Market Cap
$44.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Sep 28, 2026 | Truist Securities | REITERATE | Buy | 55% |
| Sep 17, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 29, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 29, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 29, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 29, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 29, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 29, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jul 13, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 14 | 5 | 0 | 0 | 82% | |
| Aug 1, 2026 | 8 | 14 | 6 | 0 | 0 | 79% | |
| Jul 1, 2026 | 8 | 14 | 7 | 0 | 0 | 76% | |
| Jun 1, 2026 | 9 | 15 | 6 | 0 | 0 | 80% | |
| May 1, 2026 | 10 | 17 | 4 | 0 | 0 | 87% | |
| Apr 1, 2026 | 10 | 17 | 4 | 0 | 0 | 87% | |
| Mar 1, 2026 | 10 | 14 | 6 | 0 | 0 | 80% | |
| Feb 1, 2026 | 10 | 14 | 6 | 0 | 0 | 80% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.27 | $3.22–$3.54 | 9.1% | -0.0% | 10↑ 4↓ | $4.4B | 17 |
| Next Q | $3.65 | $3.58–$3.81 | 6.8% | +0.1% | 6↑ 8↓ | $4.5B | 17 |
| Current FY | $12.97 | $12.87–$13.38 | 8.8% | +0.0% | 21↑ 0↓ | $17.4B | 22 |
| Next FY | $14.47 | $13.90–$15.48 | 11.6% | +0.1% | 18↑ 2↓ | $18.5B | 22 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.272 | — |
| 7d ago | $3.273 | -0.001 |
| 30d ago | $3.273 | -0.001 |
| 60d ago | $3.273 | -0.001 |
| 90d ago | $3.251 | +0.021 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 14,549,693 | $2.8B | 12.3% | — |
| HARRIS ASSOCIATES L P | 12,183,830 | $2.4B | 10.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 10,905,053 | $2.1B | 9.2% | — |
| STATE STREET CORP | 7,508,244 | $1.5B | 6.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,501,993 | $1.4B | 6.3% | — |
| JPMORGAN CHASE & CO | 6,139,775 | $1.2B | 5.2% | — |
| Artisan Partners Limited Partnership | 4,743,434 | $916.5M | 4.0% | — |
| Boston Partners | 4,466,016 | $865.5M | 3.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,454,134 | $857.2M | 3.7% | — |
| Invesco Ltd. | 3,275,141 | $632.8M | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 2,264,944 | — | $437.6M |
| GOLDMAN SACHS GROUP INC | ADD | 1,177,280 | 1,949,797 | +65.6% | $376.7M |
| ALLIANCEBERNSTEIN L.P. | TRIM | 2,878,897 | 1,643,102 | -42.9% | $280.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 992,190 | 1,250,053 | +26.0% | $241.5M |
| CANADA PENSION PLAN INVESTMENT BOARD | TRIM | 1,999,089 | 1,246,820 | -37.6% | $240.9M |
| FMR LLC | TRIM | 1,850,127 | 1,212,670 | -34.5% | $234.3M |
| Orbis Allan Gray Ltd | DOUBLED | 218,248 | 1,101,165 | +404.5% | $212.8M |
| LAZARD ASSET MANAGEMENT LLC | TRIM | 1,858,834 | 975,420 | -47.5% | $188.5M |
| Sumitomo Mitsui Trust Group, Inc. | TRIM | 1,225,851 | 831,826 | -32.1% | $160.7M |
| ROYAL BANK OF CANADA | ADD | 401,428 | 797,956 | +98.8% | $154.2M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Berkshire James G. | See Remarks | SELL | 2,668 | $261.33 | $697.2K |
| Sep 2, 2026 | Berkshire James G. | See Remarks | D | 2,713 | $261.54 | $709.6K |
| Sep 2, 2026 | Berkshire James G. | See Remarks | EXERCISE | 5,381 | $131.82 | $709.3K |
| Aug 3, 2026 | STAUB W RICHARD | See Remarks | SELL | 5,500 | $232.68 | $1.3M |
| Jul 31, 2026 | Patel Bhavik | See Remarks | SELL | 1,855 | $235.27 | $436.4K |
| Jul 29, 2026 | BOUSBIB ARI | See Remarks | SELL | 4,465 | $247.10 | $1.1M |
| Jul 29, 2026 | BOUSBIB ARI | See Remarks | SELL | 4,584 | $246.85 | $1.1M |
| Jul 29, 2026 | Sherbet Eric | See Remarks | SELL | 5,000 | $249.16 | $1.2M |
| Jul 29, 2026 | BOUSBIB ARI | See Remarks | EXERCISE | 156,206 | $78.21 | $12.2M |
| Jul 29, 2026 | BOUSBIB ARI | See Remarks | SELL | 53,191 | $244.78 | $13.0M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 16, 2026 | Kevin Hern | R | HOUSE | SELL | $50,001 - $100,000 | Iqvia Holdings Inc | Apr 6, 2026(22d) |
| Dec 29, 2025 | Markwayne Mullin | R | SENATE | BUY | $15,001 - $50,000 | Iqvia Holdings Inc | Jan 16, 2026(19d) |