Market Cap
$12.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Oct 2, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Oct 2, 2026 | BNP Paribas | MAINTAIN | Outperform | — |
| Oct 2, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Oct 2, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Sep 18, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Sep 14, 2026 | TD Cowen | DOWNGRADE | Hold | 56% |
| Jun 29, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jun 26, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jun 26, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 6 | 9 | 1 | 0 | 50% | |
| Aug 1, 2026 | 4 | 6 | 9 | 1 | 0 | 50% | |
| Jul 1, 2026 | 4 | 6 | 9 | 1 | 0 | 50% | |
| Jun 1, 2026 | 4 | 6 | 9 | 1 | 0 | 50% | |
| May 1, 2026 | 4 | 6 | 9 | 1 | 0 | 50% | |
| Apr 1, 2026 | 4 | 6 | 8 | 1 | 0 | 53% | |
| Mar 1, 2026 | 4 | 6 | 8 | 1 | 0 | 53% | |
| Feb 1, 2026 | 4 | 6 | 8 | 1 | 0 | 53% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Next Q | $0.64 | $0.59–$0.67 | -2.6% | -3.9% | 0↑ 2↓ | $1.9B | 5 |
| Current Q | $0.84 | $0.77–$0.94 | -2.4% | -4.8% | 0↑ 1↓ | $2.1B | 10 |
| Current FY | $3.09 | $3.05–$3.11 | 2.8% | -0.1% | 0↑ 1↓ | $7.9B | 13 |
| Next FY | $3.26 | $3.08–$3.44 | 5.5% | -1.3% | 0↑ 1↓ | $8.2B | 12 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.840 | — |
| 7d ago | $0.882 | -0.042 |
| 30d ago | $0.882 | -0.042 |
| 60d ago | $0.883 | -0.043 |
| 90d ago | $0.883 | -0.043 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 20,948,941 | $1.1B | 10.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 16,607,445 | $837.3M | 8.6% | — |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 16,522,728 | $833.1M | 8.6% | — |
| STATE STREET CORP | 15,326,182 | $772.7M | 8.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13,850,739 | $698.4M | 7.2% | — |
| Aristotle Capital Management, LLC | 11,388,915 | $574.2M | 5.9% | — |
| Sanders Capital, LLC | 8,107,755 | $408.8M | 4.2% | NEW |
| Boston Partners | 7,230,202 | $364.6M | 3.8% | ADD +64.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 6,812,505 | $342.1M | 3.5% | — |
| MORGAN STANLEY | 4,932,093 | $248.7M | 2.6% | ADD +28.8% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Sanders Capital, LLC | NEW | — | 8,107,755 | — | $408.8M |
| Boston Partners | ADD | 4,405,450 | 7,230,202 | +64.1% | $364.6M |
| MORGAN STANLEY | ADD | 3,829,370 | 4,932,093 | +28.8% | $248.7M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 2,726,914 | 4,284,734 | +57.1% | $216.1M |
| Alyeska Investment Group, L.P. | DOUBLED | 1,817,198 | 3,982,901 | +119.2% | $200.8M |
| VAN ECK ASSOCIATES CORP | DOUBLED | 1,689 | 3,193,567 | +188980.3% | $161.0M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 1,330,482 | 3,015,957 | +126.7% | $152.1M |
| UBS Group AG | ADD | 1,400,273 | 2,225,140 | +58.9% | $112.2M |
| JPMORGAN CHASE & CO | ADD | 836,986 | 1,329,928 | +58.9% | $69.9M |
| FMR LLC | TRIM | 2,749,976 | 1,262,015 | -54.1% | $63.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 23, 2026 | Foley Brendan M | Chairman, President & CEO | AWARD | 51.063 | $49.09 | $2.5K |
| Sep 8, 2026 | Foley Brendan M | Chairman, President & CEO | AWARD | 48.3 | $51.90 | $2.5K |
| Sep 8, 2026 | Piper Sarah | Chief Human Relations Officer | AWARD | 48.911 | $51.90 | $2.5K |
| Sep 2, 2026 | Tapiero Jacques | Director | AWARD | 185.874 | $53.80 | $10.0K |
| Aug 24, 2026 | Foley Brendan M | Chairman, President & CEO | AWARD | 44.604 | $56.20 | $2.5K |
| Aug 24, 2026 | Piper Sarah | Chief Human Relations Officer | AWARD | 45.168 | $56.20 | $2.5K |
| Aug 10, 2026 | Kurzius Lawrence Erik | 10%+ Owner | EXERCISE | 205,538 | $49.03 | $10.1M |
| Aug 10, 2026 | Kurzius Lawrence Erik | 10%+ Owner | SELL | 205,538 | $52.69 | $10.8M |
| Aug 10, 2026 | Foley Brendan M | Chairman, President & CEO | AWARD | 47.181 | $53.13 | $2.5K |
| Aug 10, 2026 | Piper Sarah | Chief Human Relations Officer | AWARD | 47.779 | $53.13 | $2.5K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 2, 2026 | Julia Letlow | R | HOUSE | SELL | $1,001 - $15,000 | McCormick & Co Inc | Mar 13, 2026(40d) |
| Sep 23, 2025 | Julie Johnson | D | HOUSE | BUY | $1,001 - $15,000 | McCormick & Co Inc | Aug 6, 2026(318d) |
| Sep 23, 2025 | Julie Johnson | D | HOUSE | SELL | $1,001 - $15,000 | McCormick & Co Inc | Aug 6, 2026(318d) |