Market Cap
$6.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 10, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Aug 7, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 7, 2026 | Needham | REITERATE | Buy | 50% |
| Aug 7, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Jul 16, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 14, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 8, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| May 18, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| May 5, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| May 4, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 5 | 14 | 9 | 1 | 17% | |
| Aug 1, 2026 | 1 | 4 | 13 | 9 | 1 | 18% | |
| Jul 1, 2026 | 2 | 7 | 12 | 5 | 0 | 35% | |
| Jun 1, 2026 | 2 | 7 | 12 | 5 | 0 | 35% | |
| May 1, 2026 | 2 | 7 | 12 | 5 | 0 | 35% | |
| Apr 1, 2026 | 2 | 7 | 12 | 5 | 0 | 35% | |
| Mar 1, 2026 | 2 | 7 | 12 | 5 | 0 | 35% | |
| Feb 1, 2026 | 2 | 7 | 14 | 3 | 0 | 35% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.47 | $1.34–$1.63 | -11.7% | -0.7% | 2↑ 11↓ | $3.0B | 16 |
| Next Q | $1.03 | $0.89–$1.12 | -14.5% | -0.3% | 3↑ 11↓ | $2.7B | 16 |
| Current FY | $4.72 | $4.43–$4.87 | -12.9% | -0.7% | 12↑ 7↓ | $11.1B | 20 |
| Next FY | $4.89 | $4.27–$5.71 | 3.6% | -0.4% | 6↑ 14↓ | $11.1B | 20 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.474 | — |
| 7d ago | $1.485 | -0.011 |
| 30d ago | $1.485 | -0.011 |
| 60d ago | $1.514 | -0.040 |
| 90d ago | $1.520 | -0.046 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| DODGE & COX | 19,065,434 | $742.8M | 12.3% | — |
| BlackRock, Inc. | 12,150,389 | $473.4M | 7.9% | — |
| AQR CAPITAL MANAGEMENT LLC | 11,108,304 | $432.8M | 7.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10,619,176 | $413.7M | 6.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 10,365,239 | $403.8M | 6.7% | — |
| DIMENSIONAL FUND ADVISORS LP | 8,828,265 | $344.0M | 5.7% | — |
| STATE STREET CORP | 8,373,108 | $326.2M | 5.4% | — |
| Invesco Ltd. | 6,316,964 | $246.1M | 4.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,456,972 | $173.3M | 2.9% | — |
| GOLDMAN SACHS GROUP INC | 3,928,227 | $153.0M | 2.5% | ADD +55.6% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | 2,523,959 | 3,928,227 | +55.6% | $153.0M |
| UBS Group AG | DOUBLED | 1,332,079 | 3,029,427 | +127.4% | $118.0M |
| NORGES BANK | NEW | — | 2,857,828 | — | $111.3M |
| JPMORGAN CHASE & CO | DOUBLED | 657,396 | 2,249,578 | +242.2% | $89.7M |
| BRANDES INVESTMENT PARTNERS, LP | ADD | 1,639,212 | 2,212,781 | +35.0% | $86.2M |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | ADD | 1,438,500 | 1,994,500 | +38.7% | $77.7M |
| MARSHALL WACE, LLP | DOUBLED | 787,304 | 1,927,074 | +144.8% | $75.1M |
| Man Group plc | ADD | 1,347,833 | 1,764,954 | +30.9% | $68.8M |
| Amundi | DOUBLED | 451,290 | 1,232,918 | +173.2% | $48.0M |
| Robeco Institutional Asset Management B.V. | DOUBLED | 550,829 | 1,186,511 | +115.4% | $46.2M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | HERINGTON CHARLES M | Director | AWARD | 395 | — | — |
| Sep 30, 2026 | Cocks Christian P | Director | AWARD | 789 | — | — |
| Jun 30, 2026 | Cocks Christian P | Director | AWARD | 738 | — | — |
| Jun 30, 2026 | HERINGTON CHARLES M | Director | AWARD | 369 | — | — |
| May 21, 2026 | Molson Geoffrey E. | Director | SELL | 1,245 | $42.50 | $52.9K |
| May 18, 2026 | Eaton Roger G. | Director | TAX W/H | 610 | $41.68 | $25.4K |
| May 18, 2026 | Molson Geoffrey E. | Director | TAX W/H | 1,422 | $41.68 | $59.3K |
| May 18, 2026 | Molson Andrew Thomas | Director | TAX W/H | 1,422 | $41.68 | $59.3K |
| May 18, 2026 | O'Sullivan Nessa | Director | TAX W/H | 610 | $41.68 | $25.4K |
| May 18, 2026 | Riley H Sanford | Director | TAX W/H | 1,345 | $41.68 | $56.1K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Sep 23, 2025 | Julie Johnson | D | HOUSE | SELL | $1,001 - $15,000 | Molson Coors Beverage Company | Aug 6, 2026(318d) |
| Sep 23, 2025 | Julie Johnson | D | HOUSE | BUY | $1,001 - $15,000 | Molson Coors Beverage Company | Aug 6, 2026(318d) |