Market Cap
$167.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 11, 2026 | Morgan Stanley | DOWNGRADE | Underweight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 6 | 22 | 2 | 1 | 31% | |
| Aug 1, 2026 | 5 | 8 | 22 | 1 | 1 | 35% | |
| Jul 1, 2026 | 5 | 8 | 22 | 1 | 1 | 35% | |
| Jun 1, 2026 | 5 | 7 | 23 | 1 | 1 | 32% | |
| May 1, 2026 | 5 | 7 | 23 | 1 | 1 | 32% | |
| Apr 1, 2026 | 5 | 7 | 23 | 1 | 1 | 32% | |
| Mar 1, 2026 | 5 | 8 | 19 | 2 | 0 | 38% | |
| Feb 1, 2026 | 6 | 12 | 13 | 2 | 1 | 53% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $5.00 | $4.68–$5.33 | 11.2% | -2.5% | 3↑ 0↓ | $73.0B | 4 |
| Next Q | $4.41 | $3.97–$5.12 | -27.0% | -0.5% | 1↑ 2↓ | $74.2B | 4 |
| Current FY | $22.75 | $21.01–$24.53 | -1.2% | -1.4% | 1↑ 0↓ | $300.2B | 8 |
| Next FY | $22.04 | $16.88–$23.74 | -3.1% | +0.2% | 5↑ 1↓ | $304.1B | 8 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $5.005 | — |
| 7d ago | $5.005 | — |
| 30d ago | $5.133 | -0.128 |
| 60d ago | $4.702 | +0.303 |
| 90d ago | $4.655 | +0.349 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| DODGE & COX | 20,397,110 | $977.8M | 7.2% | — |
| LOOMIS SAYLES & CO L P | 18,594,352 | $891.4M | 6.6% | — |
| FRANKLIN RESOURCES INC | 13,041,109 | $625.2M | 4.6% | — |
| PeakShares LLC | 12,642 | $606.1M | 4.5% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,009,200 | $575.7M | 4.3% | TRIM -56.6% |
| MORGAN STANLEY | 11,659,869 | $559.0M | 4.1% | — |
| BANK OF AMERICA CORP /DE/ | 11,176,712 | $535.8M | 4.0% | — |
| Capital International Investors | 9,721,180 | $467.6M | 3.5% | — |
| GOLDMAN SACHS GROUP INC | 9,180,490 | $440.1M | 3.3% | ADD +79.3% |
| CITADEL ADVISORS LLC | 9,059,400 | $434.3M | 3.2% | TRIM -50.1% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | 5,121,037 | 9,180,490 | +79.3% | $440.1M |
| FRED ALGER MANAGEMENT, LLC | NEW | — | 4,907,570 | — | $235.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | TRIM | 11,106,111 | 4,815,576 | -56.6% | $230.9M |
| WELLS FARGO & COMPANY/MN | ADD | 3,642,599 | 4,657,642 | +27.9% | $223.3M |
| BlackRock, Inc. | ADD | 2,951,353 | 3,861,182 | +30.8% | $185.1M |
| BANK OF NOVA SCOTIA | DOUBLED | 54,407 | 3,065,015 | +5533.5% | $146.9M |
| Nuveen, LLC | NEW | — | 2,969,256 | — | $142.3M |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | DOUBLED | 782,000 | 2,619,000 | +234.9% | $125.6M |
| FMR LLC | ADD | 1,352,620 | 2,306,393 | +70.5% | $110.6M |
| MILLENNIUM MANAGEMENT LLC | ADD | 1,408,853 | 2,035,939 | +44.5% | $97.6M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 26, 2026 | C. Franklin | R | HOUSE | BUY | $1,001 - $15,000 | Novo Nordisk A/S | Sep 18, 2026(24d) |