Market Cap
$81.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 4, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 30, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 30, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 30, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 16, 2026 | Scotiabank | MAINTAIN | Sector Perform | 56% |
| Jul 10, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 8, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Apr 30, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Apr 30, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Apr 30, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 12 | 16 | 11 | 0 | 0 | 72% | |
| Aug 1, 2026 | 12 | 16 | 11 | 0 | 0 | 72% | |
| Jul 1, 2026 | 12 | 16 | 11 | 0 | 0 | 72% | |
| Jun 1, 2026 | 12 | 16 | 11 | 0 | 0 | 72% | |
| May 1, 2026 | 12 | 16 | 11 | 0 | 0 | 72% | |
| Apr 1, 2026 | 12 | 16 | 11 | 0 | 0 | 72% | |
| Mar 1, 2026 | 12 | 16 | 10 | 0 | 0 | 74% | |
| Feb 1, 2026 | 12 | 16 | 10 | 0 | 0 | 74% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.19 | $2.09–$2.35 | 10.5% | -0.0% | 9↑ 12↓ | $6.8B | 24 |
| Next Q | $2.10 | $1.96–$2.27 | 8.9% | -0.1% | 0↑ 20↓ | $6.7B | 24 |
| Current FY | $8.14 | $7.89–$8.60 | 8.6% | +0.2% | 10↑ 14↓ | $26.4B | 28 |
| Next FY | $9.11 | $8.48–$9.99 | 11.8% | -0.1% | 9↑ 17↓ | $27.8B | 28 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.188 | — |
| 7d ago | $2.188 | -0.000 |
| 30d ago | $2.188 | -0.000 |
| 60d ago | $2.180 | +0.008 |
| 90d ago | $2.201 | -0.014 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 30,733,944 | $6.8B | 13.0% | — |
| GATES FOUNDATION TRUST | 26,720,744 | $6.0B | 11.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 25,179,716 | $5.6B | 10.7% | — |
| STATE STREET CORP | 18,008,931 | $4.0B | 7.6% | — |
| Capital Research Global Investors | 10,438,136 | $2.3B | 4.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10,121,428 | $2.3B | 4.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 9,068,808 | $2.0B | 3.8% | — |
| AMERIPRISE FINANCIAL INC | 7,086,113 | $1.6B | 3.0% | — |
| MORGAN STANLEY | 6,584,906 | $1.5B | 2.8% | — |
| PARNASSUS INVESTMENTS, LLC | 4,792,005 | $1.1B | 2.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 4,771,642 | — | $1.1B |
| BARCLAYS PLC | TRIM | 2,723,198 | 1,884,143 | -30.8% | $419.9M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | TRIM | 1,579,088 | 1,176,163 | -25.5% | $262.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 806,172 | 1,017,948 | +26.3% | $226.9M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 509,834 | 818,814 | +60.6% | $182.5M |
| Alyeska Investment Group, L.P. | ADD | 514,347 | 791,179 | +53.8% | $176.3M |
| ALLIANCEBERNSTEIN L.P. | TRIM | 1,174,501 | 714,993 | -39.1% | $164.3M |
| CITADEL ADVISORS LLC | DOUBLED | 102,938 | 618,511 | +500.9% | $137.9M |
| VOYA INVESTMENT MANAGEMENT LLC | TRIM | 907,724 | 604,580 | -33.4% | $134.7M |
| MAIRS & POWER INC | ADD | 398,240 | 591,025 | +48.4% | $131.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 4, 2026 | Carroll John A. | VP & Chief Accounting Officer | SELL | 1,365 | $219.90 | $300.2K |
| Sep 3, 2026 | Stith Kimberly G. | SVP - Chief HR Officer | TAX W/H | 356 | $220.13 | $78.4K |
| Aug 28, 2026 | Carroll John A. | VP & Chief Accounting Officer | GIFT | 4,873.939 | — | — |
| Aug 7, 2026 | Reed David L. | EVP & CFO | GIFT | 5,357.168 | — | — |
| Jun 5, 2026 | Carrasco Rafael | SVP of Enterprise Strategy | SELL | 2,655 | $220.47 | $585.3K |
| Jun 5, 2026 | Carrasco Rafael | SVP of Enterprise Strategy | EXERCISE | 2,655 | $126.01 | $334.5K |
| May 20, 2026 | Hemmer Tara J. | EVP & Chief Operating Officer | AWARD | 2,544 | — | — |
| May 20, 2026 | Morris John J | President | TAX W/H | 566 | $220.49 | $124.8K |
| May 20, 2026 | Dalby Marcel | SVP Bus Optimiz & Collection | AWARD | 2,257 | — | — |
| May 15, 2026 | Sylvester Maryrose | Director | AWARD | 861 | $220.71 | $190.0K |