Market Cap
$22.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 9, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Aug 31, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Aug 10, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Aug 3, 2026 | Keefe, Bruyette & Woods | REITERATE | Market Perform | 58% |
| Aug 3, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Aug 3, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Aug 3, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Aug 3, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Jul 20, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 0 | 11 | 6 | 2 | 0% | |
| Aug 1, 2026 | 0 | 0 | 11 | 6 | 2 | 0% | |
| Jul 1, 2026 | 0 | 0 | 11 | 6 | 2 | 0% | |
| Jun 1, 2026 | 0 | 0 | 11 | 6 | 2 | 0% | |
| May 1, 2026 | 0 | 0 | 11 | 6 | 2 | 0% | |
| Apr 1, 2026 | 0 | 0 | 11 | 6 | 2 | 0% | |
| Mar 1, 2026 | 0 | 0 | 11 | 6 | 2 | 0% | |
| Feb 1, 2026 | 0 | 0 | 11 | 6 | 2 | 0% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.67 | $2.50–$2.89 | -5.1% | -0.2% | 3↑ 3↓ | $2.0B | 12 |
| Next Q | $2.46 | $2.22–$2.65 | 1.0% | +0.2% | 3↑ 4↓ | $2.0B | 10 |
| Current FY | $10.21 | $9.81–$10.60 | 5.1% | -0.1% | 6↑ 2↓ | $7.7B | 13 |
| Next FY | $10.32 | $9.19–$11.25 | 1.1% | +0.1% | 6↑ 4↓ | $7.9B | 13 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.668 | — |
| 7d ago | $2.671 | -0.003 |
| 30d ago | $2.672 | -0.004 |
| 60d ago | $2.655 | +0.013 |
| 90d ago | $2.494 | +0.173 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 23,996,119 | $2.7B | 16.4% | — |
| STATE STREET CORP | 14,653,478 | $1.7B | 10.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 13,972,686 | $1.6B | 9.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10,042,805 | $1.1B | 6.9% | — |
| GOLDMAN SACHS GROUP INC | 8,452,903 | $961.0M | 5.8% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7,163,538 | $814.4M | 4.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 6,263,829 | $709.9M | 4.3% | — |
| MORGAN STANLEY | 4,116,868 | $468.0M | 2.8% | — |
| Invesco Ltd. | 3,955,664 | $449.7M | 2.7% | — |
| FAYEZ SAROFIM & CO | 3,923,459 | $446.1M | 2.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | ADD | 1,054,993 | 1,583,069 | +50.1% | $180.0M |
| AMERIPRISE FINANCIAL INC | ADD | 1,059,623 | 1,419,061 | +33.9% | $161.3M |
| CITIGROUP INC | DOUBLED | 574,881 | 1,374,778 | +139.1% | $156.3M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | TRIM | 1,667,304 | 1,166,762 | -30.0% | $132.6M |
| Amundi | TRIM | 1,450,652 | 900,175 | -37.9% | $102.3M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | DOUBLED | 271,137 | 851,396 | +214.0% | $96.8M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 323,904 | 509,451 | +57.3% | $57.9M |
| NORGES BANK | NEW | — | 466,944 | — | $53.1M |
| Freestone Grove Partners LP | NEW | — | 442,445 | — | $50.3M |
| Quantinno Capital Management LP | ADD | 310,375 | 440,692 | +42.0% | $50.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 29, 2026 | WIJNBERG SANDRA S | Director | AWARD | 163.705 | $104.51 | $17.1K |
| Sep 29, 2026 | Verma Richard R. | Director | AWARD | 60.83 | $104.51 | $6.4K |
| Sep 29, 2026 | STEVENS ROBERT J | Director | AWARD | 314.039 | $104.51 | $32.8K |
| Sep 29, 2026 | WILSON ALAN D | Director | AWARD | 520.175 | $104.51 | $54.4K |
| Sep 29, 2026 | Smith Cynthia F | Director | AWARD | 77.377 | $104.51 | $8.1K |
| Sep 29, 2026 | Golston Allan C. | Director | AWARD | 60.83 | $104.51 | $6.4K |
| Sep 29, 2026 | MacLellan Robert F. | Director | AWARD | 212.463 | $104.51 | $22.2K |
| Sep 29, 2026 | DUBLON DINA | Director | AWARD | 120.45 | $104.51 | $12.6K |
| Sep 29, 2026 | DONNELLY WILLIAM P | Director | AWARD | 163.993 | $104.51 | $17.1K |
| Jun 30, 2026 | DONNELLY WILLIAM P | Director | AWARD | 576 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 20, 2026 | Kevin Hern | R | HOUSE | SELL | $15,001 - $50,000 | T. Rowe Price Group Inc | Apr 6, 2026(18d) |