Market Cap
$36.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Sep 28, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Sep 28, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Sep 25, 2026 | Macquarie | MAINTAIN | Outperform | 55% |
| Sep 25, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Sep 25, 2026 | Stephens & Co. | MAINTAIN | Overweight | 54% |
| Sep 25, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Sep 25, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Sep 24, 2026 | B of A Securities | MAINTAIN | Neutral | 54% |
| Sep 24, 2026 | Roth Capital | MAINTAIN | Buy | 56% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 13 | 30 | 9 | 0 | 0 | 83% | |
| Aug 1, 2026 | 12 | 28 | 11 | 1 | 0 | 77% | |
| Jul 1, 2026 | 12 | 26 | 13 | 1 | 0 | 73% | |
| Jun 1, 2026 | 12 | 28 | 12 | 1 | 0 | 75% | |
| May 1, 2026 | 12 | 27 | 12 | 2 | 0 | 74% | |
| Apr 1, 2026 | 12 | 25 | 14 | 2 | 0 | 70% | |
| Mar 1, 2026 | 12 | 23 | 14 | 2 | 0 | 69% | |
| Feb 1, 2026 | 11 | 24 | 14 | 2 | 0 | 69% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.93 | $0.92–$0.99 | 14.0% | +0.0% | 19↑ 15↓ | $0.8B | 41 |
| Next Q | $1.03 | $1.00–$1.10 | 14.3% | +0.0% | 15↑ 22↓ | $0.8B | 41 |
| Current FY | $3.93 | $3.90–$4.05 | 12.3% | +0.0% | 42↑ 0↓ | $3.2B | 43 |
| Next FY | $4.38 | $4.10–$5.90 | 11.4% | +0.0% | 37↑ 4↓ | $3.5B | 43 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.935 | — |
| 7d ago | $0.935 | — |
| 30d ago | $0.935 | — |
| 60d ago | $0.935 | -0.001 |
| 90d ago | $0.935 | -0.001 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 18,695,465 | $2.6B | 14.2% | — |
| FMR LLC | 16,272,067 | $2.2B | 12.3% | ADD +43.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,949,045 | $1.2B | 6.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,594,193 | $1.0B | 5.8% | — |
| STATE STREET CORP | 6,274,631 | $856.2M | 4.8% | — |
| FIRST TRUST ADVISORS LP | 4,497,939 | $613.7M | 3.4% | — |
| Allspring Global Investments Holdings, LLC | 3,633,828 | $510.4M | 2.8% | — |
| MORGAN STANLEY | 3,440,371 | $469.4M | 2.6% | ADD +85.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,271,979 | $445.2M | 2.5% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3,060,676 | $420.9M | 2.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 11,342,824 | 16,272,067 | +43.5% | $2.2B |
| MORGAN STANLEY | ADD | 1,851,201 | 3,440,371 | +85.8% | $469.4M |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 1,382,432 | 2,174,495 | +57.3% | $296.7M |
| CITADEL ADVISORS LLC | TRIM | 3,401,709 | 2,106,402 | -38.1% | $287.4M |
| UBS Group AG | TRIM | 3,401,070 | 2,060,649 | -39.4% | $281.2M |
| Point72 Asset Management, L.P. | TRIM | 2,770,741 | 1,851,774 | -33.2% | $252.7M |
| VOYA INVESTMENT MANAGEMENT LLC | ADD | 1,074,193 | 1,806,836 | +68.2% | $246.5M |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,496,896 | 1,011,189 | -32.4% | $138.0M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 1,410,954 | 719,725 | -49.0% | $98.2M |
| NORGES BANK | NEW | — | 685,697 | — | $93.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 22, 2026 | McKinnon Todd | Chief Executive Officer | SELL | 4,793 | $189.04 | $906.1K |
| Sep 22, 2026 | McKinnon Todd | Chief Executive Officer | SELL | 5,337 | $192.02 | $1.0M |
| Sep 22, 2026 | McKinnon Todd | Chief Executive Officer | SELL | 6,961 | $190.05 | $1.3M |
| Sep 22, 2026 | McKinnon Todd | Chief Executive Officer | SELL | 3,970 | $190.81 | $757.5K |
| Sep 22, 2026 | McKinnon Todd | Chief Executive Officer | SELL | 4,558 | $192.88 | $879.1K |
| Sep 22, 2026 | McKinnon Todd | Chief Executive Officer | SELL | 3,194 | $195.46 | $624.3K |
| Sep 22, 2026 | McKinnon Todd | Chief Executive Officer | SELL | 9,996 | $196.24 | $2.0M |
| Sep 22, 2026 | McKinnon Todd | Chief Executive Officer | SELL | 6,065 | $197.20 | $1.2M |
| Sep 22, 2026 | McKinnon Todd | Chief Executive Officer | SELL | 1,847 | $197.79 | $365.3K |
| Sep 22, 2026 | McKinnon Todd | Chief Executive Officer | SELL | 2,101 | $194.24 | $408.1K |