Market Cap
$26.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 14, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 27, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 23, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Jul 22, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 22, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 22, 2026 | Freedom Broker | UPGRADE | Hold | 66% |
| Jul 22, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 22, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 14, 2026 | Piper Sandler | UPGRADE | Overweight | 54% |
| Jul 8, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 18 | 7 | 1 | 0 | 76% | |
| Aug 1, 2026 | 8 | 18 | 7 | 1 | 0 | 76% | |
| Jul 1, 2026 | 8 | 17 | 6 | 2 | 0 | 76% | |
| Jun 1, 2026 | 8 | 17 | 6 | 2 | 0 | 76% | |
| May 1, 2026 | 8 | 16 | 7 | 2 | 0 | 73% | |
| Apr 1, 2026 | 7 | 16 | 9 | 1 | 0 | 70% | |
| Mar 1, 2026 | 7 | 16 | 9 | 1 | 0 | 70% | |
| Feb 1, 2026 | 7 | 16 | 9 | 1 | 0 | 70% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.58 | $0.57–$0.61 | 0.8% | -0.3% | 3↑ 13↓ | $5.6B | 21 |
| Next Q | $0.64 | $0.56–$0.70 | -7.0% | -0.5% | 6↑ 13↓ | $5.7B | 21 |
| Current FY | $2.35 | $2.23–$2.52 | -3.0% | -0.1% | 1↑ 5↓ | $22.3B | 25 |
| Next FY | $2.90 | $2.37–$3.26 | 23.6% | -0.0% | 1↑ 5↓ | $23.6B | 25 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.584 | — |
| 7d ago | $0.586 | -0.002 |
| 30d ago | $0.586 | -0.002 |
| 60d ago | $0.588 | -0.003 |
| 90d ago | $0.607 | -0.023 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 82,837,333 | $2.8B | 15.5% | — |
| STATE STREET CORP | 56,870,444 | $1.9B | 10.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 51,872,053 | $1.8B | 9.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 40,080,854 | $1.4B | 7.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 22,485,453 | $760.4M | 4.2% | — |
| MORGAN STANLEY | 16,656,929 | $565.5M | 3.1% | — |
| AQR CAPITAL MANAGEMENT LLC | 11,869,743 | $403.0M | 2.2% | — |
| Qube Research & Technologies Ltd | 11,127,397 | $377.8M | 2.1% | NEW |
| GOLDMAN SACHS GROUP INC | 10,620,902 | $360.6M | 2.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | NEW | — | 11,127,397 | — | $377.8M |
| FMR LLC | ADD | 5,250,136 | 10,135,399 | +93.1% | $344.1M |
| Bank of New York Mellon Corp | ADD | 6,008,985 | 9,940,689 | +65.4% | $337.5M |
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | 910,030 | 9,680,712 | +963.8% | $328.7M |
| Capital Research Global Investors | NEAR_EXIT | 56,339,126 | 8,651,999 | -84.6% | $293.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | DOUBLED | 14,868 | 7,209,192 | +48388.0% | $244.8M |
| NORGES BANK | NEW | — | 6,597,352 | — | $224.0M |
| CITADEL ADVISORS LLC | ADD | 4,696,495 | 6,468,842 | +37.7% | $219.6M |
| UBS Group AG | ADD | 4,075,203 | 5,367,774 | +31.7% | $182.2M |
| VAN ECK ASSOCIATES CORP | TRIM | 6,344,711 | 4,588,866 | -27.7% | $155.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Smith Maurice S | Director | AWARD | 1,162.045 | — | — |
| Aug 31, 2026 | Carre Eric | EVP & Chief Financial Officer | SELL | 24,777 | $37.50 | $929.1K |
| Aug 19, 2026 | Slocum Jeffrey Shannon | Director, EVP and COO | SELL | 52,572 | $35.09 | $1.8M |
| Aug 18, 2026 | Slocum Jeffrey Shannon | Director, EVP and COO | SELL | 16,121 | $35.08 | $565.6K |
| Aug 18, 2026 | Miller Jeffrey Allen | Director, President & CEO | SELL | 124,483 | $35.00 | $4.4M |
| Jun 30, 2026 | Smith Maurice S | Director | AWARD | 1,079.638 | — | — |
| Jun 18, 2026 | Carre Eric | EVP & Chief Financial Officer | SELL | 24,778 | $35.89 | $889.3K |
| May 15, 2026 | Beckwith Van H. | EVP, Secretary and CLO | SELL | 198,349 | $41.29 | $8.2M |
| May 5, 2026 | Maxwell Michael Casey | President - Western Hemisphere | SELL | 13,566 | $41.84 | $567.6K |
| May 5, 2026 | Maxwell Michael Casey | President - Western Hemisphere | SELL | 6,782 | $42.00 | $284.8K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Halliburton Co | Feb 16, 2026(39d) |