media Group | Sep 10, 2026(35d) |
| Aug 3, 2026 | April McClain Delaney | D | HOUSE | BUY | $15,001 - $50,000 | Formula One Group - The Liberty Media Group | Sep 10, 2026(39d) |
| Jul 31, 2026 | April McClain Delaney | D | HOUSE | BUY | $15,001 - $50,000 | Formula One Group - The Liberty Media Group | Aug 4, 2026(5d) |
| Jul 29, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | Formula One Group - The Liberty Media Group | Aug 4, 2026(7d) |
| Jul 28, 2026 | April McClain Delaney | D | HOUSE | BUY | $15,001 - $50,000 | Formula One Group - The Liberty Media Group | Aug 4, 2026(8d) |
| Jul 24, 2026 | April McClain Delaney | D | HOUSE | BUY | $15,001 - $50,000 | Formula One Group - The Liberty Media Group | Aug 4, 2026(12d) |
| Jul 23, 2026 | April McClain Delaney | D | HOUSE | BUY | $15,001 - $50,000 | Formula One Group - The Liberty Media Group | Aug 4, 2026(13d) |
| Jul 22, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | Formula One Group - The Liberty Media Group | Aug 4, 2026(14d) |