Market Cap
$81.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 19, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 27, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 22, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 22, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Jul 22, 2026 | Citigroup | DOWNGRADE | Neutral | 55% |
| Jul 13, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 10, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 9, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Jul 9, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 9 | 18 | 1 | 0 | 39% | |
| Aug 1, 2026 | 3 | 9 | 18 | 1 | 0 | 39% | |
| Jul 1, 2026 | 4 | 9 | 17 | 1 | 0 | 42% | |
| Jun 1, 2026 | 4 | 9 | 17 | 1 | 0 | 42% | |
| May 1, 2026 | 3 | 9 | 17 | 1 | 0 | 40% | |
| Apr 1, 2026 | 3 | 9 | 17 | 1 | 0 | 40% | |
| Mar 1, 2026 | 3 | 9 | 17 | 1 | 0 | 40% | |
| Feb 1, 2026 | 2 | 11 | 16 | 1 | 0 | 43% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.97 | $1.92–$2.01 | 6.6% | -0.1% | 2↑ 3↓ | $6.6B | 22 |
| Next Q | $2.23 | $2.13–$2.29 | 5.1% | -0.0% | 2↑ 3↓ | $6.9B | 21 |
| Current FY | $10.45 | $10.30–$10.54 | 7.2% | -0.0% | 4↑ 2↓ | $28.6B | 23 |
| Next FY | $11.42 | $10.90–$11.73 | 9.3% | +0.1% | 4↑ 2↓ | $30.0B | 23 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.971 | — |
| 7d ago | $1.974 | -0.003 |
| 30d ago | $1.974 | -0.003 |
| 60d ago | $1.977 | -0.005 |
| 90d ago | $1.985 | -0.013 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 39,502,046 | $6.6B | 11.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 31,472,575 | $5.2B | 9.5% | — |
| STATE STREET CORP | 22,401,676 | $3.7B | 6.7% | — |
| Capital World Investors | 18,122,340 | $3.0B | 5.5% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 16,975,238 | $2.8B | 5.1% | — |
| Capital International Investors | 15,729,457 | $2.6B | 4.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 13,510,274 | $2.3B | 4.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12,570,512 | $2.1B | 3.8% | — |
| Capital Research Global Investors | 10,973,649 | $1.8B | 3.3% | — |
| HARRIS ASSOCIATES L P | 8,687,496 | $1.4B | 2.6% | ADD +68.1% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| HARRIS ASSOCIATES L P | ADD | 5,169,119 | 8,687,496 | +68.1% | $1.4B |
| Artisan Partners Limited Partnership | ADD | 4,875,857 | 7,269,246 | +49.1% | $1.2B |
| FMR LLC | TRIM | 10,180,705 | 6,954,123 | -31.7% | $1.2B |
| NORGES BANK | NEW | — | 6,255,525 | — | $1.0B |
| Clearbridge Investments, LLC | TRIM | 6,423,531 | 4,705,966 | -26.7% | $784.3M |
| EdgePoint Investment Group Inc. | NEW | — | 3,820,196 | — | $636.7M |
| BANK OF AMERICA CORP /DE/ | TRIM | 4,939,614 | 3,455,003 | -30.1% | $575.8M |
| Amundi | ADD | 2,298,833 | 2,884,376 | +25.5% | $480.7M |
| PRIMECAP MANAGEMENT CO/CA/ | DOUBLED | 717,500 | 2,145,025 | +199.0% | $357.5M |
| Mawer Investment Management Ltd. | TRIM | 3,475,590 | 1,871,159 | -46.2% | $311.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Brennan Katherine | SVP and General Counsel | EXERCISE | 1,197 | $83.05 | $99.4K |
| Sep 2, 2026 | Brennan Katherine | SVP and General Counsel | SELL | 1,197 | $187.90 | $224.9K |
| Sep 2, 2026 | Doyle John Q | President and CEO | EXERCISE | 16,656 | $73.20 | $1.2M |
| Sep 2, 2026 | Doyle John Q | President and CEO | SELL | 16,656 | $188.51 | $3.1M |
| Aug 15, 2026 | Lute Jane H | Director | AWARD | 144.27 | $188.45 | $27.2K |
| Aug 15, 2026 | Yates Lloyd M | Director | AWARD | 223.73 | $188.45 | $42.2K |
| Aug 15, 2026 | BROUSSARD BRUCE D | Director | AWARD | 192 | $188.45 | $36.2K |
| Aug 15, 2026 | MILLS STEVEN A | Director | AWARD | 194 | $188.45 | $36.6K |
| Aug 15, 2026 | SCHAPIRO MORTON O | Director | AWARD | 218.9 | $188.45 | $41.3K |
| Aug 14, 2026 | Yates Lloyd M | Director | J | 64.85 | $189.15 | $12.3K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 24, 2026 | Kevin Hern | R | HOUSE | SELL | $1,001 - $15,000 | Marsh & McLennan Companies Inc | Sep 2, 2026(10d) |
| Jun 2, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Marsh & McLennan Companies Inc | Jul 8, 2026(37d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Marsh & McLennan Companies Inc | May 13, 2026(31d) |
| Jan 27, 2026 | Christine Smith | D | SENATE | SELL | $50,001 - $100,000 | Marsh & McLennan Companies Inc | Jan 30, 2026(4d) |