Market Cap
$49.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Sep 21, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 21, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Sep 10, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Sep 2, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Sep 2, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Aug 19, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 18, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Jul 31, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 10, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 6 | 16 | 0 | 0 | 36% | |
| Aug 1, 2026 | 3 | 6 | 16 | 0 | 0 | 36% | |
| Jul 1, 2026 | 3 | 7 | 13 | 0 | 0 | 43% | |
| Jun 1, 2026 | 3 | 7 | 13 | 0 | 0 | 43% | |
| May 1, 2026 | 3 | 7 | 13 | 0 | 0 | 43% | |
| Apr 1, 2026 | 3 | 7 | 13 | 0 | 0 | 43% | |
| Mar 1, 2026 | 3 | 7 | 15 | 0 | 0 | 40% | |
| Feb 1, 2026 | 4 | 8 | 13 | 0 | 0 | 48% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.29 | $1.90–$2.69 | -12.3% | -6.6% | 1↑ 0↓ | $1.3B | 4 |
| Next Q | $2.38 | $2.00–$2.70 | -8.8% | -4.6% | 1↑ 0↓ | $1.4B | 4 |
| Current FY | $9.77 | $9.10–$10.32 | -4.5% | -1.1% | 1↑ 0↓ | $5.1B | 4 |
| Next FY | $9.85 | $8.36–$11.19 | 0.8% | -2.6% | 1↑ 0↓ | $5.5B | 5 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.295 | — |
| 7d ago | $2.426 | -0.132 |
| 30d ago | $2.456 | -0.162 |
| 60d ago | $2.130 | +0.165 |
| 90d ago | $2.201 | +0.094 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 17,263,289 | $5.5B | 14.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13,608,702 | $4.3B | 11.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 10,322,146 | $3.3B | 8.6% | — |
| STATE STREET CORP | 10,133,791 | $3.2B | 8.4% | — |
| Capital International Investors | 9,498,439 | $3.0B | 7.9% | ADD +49.3% |
| NORGES BANK | 4,341,196 | $1.4B | 3.6% | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | 4,263,663 | $1.4B | 3.5% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,319,405 | $1.1B | 2.8% | — |
| JPMORGAN CHASE & CO | 3,152,507 | $1.0B | 2.7% | — |
| FMR LLC | 3,082,787 | $981.3M | 2.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital International Investors | ADD | 6,363,818 | 9,498,439 | +49.3% | $3.0B |
| NORGES BANK | NEW | — | 4,341,196 | — | $1.4B |
| DEUTSCHE BANK AG\ | ADD | 664,076 | 1,259,073 | +89.6% | $400.8M |
| BANK OF AMERICA CORP /DE/ | ADD | 751,808 | 1,046,348 | +39.2% | $333.1M |
| UBS Group AG | ADD | 682,342 | 876,679 | +28.5% | $279.1M |
| Russell Investments Group, Ltd. | ADD | 504,455 | 682,363 | +35.3% | $217.5M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 274,566 | 380,081 | +38.4% | $121.0M |
| RAYMOND JAMES FINANCIAL INC | ADD | 283,502 | 358,585 | +26.5% | $114.1M |
| BARCLAYS PLC | TRIM | 448,153 | 249,400 | -44.3% | $79.4M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | TRIM | 429,554 | 205,286 | -52.2% | $65.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Sheek Samuel Wade | Chief Legal Officer | AWARD | 6,213 | — | — |
| Aug 13, 2026 | Vitan Nathaniel A. | Chief Legal Officer | SELL | 1,414 | $327.53 | $463.1K |
| Jul 29, 2026 | HAVNER RONALD L JR | Director | EXERCISE | 34,599.51 | — | — |
| Jul 29, 2026 | HAVNER RONALD L JR | Director | EXERCISE | 103,275 | — | — |
| Jul 28, 2026 | Johnson Natalia | CD&TO | EXERCISE | 3,284 | — | — |
| Jul 28, 2026 | Johnson Natalia | CD&TO | EXERCISE | 10,327 | — | — |
| Jun 30, 2026 | SPOGLI RONALD P | Director | AWARD | 145 | — | — |
| Jun 30, 2026 | SPOGLI RONALD P | Director | AWARD | 5.58 | $318.31 | $1.8K |
| Jun 30, 2026 | WILLIAMS PAUL S | Director | AWARD | 46 | $318.31 | $14.6K |
| Jun 30, 2026 | HAVNER RONALD L JR | Director | AWARD | 3.95 | $318.31 | $1.3K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 27, 2026 | Alan Armstrong | R | SENATE | BUY | $1,001 - $15,000 | Public Storage | Jul 22, 2026(117d) |
| Jan 12, 2026 | Virginia Foxx | R | HOUSE | SELL | $1,001 - $15,000 | Public Storage | Feb 9, 2026(29d) |