Market Cap
$12.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 3, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 22, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| May 1, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 4 | 12 | 1 | 0 | 28% | |
| Aug 1, 2026 | 1 | 4 | 12 | 1 | 0 | 28% | |
| Jul 1, 2026 | 1 | 4 | 12 | 1 | 0 | 28% | |
| Jun 1, 2026 | 1 | 4 | 12 | 1 | 0 | 28% | |
| May 1, 2026 | 1 | 5 | 12 | 1 | 0 | 32% | |
| Apr 1, 2026 | 1 | 5 | 12 | 1 | 0 | 32% | |
| Mar 1, 2026 | 1 | 6 | 13 | 0 | 0 | 35% | |
| Feb 1, 2026 | 5 | 14 | 3 | 0 | 0 | 86% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.61 | $1.54–$1.64 | 4.6% | -4.6% | 0↑ 7↓ | $0.8B | 7 |
| Next Q | $1.67 | $1.59–$1.72 | 4.9% | -4.3% | 0↑ 7↓ | $0.8B | 6 |
| Current FY | $6.46 | $6.29–$6.56 | 8.8% | -2.2% | 0↑ 7↓ | $3.0B | 8 |
| Next FY | $7.17 | $6.65–$7.65 | 11.0% | -2.3% | 0↑ 7↓ | $3.2B | 12 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.611 | — |
| 7d ago | $1.607 | +0.004 |
| 30d ago | $1.689 | -0.078 |
| 60d ago | $1.681 | -0.070 |
| 90d ago | $1.681 | -0.070 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 15,468,858 | $1.2B | 13.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,589,022 | $580.0M | 6.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,361,066 | $562.5M | 6.2% | — |
| GOLDMAN SACHS GROUP INC | 6,640,990 | $507.5M | 5.6% | DOUBLED +118.9% |
| STATE STREET CORP | 6,181,564 | $472.4M | 5.2% | — |
| MILLENNIUM MANAGEMENT LLC | 4,969,162 | $379.7M | 4.2% | — |
| DIMENSIONAL FUND ADVISORS LP | 4,839,477 | $369.8M | 4.1% | — |
| BARCLAYS PLC | 4,776,825 | $365.0M | 4.0% | DOUBLED +335.9% |
| Invesco Ltd. | 4,134,694 | $316.0M | 3.5% | — |
| MORGAN STANLEY | 3,707,186 | $283.3M | 3.1% | ADD +65.6% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | DOUBLED | 3,033,219 | 6,640,990 | +118.9% | $507.5M |
| BARCLAYS PLC | DOUBLED | 1,095,836 | 4,776,825 | +335.9% | $365.0M |
| MORGAN STANLEY | ADD | 2,238,644 | 3,707,186 | +65.6% | $283.3M |
| CITIGROUP INC | DOUBLED | 1,119,338 | 3,566,496 | +218.6% | $272.6M |
| Qube Research & Technologies Ltd | DOUBLED | 712,578 | 2,661,878 | +273.6% | $203.4M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | DOUBLED | 609,283 | 2,420,761 | +297.3% | $185.0M |
| NORGES BANK | NEW | — | 2,207,713 | — | $168.7M |
| JPMORGAN CHASE & CO | DOUBLED | 307,097 | 2,156,283 | +602.2% | $164.5M |
| BANK OF AMERICA CORP /DE/ | TRIM | 3,727,744 | 2,042,024 | -45.2% | $156.1M |
| UBS Group AG | TRIM | 2,829,670 | 2,026,762 | -28.4% | $154.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 20, 2026 | Cahill John P. | Director | D | 28,541.125 | — | — |
| Aug 20, 2026 | Crawford Frederick John | Director | D | 3,111 | — | — |
| Aug 20, 2026 | CIULLA JOHN R | Chairman and CEO | D | 360,083 | — | — |
| Aug 20, 2026 | CIULLA JOHN R | Chairman and CEO | D | 17,187.16 | — | — |
| Aug 20, 2026 | Antonopoulos Kristen | Chief Accounting Officer | D | 6,230 | — | — |
| Aug 20, 2026 | CIESLIK ELZBIETA | EVP & CAO of Bank | D | 24,248 | — | — |
| Aug 20, 2026 | Berner Kristy | EVP, GC & Corp Sec | D | 30,596.369 | — | — |
| Aug 20, 2026 | Evans Javier L. | Chief Human Resources Officer | D | 35,470.317 | — | — |
| Aug 20, 2026 | Aboelnaga Mona | Director | D | 14,311.92 | — | — |
| Aug 20, 2026 | ATWELL WILLIAM L | Director | D | 32,511 | — | — |