Market Cap
$262.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Sep 28, 2026 | HSBC | MAINTAIN | Hold | 55% |
| Sep 25, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Sep 23, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 3, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 21, 2026 | HSBC | UPGRADE | Hold | 55% |
| Jul 17, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Jul 17, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 16, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 16, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 9 | 16 | 0 | 1 | 47% | |
| Aug 1, 2026 | 6 | 9 | 16 | 0 | 1 | 47% | |
| Jul 1, 2026 | 6 | 9 | 15 | 1 | 1 | 47% | |
| Jun 1, 2026 | 6 | 9 | 16 | 1 | 0 | 47% | |
| May 1, 2026 | 6 | 9 | 16 | 1 | 0 | 47% | |
| Apr 1, 2026 | 6 | 9 | 16 | 1 | 0 | 47% | |
| Mar 1, 2026 | 6 | 9 | 16 | 1 | 0 | 47% | |
| Feb 1, 2026 | 6 | 9 | 16 | 1 | 0 | 47% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $14.72 | $11.61–$18.34 | 20.2% | -10.4% | 16↑ 1↓ | $17.2B | 19 |
| Next Q | $15.38 | $12.79–$17.90 | 9.8% | -1.8% | 15↑ 2↓ | $17.0B | 18 |
| Current FY | $68.75 | $64.96–$74.79 | 34.0% | -2.8% | 21↑ 0↓ | $71.5B | 22 |
| Next FY | $73.17 | $66.29–$82.54 | 6.4% | -1.3% | 21↑ 0↓ | $73.1B | 22 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $14.720 | — |
| 7d ago | $15.390 | -0.669 |
| 30d ago | $16.426 | -1.706 |
| 60d ago | $16.426 | -1.706 |
| 90d ago | $14.088 | +0.632 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 23,900,376 | $24.2B | 13.5% | — |
| STATE STREET CORP | 18,830,464 | $19.0B | 10.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 18,425,670 | $18.6B | 10.4% | — |
| JPMORGAN CHASE & CO | 8,039,070 | $8.2B | 4.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,215,421 | $7.3B | 4.1% | — |
| MORGAN STANLEY | 7,030,974 | $7.1B | 4.0% | — |
| Fisher Asset Management, LLC | 6,964,113 | $7.0B | 3.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 6,948,585 | $7.0B | 3.9% | — |
| BANK OF AMERICA CORP /DE/ | 6,680,811 | $6.8B | 3.8% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,933,800 | $5.0B | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 2,595,205 | — | $2.6B |
| Capital World Investors | TRIM | 3,002,517 | 1,902,662 | -36.6% | $1.9B |
| CITIGROUP INC | ADD | 658,207 | 1,051,430 | +59.7% | $1.1B |
| Qube Research & Technologies Ltd | DOUBLED | 164,330 | 720,663 | +338.5% | $728.9M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | DOUBLED | 182,438 | 717,562 | +293.3% | $725.7M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 970,662 | 638,391 | -34.2% | $665.7M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 223,579 | 475,661 | +112.7% | $481.1M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | DOUBLED | 84,943 | 434,402 | +411.4% | $439.3M |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 183,484 | 401,556 | +118.9% | $405.6M |
| D. E. Shaw & Co., Inc. | DOUBLED | 3,672 | 299,500 | +8056.3% | $302.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | LESLIE ERICKA T | Chief Administrative Officer | SELL | 600 | $1,033.80 | $620.3K |
| Aug 4, 2026 | LESLIE ERICKA T | Chief Administrative Officer | SELL | 129 | $1,054.18 | $136.0K |
| Aug 4, 2026 | LESLIE ERICKA T | Chief Administrative Officer | SELL | 9 | $1,054.77 | $9.5K |
| Aug 4, 2026 | LESLIE ERICKA T | Chief Administrative Officer | SELL | 37 | $1,053.05 | $39.0K |
| Jul 15, 2026 | LESLIE ERICKA T | Chief Administrative Officer | SELL | 101 | $1,151.29 | $116.3K |
| Jul 15, 2026 | LESLIE ERICKA T | Chief Administrative Officer | SELL | 149 | $1,152.15 | $171.7K |
| Jul 15, 2026 | Flaherty Mark A. | Director | AWARD | 22 | — | — |
| Jul 15, 2026 | HESS JOHN B | Director | AWARD | 22 | — | — |
| Jul 15, 2026 | JOHNSON KEVIN R | Director | AWARD | 33 | — | — |
| Jul 15, 2026 | VINIAR DAVID A | Director | GIFT | 2,000 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 26, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | The Goldman Sachs Group Inc | Sep 11, 2026(17d) |
| Aug 19, 2026 | Dave McCormick | R | SENATE | BUY | $50,001 - $100,000 | The Goldman Sachs Group Inc | Aug 27, 2026(9d) |
| Aug 18, 2026 | Dave McCormick | R | SENATE | BUY | $250,001 - $500,000 | The Goldman Sachs Group Inc | Aug 27, 2026(10d) |
| Aug 17, 2026 | Dave McCormick | R | SENATE | BUY | $100,001 - $250,000 | The Goldman Sachs Group Inc | Aug 27, 2026(11d) |
| Aug 17, 2026 | Dave McCormick | R | SENATE | BUY | $100,001 - $250,000 | The Goldman Sachs Group Inc | Aug 27, 2026(11d) |
| Aug 12, 2026 | Dave McCormick | R | SENATE | BUY | $100,001 - $250,000 | The Goldman Sachs Group Inc | Aug 27, 2026(16d) |
| Aug 12, 2026 | Dave McCormick | R | SENATE | BUY | $100,001 - $250,000 | The Goldman Sachs Group Inc | Aug 27, 2026(16d) |
| Aug 11, 2026 | Dave McCormick | R | SENATE | BUY | $100,001 - $250,000 | The Goldman Sachs Group Inc | Aug 27, 2026(17d) |
| Aug 10, 2026 | Dave McCormick | R | SENATE | BUY | $100,001 - $250,000 | The Goldman Sachs Group Inc | Aug 27, 2026(18d) |
| Aug 10, 2026 | Dave McCormick | R | SENATE | BUY | $250,001 - $500,000 | The Goldman Sachs Group Inc | Aug 27, 2026(18d) |