Market Cap
$33.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 16, 2026 | Mizuho | DOWNGRADE | Neutral | 52% |
| Jul 28, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | 58% |
| Jul 27, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 27, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 20, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 15, 2026 | Piper Sandler | DOWNGRADE | Neutral | 54% |
| Jul 10, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 9, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 9, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Jul 9, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 11 | 15 | 0 | 0 | 48% | |
| Aug 1, 2026 | 3 | 11 | 15 | 0 | 0 | 48% | |
| Jul 1, 2026 | 3 | 12 | 14 | 0 | 0 | 52% | |
| Jun 1, 2026 | 3 | 12 | 14 | 0 | 0 | 52% | |
| May 1, 2026 | 3 | 12 | 14 | 0 | 0 | 52% | |
| Apr 1, 2026 | 2 | 12 | 14 | 0 | 0 | 50% | |
| Mar 1, 2026 | 2 | 13 | 13 | 0 | 0 | 54% | |
| Feb 1, 2026 | 2 | 13 | 13 | 0 | 0 | 54% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.08 | $2.79–$3.36 | -18.6% | +0.6% | 6↑ 11↓ | $7.5B | 22 |
| Next Q | $3.23 | $2.81–$3.69 | -20.4% | +0.1% | 9↑ 9↓ | $7.3B | 21 |
| Current FY | $12.77 | $12.14–$13.19 | -4.8% | +0.1% | 11↑ 3↓ | $29.0B | 19 |
| Next FY | $13.71 | $13.20–$14.41 | 7.4% | +0.2% | 2↑ 17↓ | $29.9B | 23 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.079 | — |
| 7d ago | $3.060 | +0.019 |
| 30d ago | $3.060 | +0.019 |
| 60d ago | $3.062 | +0.017 |
| 90d ago | $3.100 | -0.022 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 30,690,101 | $4.1B | 15.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 17,884,756 | $2.4B | 9.2% | — |
| STATE STREET CORP | 16,070,450 | $2.1B | 8.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 15,733,919 | $2.1B | 8.1% | — |
| FMR LLC | 10,504,786 | $1.4B | 5.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 8,241,043 | $1.1B | 4.2% | — |
| Invesco Ltd. | 5,667,341 | $751.0M | 2.9% | — |
| DIMENSIONAL FUND ADVISORS LP | 4,787,638 | $634.5M | 2.5% | — |
| NORDEA INVESTMENT MANAGEMENT AB | 4,541,062 | $605.7M | 2.3% | — |
| NORGES BANK | 4,379,119 | $580.3M | 2.2% | NEW |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 4,379,119 | — | $580.3M |
| BANK OF AMERICA CORP /DE/ | TRIM | 3,831,622 | 2,646,977 | -30.9% | $350.8M |
| Qube Research & Technologies Ltd | DOUBLED | 592,788 | 2,442,429 | +312.0% | $323.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 1,693,512 | 2,350,799 | +38.8% | $311.5M |
| Bahl & Gaynor LLC | TRIM | 2,444,574 | 1,783,914 | -27.0% | $236.4M |
| CITADEL ADVISORS LLC | DOUBLED | 537,941 | 1,675,919 | +211.5% | $222.1M |
| AMERICAN CENTURY COMPANIES INC | ADD | 1,008,526 | 1,339,818 | +32.8% | $177.6M |
| Robeco Institutional Asset Management B.V. | TRIM | 1,866,217 | 1,256,027 | -32.7% | $166.4M |
| Point72 Asset Management, L.P. | DOUBLED | 401,368 | 845,679 | +110.7% | $112.1M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | TRIM | 1,733,975 | 734,849 | -57.6% | $97.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 7, 2026 | Swift Christopher | Chairman and CEO | GIFT | 35,088 | — | — |
| Jul 27, 2026 | JAMES DONNA | Director | AWARD | 1,355.787 | $140.14 | $190.0K |
| Jul 27, 2026 | FETTER TREVOR | Director | AWARD | 1,355.787 | $140.14 | $190.0K |
| Jul 27, 2026 | FETTER TREVOR | Director | AWARD | 1,177.394 | $140.14 | $165.0K |
| Jul 27, 2026 | Bartlett Thomas A | Director | AWARD | 1,355.787 | $140.14 | $190.0K |
| Jul 27, 2026 | Roseborough Teresa Wynn | Director | AWARD | 1,355.787 | $140.14 | $190.0K |
| Jul 27, 2026 | De Shon Larry D | Director | AWARD | 1,355.787 | $140.14 | $190.0K |
| Jul 27, 2026 | Dominguez Carlos | Director | AWARD | 820.608 | $140.14 | $115.0K |
| Jul 27, 2026 | Winters Kathleen A | Director | AWARD | 1,355.787 | $140.14 | $190.0K |
| Jul 27, 2026 | Ruesterholz Virginia P | Director | AWARD | 1,355.787 | $140.14 | $190.0K |