Market Cap
$297.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 23, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 30, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 29, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 23, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 23, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 23, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jul 2, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jun 3, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Apr 23, 2026 | Needham | REITERATE | Buy | 50% |
| Apr 17, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 11 | 7 | 0 | 0 | 74% | |
| Aug 1, 2026 | 9 | 11 | 7 | 0 | 0 | 74% | |
| Jul 1, 2026 | 8 | 11 | 7 | 0 | 0 | 73% | |
| Jun 1, 2026 | 8 | 11 | 7 | 0 | 0 | 73% | |
| May 1, 2026 | 8 | 11 | 8 | 0 | 0 | 70% | |
| Apr 1, 2026 | 8 | 10 | 9 | 0 | 0 | 67% | |
| Mar 1, 2026 | 8 | 10 | 9 | 0 | 0 | 67% | |
| Feb 1, 2026 | 8 | 11 | 8 | 0 | 0 | 70% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.34 | $2.32–$2.39 | 4.6% | +4.1% | 0↑ 8↓ | $11.4B | 4 |
| Next Q | $1.95 | $1.91–$1.99 | 14.8% | -0.2% | 2↑ 5↓ | $11.0B | 4 |
| Current FY | $8.40 | $8.29–$8.59 | 11.4% | +0.2% | 2↑ 9↓ | $43.5B | 14 |
| Next FY | $9.19 | $8.78–$9.50 | 9.4% | +0.2% | 4↑ 7↓ | $46.1B | 15 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.342 | — |
| 7d ago | $2.322 | +0.020 |
| 30d ago | $2.250 | +0.093 |
| 60d ago | $2.247 | +0.095 |
| 90d ago | $2.431 | -0.089 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Capital World Investors | 133,152,391 | $24.1B | 12.4% | — |
| BlackRock, Inc. | 108,039,522 | $19.5B | 10.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 101,785,557 | $18.4B | 9.4% | — |
| Capital Research Global Investors | 84,253,663 | $15.2B | 7.8% | — |
| Capital International Investors | 72,252,261 | $13.1B | 6.7% | — |
| STATE STREET CORP | 55,569,994 | $10.1B | 5.2% | — |
| JPMORGAN CHASE & CO | 48,189,101 | $8.8B | 4.5% | — |
| FMR LLC | 46,521,326 | $8.4B | 4.3% | — |
| GQG Partners LLC | 45,436,985 | $8.2B | 4.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 39,038,598 | $7.1B | 3.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | ADD | 8,914,216 | 11,669,878 | +30.9% | $2.1B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | ADD | 5,577,426 | 6,989,904 | +25.3% | $1.3B |
| Fundsmith LLP | TRIM | 5,113,163 | 2,913,693 | -43.0% | $527.1M |
| BARCLAYS PLC | TRIM | 4,607,041 | 2,863,635 | -37.8% | $518.1M |
| FIRST TRUST ADVISORS LP | DOUBLED | 391,135 | 2,835,056 | +624.8% | $512.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 4,129,127 | 2,447,712 | -40.7% | $442.8M |
| CITIGROUP INC | ADD | 1,491,010 | 2,338,733 | +56.9% | $423.1M |
| BANK OF NOVA SCOTIA | ADD | 1,061,473 | 1,608,480 | +51.5% | $291.0M |
| CANADA PENSION PLAN INVESTMENT BOARD | TRIM | 3,016,923 | 1,473,678 | -51.2% | $266.6M |
| MAVERICK CAPITAL LTD | DOUBLED | 567,250 | 1,457,059 | +156.9% | $263.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 6, 2026 | Yanai Shlomo | Director | AWARD | 1,119 | $169.93 | $190.2K |
| May 6, 2026 | Calantzopoulos Andre | Director | AWARD | 1,119 | $169.93 | $190.2K |
| May 6, 2026 | Hook Lisa | Director | AWARD | 1,119 | $169.93 | $190.2K |
| May 6, 2026 | Bough Bonin | Director | AWARD | 1,119 | $169.93 | $190.2K |
| May 6, 2026 | Morparia Kalpana | Director | AWARD | 1,119 | $169.93 | $190.2K |
| May 6, 2026 | Harker Victoria D | Director | AWARD | 1,119 | $169.93 | $190.2K |
| May 6, 2026 | Polet Robert | Director | AWARD | 1,119 | $169.93 | $190.2K |
| May 6, 2026 | Combes Michel | Director | AWARD | 1,119 | $169.93 | $190.2K |
| May 6, 2026 | Geissler Werner | Director | AWARD | 1,119 | $169.93 | $190.2K |
| Mar 6, 2026 | Dobrowolski Reginaldo | Group Controller | TAX W/H | 22 | $169.98 | $3.7K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 2, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Philip Morris International Inc | Jul 8, 2026(37d) |
| Feb 5, 2026 | Julia Letlow | R | HOUSE | SELL | $1,001 - $15,000 | Philip Morris International Inc | Mar 13, 2026(37d) |