Market Cap
$44.2B
XYZ
Block, Inc.
$74.60 ▲ +0.76%
Prev close $74.04Market cap$44.2B
ConsensusStrong Buy
12-mo target$98.39 (+31.8%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (4 insiders)45 New Institutional Positions5 Institutional Exits Software & IT
Snapshot
The big-picture read on XYZ right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (81%)
Inst. Holders
50 funds
Inst. Value
$24.5B
Inst. Activity
45 buys / 5 sells
Insider Activity
$0.00 buy / $19.9M sell
Insider Net $
-$19.9M
Social Sentiment
46° Neutral
SEC Reports
20
Price chart 30d -9.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 Insider
Eisen Anthony Mathew sold 6,000 shares
Director @ $73.67 ($442.0K)
Sep 30, 2026 Insider
Eisen Anthony Mathew sold 6,000 shares
Director @ $74.33 ($446.0K)
Sep 29, 2026 Insider
Eisen Anthony Mathew sold 6,000 shares
Director @ $73.29 ($439.7K)
Sep 29, 2026 Event
Block Communications, Inc. et al v. Moorgate Capital Partners, LLC et al
Court ruling (ohnd) — Docket: 3:18-cv-01315
Sep 25, 2026 short_volume
Sep 1, 2026 SEC Short Volume: XYZ — 56.5% short (0.7M / 1.2M)
Short: 684,132 | Exempt: 529 | TRF Vol: 1,211,101 | Short Ratio: 56.5% | Off-exchange volume (dark p
A cluster of 4 insiders at Block, Inc. sold $1.31M in stock over a week, including the CFO/COO and Ecosystem Lead. The t
CLUSTER — Impact 2/10
The court granted a protective order shielding plaintiff's counsel's communications with nine former Block employees fro
COURT-RULING — Impact 6/10
Four insiders at Block, Inc. (XYZ) sold a total of $1.34M in open-market sales over a 7-day window ending August 25, 202
CLUSTER — Impact 2/10
Analyst ratings buy % +17.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
81% rate it Buy or better · 53 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Sep 25, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Sep 25, 2026 | BTIG | REITERATE | Buy | 53% |
| Sep 10, 2026 | Macquarie | MAINTAIN | Neutral | 55% |
| Sep 10, 2026 | StoneX | UPGRADE | Buy | — |
| Sep 2, 2026 | Scotiabank | INITIATE | Sector Perform | 56% |
| Aug 25, 2026 | Wolfe Research | MAINTAIN | Outperform | 52% |
| Aug 13, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Aug 11, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 7, 2026 | Argus Research | MAINTAIN | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 14 | 29 | 10 | 0 | 0 | 81% | |
| Aug 1, 2026 | 14 | 28 | 10 | 0 | 0 | 81% | |
| Jul 1, 2026 | 14 | 27 | 7 | 0 | 0 | 85% | |
| Jun 1, 2026 | 14 | 26 | 7 | 1 | 0 | 83% | |
| May 1, 2026 | 14 | 26 | 9 | 1 | 0 | 80% | |
| Apr 1, 2026 | 14 | 26 | 8 | 1 | 0 | 82% | |
| Mar 1, 2026 | 15 | 22 | 10 | 2 | 0 | 76% | |
| Feb 1, 2026 | 15 | 19 | 12 | 2 | 0 | 71% |
Price targets
Where 42 covering analysts think XYZ trades over the next 12 months.
$98.39 +31.8% upside Strong Buy
Current$74.67 Low$75.00 Median$99.00 High$125.00 42 analysts
$75.00$125.00
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Social media sentiment mood -20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
46°
Neutral
BearishNeutralBullish
Recent posts
The game is actually rigged : The P U P M. (Post 3/45)
▲ 1 · 💬 1· ⚡ 0.5
Being aware of a trap before purchase: The hidden cost. (Post 2/45)
▲ 1 · 💬 1· ⚡ 0.5
Let’s talk about penny stocks (The First Understand). (Post 1/45)
▲ 1 · 💬 3· ⚡ 0.5
Can we make a log of brokerage-specific trading rules?
▲ 1 · 💬 0· ⚡ 0.5
[Hypothetical Question] How much could shorts gain if a $4T stock collapsed
▲ 1 · 💬 6· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 2 bullish, 1 bearish, 1 mixed, 16 neutral · avg impact 2.6/10.
