Market Cap
$67.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 14, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 28, 2026 | Tigress Financial | MAINTAIN | Strong Buy | 59% |
| Jul 27, 2026 | Jefferies | UPGRADE | Buy | 53% |
| Jul 22, 2026 | Wells Fargo | MAINTAIN | Underweight | 54% |
| Jul 22, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 22, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 22, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Jul 22, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 22, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 22, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 11 | 19 | 7 | 1 | 0 | 79% | |
| Aug 1, 2026 | 11 | 19 | 7 | 2 | 0 | 77% | |
| Jul 1, 2026 | 10 | 19 | 8 | 2 | 0 | 74% | |
| Jun 1, 2026 | 10 | 19 | 8 | 2 | 0 | 74% | |
| May 1, 2026 | 10 | 19 | 8 | 2 | 0 | 74% | |
| Apr 1, 2026 | 10 | 18 | 8 | 2 | 0 | 74% | |
| Mar 1, 2026 | 8 | 18 | 9 | 2 | 0 | 70% | |
| Feb 1, 2026 | 8 | 18 | 9 | 2 | 0 | 70% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.60 | $3.28–$4.34 | 28.5% | +1.5% | 14↑ 2↓ | $48.5B | 15 |
| Next Q | $2.82 | $2.19–$4.39 | 12.4% | +2.6% | 3↑ 13↓ | $45.5B | 15 |
| Current FY | $13.51 | $11.92–$15.25 | 27.5% | +0.9% | 19↑ 1↓ | $185.8B | 22 |
| Next FY | $15.05 | $13.02–$16.71 | 11.4% | +1.4% | 19↑ 2↓ | $190.2B | 22 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.597 | — |
| 7d ago | $3.564 | +0.033 |
| 30d ago | $3.543 | +0.053 |
| 60d ago | $3.543 | +0.053 |
| 90d ago | $3.224 | +0.372 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 77,309,218 | $6.0B | 13.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 58,893,656 | $4.5B | 10.2% | — |
| STATE STREET CORP | 44,441,119 | $3.4B | 7.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 37,937,650 | $2.9B | 6.6% | — |
| FRANKLIN RESOURCES INC | 31,303,928 | $2.4B | 5.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 21,810,186 | $1.7B | 3.8% | — |
| FMR LLC | 19,129,294 | $1.5B | 3.3% | ADD +26.6% |
| Capital World Investors | 18,507,461 | $1.4B | 3.2% | — |
| D. E. Shaw & Co., Inc. | 15,000,837 | $1.2B | 2.6% | — |
| DIMENSIONAL FUND ADVISORS LP | 14,096,812 | $1.1B | 2.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 15,108,705 | 19,129,294 | +26.6% | $1.5B |
| NORGES BANK | NEW | — | 13,212,040 | — | $1.0B |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 2,386,253 | 5,786,749 | +142.5% | $446.0M |
| VIKING GLOBAL INVESTORS LP | TRIM | 9,176,943 | 5,005,833 | -45.5% | $385.8M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | ADD | 2,426,480 | 3,450,349 | +42.2% | $266.0M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 4,473,755 | 3,196,929 | -28.5% | $246.4M |
| AMERICAN CENTURY COMPANIES INC | ADD | 2,492,165 | 3,171,765 | +27.3% | $244.5M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 2,116,821 | 2,989,918 | +41.2% | $230.5M |
| PANAGORA ASSET MANAGEMENT INC | ADD | 1,888,189 | 2,400,201 | +27.1% | $185.0M |
| JANE STREET GROUP, LLC | TRIM | 3,318,494 | 2,217,937 | -33.2% | $171.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 3, 2026 | DIXTON GRANT MICHAEL | Executive Vice President | SELL | 40,000 | $88.44 | $3.5M |
| Jul 30, 2026 | DIXTON GRANT MICHAEL | Executive Vice President | EXERCISE | 79,132 | — | — |
| Jul 30, 2026 | DIXTON GRANT MICHAEL | Executive Vice President | TAX W/H | 35,056 | $88.40 | $3.1M |
| Jul 29, 2026 | Anderson Sterling | Exective Vice President | TAX W/H | 48,820 | $89.40 | $4.4M |
| Jul 29, 2026 | Anderson Sterling | Exective Vice President | EXERCISE | 95,951 | — | — |
| Jul 28, 2026 | Hatto Christopher | Vice President & CAO | SELL | 6,895 | $90.00 | $620.5K |
| Jul 28, 2026 | Reuss Mark L | President | EXERCISE | 71,079 | $49.46 | $3.5M |
| Jul 28, 2026 | Barra Mary T | Chair & CEO | EXERCISE | 91,843 | $41.40 | $3.8M |
| Jul 28, 2026 | Barra Mary T | Chair & CEO | SELL | 69,564 | $90.38 | $6.3M |
| Jul 28, 2026 | Barra Mary T | Chair & CEO | SELL | 91,843 | $90.38 | $8.3M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | General Motors Co | May 13, 2026(31d) |
| Jan 7, 2026 | Thomas Kean Jr | R | HOUSE | SELL | $1,001 - $15,000 | General Motors Co | Feb 20, 2026(45d) |