Market Cap
$58.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 10, 2026 | RBC Capital | UPGRADE | Outperform | 55% |
| Sep 4, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 11, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 30, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 30, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 29, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 17, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 13, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 2, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Apr 30, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 6 | 14 | 1 | 0 | 42% | |
| Aug 1, 2026 | 5 | 6 | 14 | 1 | 0 | 42% | |
| Jul 1, 2026 | 5 | 6 | 14 | 1 | 0 | 42% | |
| Jun 1, 2026 | 5 | 6 | 14 | 1 | 0 | 42% | |
| May 1, 2026 | 5 | 7 | 14 | 1 | 0 | 44% | |
| Apr 1, 2026 | 5 | 7 | 14 | 1 | 0 | 44% | |
| Mar 1, 2026 | 5 | 7 | 14 | 1 | 0 | 44% | |
| Feb 1, 2026 | 5 | 7 | 14 | 1 | 0 | 44% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.60 | $1.47–$1.76 | 43.0% | +0.4% | 6↑ 2↓ | $7.6B | 10 |
| Next Q | $1.76 | $1.62–$1.90 | 65.9% | +1.3% | 7↑ 1↓ | $7.8B | 10 |
| Current FY | $5.98 | $5.70–$6.27 | 32.6% | +0.3% | 8↑ 0↓ | $28.9B | 13 |
| Next FY | $7.22 | $6.60–$8.03 | 20.7% | +0.5% | 9↑ 0↓ | $31.8B | 13 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.601 | — |
| 7d ago | $1.602 | -0.001 |
| 30d ago | $1.594 | +0.007 |
| 60d ago | $1.531 | +0.071 |
| 90d ago | $1.520 | +0.082 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 41,023,312 | $4.9B | 12.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 34,370,178 | $4.1B | 10.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 24,607,716 | $3.0B | 7.8% | — |
| STATE STREET CORP | 23,280,712 | $2.8B | 7.3% | — |
| Invesco Ltd. | 17,498,893 | $2.1B | 5.5% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 17,050,532 | $2.0B | 5.4% | — |
| FMR LLC | 14,642,326 | $1.8B | 4.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 13,009,614 | $1.6B | 4.1% | — |
| BANK OF AMERICA CORP /DE/ | 9,411,391 | $1.1B | 3.0% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8,486,853 | $1.0B | 2.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | ADD | 4,665,957 | 6,693,438 | +43.5% | $800.5M |
| NORGES BANK | NEW | — | 6,275,849 | — | $753.9M |
| ALLIANCEBERNSTEIN L.P. | ADD | 2,642,719 | 4,148,252 | +57.0% | $479.1M |
| Amundi | DOUBLED | 1,531,814 | 3,197,359 | +108.7% | $384.1M |
| Clearstead Advisors, LLC | TRIM | 4,877,226 | 2,442,741 | -49.9% | $293.4M |
| CITADEL ADVISORS LLC | ADD | 691,238 | 1,282,773 | +85.6% | $154.1M |
| CITIGROUP INC | ADD | 940,791 | 1,214,463 | +29.1% | $145.9M |
| RAYMOND JAMES FINANCIAL INC | DOUBLED | 356,753 | 1,155,961 | +224.0% | $138.9M |
| MACKENZIE FINANCIAL CORP | DOUBLED | 375,514 | 1,139,037 | +203.3% | $136.8M |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 432,691 | 861,984 | +99.2% | $103.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | WALTON MICHAEL K | VICE PRESIDENT/GENERAL COUNSEL | J | 39.987 | $122.13 | $4.9K |
| Sep 2, 2026 | Walters William Lance | Vice President | J | 8.175 | $122.13 | $998.41 |
| Sep 2, 2026 | WALTON MICHAEL K | VICE PRESIDENT/GENERAL COUNSEL | J | 19.538 | $122.13 | $2.4K |
| Sep 2, 2026 | Walters William Lance | Vice President | J | 74.929 | $122.13 | $9.2K |
| Sep 2, 2026 | Bolgar Paulo Henrique | Vice President | J | 2.601 | $122.13 | $317.66 |
| Sep 2, 2026 | Gryniewicz Craig R | Vice President | J | 21.59 | $122.13 | $2.6K |
| Sep 2, 2026 | BANEY KEVIN D | Executive Vice President | J | 17.271 | $122.13 | $2.1K |
| Sep 2, 2026 | PIGOTT MARK C | Executive Chairman | J | 501.274 | $122.13 | $61.2K |
| Sep 2, 2026 | Rich John N | V.P. & CHIEF TECH. OFFICER | J | 3.774 | $122.13 | $460.92 |
| Sep 2, 2026 | Bloch Laura J | Senior Vice President | J | 7.108 | $122.13 | $868.10 |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | PACCAR Inc | Aug 12, 2026(37d) |