Market Cap
$59.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 22, 2026 | Piper Sandler | UPGRADE | Overweight | 54% |
| Aug 24, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 19, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 11, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 11, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Aug 6, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 22, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 21, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 13, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 13, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 12 | 7 | 0 | 0 | 71% | |
| Aug 1, 2026 | 5 | 12 | 7 | 0 | 0 | 71% | |
| Jul 1, 2026 | 5 | 11 | 7 | 0 | 0 | 70% | |
| Jun 1, 2026 | 5 | 11 | 7 | 0 | 0 | 70% | |
| May 1, 2026 | 5 | 11 | 6 | 0 | 0 | 73% | |
| Apr 1, 2026 | 5 | 11 | 6 | 0 | 0 | 73% | |
| Mar 1, 2026 | 5 | 10 | 6 | 0 | 0 | 71% | |
| Feb 1, 2026 | 5 | 10 | 6 | 0 | 0 | 71% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.64 | $2.50–$2.95 | 11.5% | +3.6% | 7↑ 2↓ | $20.0B | 15 |
| Next Q | $2.61 | $2.45–$2.87 | 4.8% | +0.3% | 7↑ 2↓ | $20.6B | 14 |
| Current FY | $9.91 | $7.19–$10.47 | 12.3% | +0.7% | 14↑ 0↓ | $79.8B | 18 |
| Next FY | $11.12 | $10.76–$11.63 | 12.2% | -0.1% | 13↑ 1↓ | $83.6B | 16 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.642 | — |
| 7d ago | $2.564 | +0.078 |
| 30d ago | $2.550 | +0.092 |
| 60d ago | $2.528 | +0.114 |
| 90d ago | $2.541 | +0.101 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 51,786,925 | $4.4B | 14.0% | — |
| DODGE & COX | 48,431,150 | $4.1B | 13.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 35,483,789 | $3.0B | 9.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 30,031,431 | $2.5B | 8.1% | — |
| STATE STREET CORP | 25,336,999 | $2.1B | 6.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 13,309,884 | $1.1B | 3.6% | — |
| MORGAN STANLEY | 12,532,097 | $1.1B | 3.4% | — |
| PZENA INVESTMENT MANAGEMENT LLC | 11,130,983 | $941.8M | 3.0% | — |
| DIMENSIONAL FUND ADVISORS LP | 7,190,673 | $608.5M | 2.0% | — |
| Invesco Ltd. | 6,929,794 | $586.3M | 1.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 6,819,657 | — | $577.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 3,098,649 | 5,808,715 | +87.5% | $491.5M |
| Amundi | ADD | 2,559,946 | 3,627,717 | +41.7% | $306.9M |
| AMERIPRISE FINANCIAL INC | TRIM | 6,759,903 | 3,474,206 | -48.6% | $294.0M |
| HSBC HOLDINGS PLC | ADD | 1,992,623 | 2,568,764 | +28.9% | $217.2M |
| UBS Group AG | TRIM | 3,605,168 | 2,440,347 | -32.3% | $206.5M |
| AMERICAN CENTURY COMPANIES INC | ADD | 1,682,680 | 2,162,758 | +28.5% | $183.0M |
| PANAGORA ASSET MANAGEMENT INC | DOUBLED | 518,065 | 1,270,174 | +145.2% | $107.5M |
| Man Group plc | TRIM | 2,080,887 | 1,223,668 | -41.2% | $103.5M |
| Freestone Grove Partners LP | NEW | — | 1,183,835 | — | $100.2M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | Kennard William E | Director | AWARD | 294 | $95.50 | $28.1K |
| Sep 8, 2026 | HUBBARD ROBERT GLENN | Director | AWARD | 618 | $95.50 | $59.0K |
| Sep 8, 2026 | Glaser Daniel S | Director | AWARD | 10 | $95.50 | $955.00 |
| Sep 8, 2026 | Harris Carla A | Director | AWARD | 42 | $95.50 | $4.0K |
| Sep 8, 2026 | Johnson Jeh C. | Director | AWARD | 59 | $95.50 | $5.6K |
| Sep 8, 2026 | TADROS RAMY | President, U.S. Business | AWARD | 115 | $95.50 | $11.0K |
| Sep 8, 2026 | MCKENZIE DIANA | Director | AWARD | 157 | $95.50 | $15.0K |
| Sep 8, 2026 | Hay Laura J | Director | AWARD | 39 | $95.50 | $3.7K |
| Sep 8, 2026 | Mumenthaler Christian Stephane | Director | AWARD | 21 | $95.50 | $2.0K |
| Aug 31, 2026 | PAPPAS BILL | EVP, Global Tech. & Ops. | TAX W/H | 4,030 | $95.17 | $383.5K |