Market Cap
$341.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Dec 17, 2025 | Keefe, Bruyette & Woods | UPGRADE | Outperform | 58% |
| Dec 10, 2025 | B of A Securities | UPGRADE | Buy | 54% |
| Oct 10, 2025 | Jefferies | DOWNGRADE | Hold | 53% |
| Mar 4, 2025 | Barclays | UPGRADE | Overweight | 54% |
| Mar 27, 2024 | Barclays | DOWNGRADE | Equal-Weight | 54% |
| Aug 4, 2022 | Goldman Sachs | DOWNGRADE | Neutral | 54% |
| Aug 2, 2022 | Exane BNP Paribas | DOWNGRADE | Neutral | 52% |
| Oct 6, 2021 | UBS | UPGRADE | Buy | 55% |
| Mar 16, 2021 | Credit Suisse | UPGRADE | Neutral | — |
| Feb 9, 2021 | RBC Capital | UPGRADE | Sector Perform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 8 | 9 | 3 | 0 | 45% | |
| Aug 1, 2026 | 3 | 8 | 9 | 1 | 0 | 52% | |
| Jul 1, 2026 | 3 | 8 | 8 | 2 | 0 | 52% | |
| Jun 1, 2026 | 3 | 8 | 8 | 2 | 0 | 52% | |
| May 1, 2026 | 3 | 9 | 8 | 2 | 0 | 55% | |
| Apr 1, 2026 | 3 | 9 | 8 | 2 | 0 | 55% | |
| Mar 1, 2026 | 3 | 8 | 8 | 2 | 0 | 52% | |
| Feb 1, 2026 | 3 | 7 | 10 | 1 | 0 | 48% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.27 | $2.27–$2.27 | — | +3.0% | 1↑ 0↓ | $19.2B | 1 |
| Next Q | $2.05 | $2.05–$2.05 | 10.7% | -2.5% | 0↑ 1↓ | $18.4B | 1 |
| Current FY | $8.60 | $8.40–$8.79 | 13.9% | -3.0% | 0↑ 1↓ | $75.8B | 2 |
| Next FY | $9.47 | $9.14–$9.80 | 10.2% | -4.2% | 0↑ 1↓ | $80.0B | 2 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.269 | — |
| 7d ago | $2.186 | +0.083 |
| 30d ago | $2.203 | +0.066 |
| 60d ago | $2.203 | +0.066 |
| 90d ago | $2.198 | +0.071 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Fisher Asset Management, LLC | 18,572,508 | $1.8B | 24.6% | — |
| DIMENSIONAL FUND ADVISORS LP | 9,812,755 | $933.1M | 13.0% | — |
| MORGAN STANLEY | 8,077,493 | $768.1M | 10.7% | — |
| GOLDMAN SACHS GROUP INC | 5,658,007 | $538.0M | 7.5% | — |
| FMR LLC | 4,336,546 | $412.4M | 5.7% | — |
| NORTHERN TRUST CORP | 3,012,114 | $286.4M | 4.0% | — |
| Sanders Capital, LLC | 2,632,430 | $250.3M | 3.5% | — |
| BlackRock, Inc. | 2,480,130 | $235.8M | 3.3% | — |
| BANK OF AMERICA CORP /DE/ | 2,399,615 | $228.2M | 3.2% | — |
| AMERICAN CENTURY COMPANIES INC | 1,665,928 | $158.4M | 2.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Clearbridge Investments, LLC | TRIM | 1,539,807 | 1,057,593 | -31.3% | $100.6M |
| Tredje AP-fonden | DOUBLED | 133,889 | 441,900 | +230.0% | $42.0M |
| 1832 Asset Management L.P. | ADD | 291,683 | 433,579 | +48.6% | $41.2M |
| Connor, Clark & Lunn Investment Management Ltd. | TRIM | 936,567 | 392,331 | -58.1% | $37.3M |
| Qube Research & Technologies Ltd | ADD | 201,660 | 342,206 | +69.7% | $32.5M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 310,370 | 161,690 | -47.9% | $15.4M |
| Nuveen, LLC | NEW | — | 145,568 | — | $13.8M |
| NOMURA HOLDINGS INC | NEW | — | 140,648 | — | $13.4M |
| CITIGROUP INC | TRIM | 415,108 | 135,190 | -67.4% | $12.9M |
| BNP PARIBAS FINANCIAL MARKETS | TRIM | 305,338 | 133,031 | -56.4% | $12.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 21, 2026 | Palomaki Daniel Scott | Global Financial Controller | AWARD | 76 | — | — |
| May 22, 2026 | Palomaki Daniel Scott | Global Financial Controller | AWARD | 88 | — | — |
| May 7, 2026 | Palomaki Daniel Scott | Global Financial Controller | SELL | 23,123 | $18.11 | $418.7K |
| Mar 27, 2026 | Bingham Jonathan | Global Financial Controller | BUY | 13 | $15.81 | $205.49 |
| Mar 20, 2026 | Bingham Jonathan | Global Financial Controller | AWARD | 792 | — | — |