Market Cap
$100.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jan 16, 2026 | UBS | DOWNGRADE | Neutral | 55% |
| Jan 6, 2026 | Barclays | DOWNGRADE | Equal-Weight | 54% |
| Dec 9, 2025 | Guggenheim | DOWNGRADE | Neutral | 52% |
| Dec 8, 2025 | JP Morgan | DOWNGRADE | Neutral | 55% |
| Sep 8, 2025 | Morgan Stanley | UPGRADE | Overweight | 55% |
| Sep 2, 2025 | Deutsche Bank | UPGRADE | Buy | 58% |
| Aug 8, 2025 | JP Morgan | UPGRADE | Overweight | 55% |
| Mar 21, 2025 | Goldman Sachs | INITIATE | Neutral | 54% |
| Jul 26, 2024 | Argus Research | MAINTAIN | Buy | 54% |
| Jan 23, 2024 | Morgan Stanley | INITIATE | Equal-Weight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 10 | 12 | 1 | 0 | 57% | |
| Aug 1, 2026 | 7 | 10 | 12 | 1 | 0 | 57% | |
| Jul 1, 2026 | 7 | 9 | 12 | 1 | 0 | 55% | |
| Jun 1, 2026 | 7 | 9 | 12 | 1 | 0 | 55% | |
| May 1, 2026 | 7 | 11 | 11 | 1 | 0 | 60% | |
| Apr 1, 2026 | 7 | 11 | 11 | 1 | 0 | 60% | |
| Mar 1, 2026 | 7 | 11 | 11 | 1 | 0 | 60% | |
| Feb 1, 2026 | 8 | 11 | 10 | 1 | 0 | 63% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.56 | $1.54–$1.58 | -8.0% | +1.0% | 1↑ 0↓ | $13.2B | 2 |
| Next Q | $1.12 | $1.07–$1.17 | 22.6% | +4.0% | 1↑ 0↓ | $12.5B | 2 |
| Current FY | $5.02 | $4.93–$5.15 | 7.4% | +0.6% | 2↑ 0↓ | $47.6B | 6 |
| Next FY | $5.40 | $5.19–$5.59 | 7.7% | +0.4% | 3↑ 0↓ | $50.6B | 6 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.557 | — |
| 7d ago | $1.542 | +0.015 |
| 30d ago | $1.542 | +0.015 |
| 60d ago | $1.596 | -0.038 |
| 90d ago | $1.647 | -0.090 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| DODGE & COX | 28,088,274 | $1.2B | 18.8% | — |
| MORGAN STANLEY | 10,702,527 | $456.6M | 7.2% | — |
| Fisher Asset Management, LLC | 10,627,088 | $453.4M | 7.1% | — |
| BANK OF AMERICA CORP /DE/ | 8,008,572 | $341.6M | 5.4% | — |
| Invesco Ltd. | 6,798,961 | $290.0M | 4.6% | — |
| JPMORGAN CHASE & CO | 6,573,682 | $285.5M | 4.5% | — |
| BRANDES INVESTMENT PARTNERS, LP | 4,136,417 | $176.5M | 2.8% | — |
| FEDERATED HERMES, INC. | 3,849,802 | $164.2M | 2.6% | — |
| Boston Partners | 3,844,844 | $164.0M | 2.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | TRIM | 5,887,466 | 2,680,973 | -54.5% | $114.4M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 833,780 | 2,405,640 | +188.5% | $102.6M |
| BlackRock, Inc. | TRIM | 3,183,600 | 1,936,502 | -39.2% | $82.6M |
| UBS Group AG | ADD | 983,846 | 1,693,442 | +72.1% | $72.2M |
| NORTHERN TRUST CORP | TRIM | 2,277,939 | 1,690,344 | -25.8% | $72.1M |
| VAN ECK ASSOCIATES CORP | TRIM | 1,297,714 | 877,020 | -32.4% | $37.4M |
| Federation des caisses Desjardins du Quebec | DOUBLED | 403,774 | 873,273 | +116.3% | $37.3M |
| Point72 Asset Management, L.P. | NEW | — | 820,078 | — | $35.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 464,569 | 637,703 | +37.3% | $27.2M |
| Qube Research & Technologies Ltd | NEW | — | 634,794 | — | $27.1M |