Market Cap
$169.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 23, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Jul 16, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Jul 9, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 8, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Jun 30, 2026 | UBS | MAINTAIN | Sell | 55% |
| Jun 17, 2026 | JP Morgan | MAINTAIN | Underweight | 55% |
| Jun 15, 2026 | Scotiabank | MAINTAIN | Sector Underweight | 56% |
| May 22, 2026 | Barclays | INITIATE | Underweight | 54% |
| May 21, 2026 | UBS | MAINTAIN | Sell | 55% |
| May 15, 2026 | Scotiabank | MAINTAIN | Sector Underperform | 56% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 0 | 7 | 7 | 3 | 6% | |
| Aug 1, 2026 | 1 | 0 | 7 | 7 | 3 | 6% | |
| Jul 1, 2026 | 1 | 1 | 6 | 6 | 3 | 12% | |
| Jun 1, 2026 | 1 | 1 | 6 | 6 | 3 | 12% | |
| May 1, 2026 | 1 | 1 | 6 | 6 | 3 | 12% | |
| Apr 1, 2026 | 1 | 1 | 5 | 6 | 3 | 13% | |
| Mar 1, 2026 | 1 | 1 | 5 | 6 | 3 | 13% | |
| Feb 1, 2026 | 1 | 1 | 6 | 5 | 3 | 13% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.87 | $1.60–$2.16 | 44.3% | +2.8% | 2↑ 2↓ | $4.3B | 8 |
| Next Q | $1.87 | $1.48–$2.16 | 23.5% | +3.7% | 4↑ 0↓ | $4.2B | 8 |
| Current FY | $7.70 | $6.97–$8.25 | 51.5% | +0.6% | 3↑ 4↓ | $17.1B | 13 |
| Next FY | $7.28 | $5.43–$8.25 | -5.5% | +2.0% | 4↑ 3↓ | $16.2B | 13 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.873 | — |
| 7d ago | $1.822 | +0.051 |
| 30d ago | $1.822 | +0.051 |
| 60d ago | $1.711 | +0.162 |
| 90d ago | $1.673 | +0.200 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 9,924,823 | $1.7B | 17.5% | — |
| Capital World Investors | 7,761,679 | $1.4B | 13.7% | — |
| STATE STREET CORP | 3,028,569 | $527.8M | 5.3% | — |
| Fisher Asset Management, LLC | 2,789,416 | $486.1M | 4.9% | — |
| Neuberger Berman Group LLC | 2,530,481 | $440.5M | 4.4% | — |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2,525,142 | $439.8M | 4.4% | — |
| BANK OF AMERICA CORP /DE/ | 1,827,433 | $318.4M | 3.2% | ADD +37.7% |
| GOLDMAN SACHS GROUP INC | 1,546,865 | $269.6M | 2.7% | — |
| MORGAN STANLEY | 1,389,277 | $242.1M | 2.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | ADD | 1,326,812 | 1,827,433 | +37.7% | $318.4M |
| NORTHERN TRUST CORP | ADD | 902,423 | 1,154,493 | +27.9% | $201.2M |
| NORGES BANK | NEW | — | 781,020 | — | $136.1M |
| Capital Research Global Investors | TRIM | 1,274,258 | 721,148 | -43.4% | $125.7M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | ADD | 323,715 | 611,241 | +88.8% | $106.5M |
| DEUTSCHE BANK AG\ | DOUBLED | 229,963 | 492,196 | +114.0% | $85.8M |
| CITADEL ADVISORS LLC | TRIM | 778,963 | 397,245 | -49.0% | $69.2M |
| WELLS FARGO & COMPANY/MN | DOUBLED | 147,845 | 346,480 | +134.4% | $60.4M |
| BARCLAYS PLC | DOUBLED | 63,553 | 320,181 | +403.8% | $55.8M |
| MARSHALL WACE, LLP | DOUBLED | 52,629 | 309,125 | +487.4% | $53.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 24, 2026 | PALOMINO BONILLA LUIS MIGUEL | Director | SELL | 100 | $200.00 | $20.0K |
| Sep 8, 2026 | PALOMINO BONILLA LUIS MIGUEL | Director | SELL | 100 | $210.00 | $21.0K |
| Sep 4, 2026 | PALOMINO BONILLA LUIS MIGUEL | Director | SELL | 100 | $200.00 | $20.0K |
| Aug 31, 2026 | PALOMINO BONILLA LUIS MIGUEL | Director | SELL | 400 | $217.50 | $87.0K |
| Aug 31, 2026 | PALOMINO BONILLA LUIS MIGUEL | Director | SELL | 0 | — | — |
| Aug 5, 2026 | PALOMINO BONILLA LUIS MIGUEL | Director | SELL | 100 | $198.30 | $19.8K |
| Aug 5, 2026 | PALOMINO BONILLA LUIS MIGUEL | Director | SELL | 100 | $200.00 | $20.0K |
| Aug 4, 2026 | PALOMINO BONILLA LUIS MIGUEL | Director | SELL | 100 | $195.00 | $19.5K |
| Jul 24, 2026 | PALOMINO BONILLA LUIS MIGUEL | Director | SELL | 100 | $179.00 | $17.9K |
| Jul 24, 2026 | Valenzuela Rionda Jose Pedro | Director | AWARD | 400 | — | — |