Market Cap
$74.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 14, 2026 | UBS | MAINTAIN | Buy | 55% |
| Sep 9, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 27, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Jul 27, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 27, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 27, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 27, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Jul 27, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 27, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 16, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 19 | 3 | 2 | 0 | 85% | |
| Aug 1, 2026 | 10 | 19 | 3 | 2 | 0 | 85% | |
| Jul 1, 2026 | 8 | 19 | 4 | 2 | 0 | 82% | |
| Jun 1, 2026 | 8 | 19 | 4 | 2 | 0 | 82% | |
| May 1, 2026 | 8 | 19 | 4 | 2 | 0 | 82% | |
| Apr 1, 2026 | 9 | 19 | 4 | 1 | 0 | 85% | |
| Mar 1, 2026 | 9 | 19 | 4 | 1 | 0 | 85% | |
| Feb 1, 2026 | 9 | 19 | 4 | 1 | 0 | 85% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.62 | $0.59–$0.68 | -10.0% | -0.2% | 5↑ 14↓ | $9.3B | 21 |
| Next Q | $0.78 | $0.73–$0.88 | 0.3% | -1.2% | 2↑ 17↓ | $10.0B | 21 |
| Current FY | $2.49 | $2.37–$2.72 | -15.1% | -0.5% | 2↑ 6↓ | $37.0B | 26 |
| Next FY | $3.23 | $2.88–$3.92 | 29.9% | -0.1% | 0↑ 7↓ | $40.0B | 25 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.621 | — |
| 7d ago | $0.621 | +0.000 |
| 30d ago | $0.622 | -0.001 |
| 60d ago | $0.626 | -0.005 |
| 90d ago | $0.666 | -0.045 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 116,151,208 | $5.4B | 11.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 97,674,144 | $4.5B | 9.8% | — |
| STATE STREET CORP | 91,222,641 | $4.3B | 9.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 75,128,679 | $3.5B | 7.5% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 48,266,346 | $2.2B | 4.8% | — |
| Capital World Investors | 47,500,241 | $2.2B | 4.8% | — |
| MORGAN STANLEY | 37,748,422 | $1.8B | 3.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 35,283,508 | $1.6B | 3.5% | — |
| UBS Group AG | 31,447,572 | $1.5B | 3.2% | — |
| First Eagle Investment Management, LLC | 28,913,733 | $1.3B | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 22,041,797 | 27,558,930 | +25.0% | $1.3B |
| NORGES BANK | NEW | — | 22,411,550 | — | $1.0B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | DOUBLED | 156,927 | 10,134,731 | +6358.2% | $471.2M |
| GOLDMAN SACHS GROUP INC | TRIM | 12,829,697 | 8,717,505 | -32.1% | $405.3M |
| Capital International Investors | TRIM | 12,437,748 | 7,220,351 | -41.9% | $335.7M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | TRIM | 9,706,372 | 6,764,047 | -30.3% | $314.5M |
| LAZARD ASSET MANAGEMENT LLC | TRIM | 7,859,902 | 5,643,969 | -28.2% | $262.4M |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 7,838,119 | 5,531,229 | -29.4% | $257.1M |
| AMERICAN CENTURY COMPANIES INC | ADD | 3,596,293 | 4,889,549 | +36.0% | $227.3M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 1,795,348 | 3,609,057 | +101.0% | $167.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Le Peuch Olivier | Chief Executive Officer | SELL | 35,000 | $60.00 | $2.1M |
| Aug 31, 2026 | Le Peuch Olivier | Chief Executive Officer | SELL | 5,000 | $60.00 | $300.0K |
| Aug 27, 2026 | Le Peuch Olivier | Chief Executive Officer | SELL | 5,000 | $55.00 | $275.0K |
| Aug 26, 2026 | Le Peuch Olivier | Chief Executive Officer | SELL | 25,000 | $52.55 | $1.3M |
| May 27, 2026 | Le Peuch Olivier | Chief Executive Officer | SELL | 25,000 | $56.99 | $1.4M |
| May 7, 2026 | de La Chevardiere Patrick | Director | SELL | 2,000 | $54.33 | $108.7K |
| May 1, 2026 | Narayanan Vanitha | Director | AWARD | 3,428 | — | — |
| May 1, 2026 | Leupold Samuel Georg Friedrich | Director | AWARD | 3,428 | — | — |
| May 1, 2026 | HACKETT JAMES T | Director | AWARD | 5,450 | — | — |
| May 1, 2026 | Coleman Peter John | Director | AWARD | 3,428 | — | — |