NEUTRALCLUSTER2/10
A cluster of 4 insiders at Block, Inc. sold $1.31M in stock over a week, including the CFO/COO and E
Sep 1, 2026
BEARISHCOURT-RULING6/10
The court granted a protective order shielding plaintiff's counsel's communications with nine former
Aug 28, 2026
NEUTRALCLUSTER2/10
Four insiders at Block, Inc. (XYZ) sold a total of $1.34M in open-market sales over a 7-day window e
Aug 27, 2026
NEUTRALCLUSTER3/10
A cluster of insider selling at Block, Inc. (XYZ) saw the CFO & COO, a director, and a business lead
Aug 25, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
Enforcement
Block Communications, Inc. et al v. Moorgate Capital Partners, LLC et al
Court ruling (ohnd) — Docket: 3:18-cv-01315
Sep 28, 2026
Enforcement
Bailey v. Block, Inc. et al
Court ruling (cand) — Docket: 4:25-cv-05625
Sep 25, 2026
short_volume
Short Volume: XYZ — 56.5% short (0.7M / 1.2M)
Short: 684,132 | Exempt: 529 | TRF Vol: 1,211,101 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: XYZ — 58.4% short (1.1M / 2.0M)
Short: 1,147,688 | Exempt: 155 | TRF Vol: 1,964,615 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: XYZ — 59.9% short (0.8M / 1.4M)
Short: 826,290 | Exempt: 0 | TRF Vol: 1,378,668 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.02 | $0.93–$1.07 | 89.5% | -0.1% | 17↑ 10↓ | $6.6B | 32 |
| Next Q | $1.16 | $1.12–$1.23 | 78.3% | +0.1% | 9↑ 19↓ | $6.7B | 31 |
| Current FY | $4.05 | $4.00–$4.14 | 70.8% | +0.0% | 36↑ 1↓ | $26.1B | 40 |
| Next FY | $5.20 | $4.20–$5.63 | 28.4% | +0.8% | 30↑ 6↓ | $29.0B | 40 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.023 | — |
| 7d ago | $1.024 | -0.000 |
| 30d ago | $1.024 | -0.001 |
| 60d ago | $1.013 | +0.010 |
| 90d ago | $1.011 | +0.013 |
Institutional ownership
Which big funds own XYZ (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $24.5B total value (321,295,869 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 45 institutions added/increased vs 5 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 41,573,031 | $3.2B | 12.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 34,947,284 | $2.7B | 10.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 24,929,106 | $1.9B | 7.7% | — |
| STATE STREET CORP | 23,055,792 | $1.8B | 7.2% | — |
| Capital World Investors | 21,404,048 | $1.6B | 6.7% | — |
| MORGAN STANLEY | 15,133,884 | $1.2B | 4.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 14,236,500 | $1.1B | 4.6% | — |
| AMERIPRISE FINANCIAL INC | 8,464,132 | $643.3M | 2.6% | — |
| NORGES BANK | 7,797,430 | $592.6M | 2.4% | NEW |
| LOOMIS SAYLES & CO L P | 7,340,417 | $557.9M | 2.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 7,797,430 | — | $592.6M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 2,740,481 | 5,806,130 | +111.9% | $441.3M |
| Point72 Asset Management, L.P. | TRIM | 6,298,335 | 4,470,306 | -29.0% | $339.7M |
| JPMORGAN CHASE & CO | ADD | 3,009,725 | 4,130,730 | +37.2% | $322.3M |
| Third Point LLC | NEW | — | 2,558,943 | — | $194.5M |
| BARCLAYS PLC | ADD | 1,335,493 | 2,312,392 | +73.1% | $175.7M |
| UBS Group AG | TRIM | 3,594,731 | 2,092,359 | -41.8% | $159.0M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 1,274,198 | 1,921,416 | +50.8% | $146.0M |
| Robeco Institutional Asset Management B.V. | DOUBLED | 447,044 | 1,560,555 | +249.1% | $118.6M |
| AMERICAN CENTURY COMPANIES INC | ADD | 882,270 | 1,209,618 | +37.1% | $91.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
6 insiders, 50 transactions. Net -$19.9M — $0.00 bought, $19.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | Eisen Anthony Mathew | Director | SELL | 6,000 | $73.67 | $442.0K |
| Sep 30, 2026 | Eisen Anthony Mathew | Director | SELL | 6,000 | $74.33 | $446.0K |
| Sep 29, 2026 | Eisen Anthony Mathew | Director | SELL | 6,000 | $73.29 | $439.7K |
| Sep 28, 2026 | Eisen Anthony Mathew | Director | SELL | 6,000 | $75.20 | $451.2K |
| Sep 25, 2026 | Eisen Anthony Mathew | Director | SELL | 6,000 | $76.90 | $461.4K |
| Sep 24, 2026 | Eisen Anthony Mathew | Director | SELL | 6,000 | $74.58 | $447.5K |
| Sep 23, 2026 | Eisen Anthony Mathew | Director | SELL | 6,000 | $76.67 | $460.0K |
| Sep 22, 2026 | Eisen Anthony Mathew | Director | SELL | 6,000 | $79.59 | $477.5K |
| Sep 21, 2026 | Eisen Anthony Mathew | Director | SELL | 6,000 | $77.54 | $465.2K |
| Sep 18, 2026 | Eisen Anthony Mathew | Director | SELL | 6,000 | $76.55 | $459.3K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for XYZ.
Shares short
13,406,927
Settlement Sep 15, 2026
Change vs prior
+4.4%
Semi-monthly cycle
Days to cover
3.6
At avg daily volume
Of shares outstanding
≈2.2%
Estimate — not % of float
All XYZ filing & press-release reports (31)
- CLUSTER reportSep 1, 2026
- COURT-RULING reportAug 28, 2026
- CLUSTER reportAug 27, 2026
- CLUSTER reportAug 25, 2026
- CLUSTER reportAug 24, 2026
- CLUSTER reportAug 14, 2026
- COURT-RULING reportAug 14, 2026
- CLUSTER reportAug 11, 2026
- CLUSTER reportAug 7, 2026
- CLUSTER reportAug 6, 2026
- CLUSTER reportAug 6, 2026
- COURT-RULING reportJul 22, 2026
- COURT-RULING reportJul 15, 2026
- CLUSTER reportJul 13, 2026
- CLUSTER reportJul 8, 2026
- CLUSTER reportJul 8, 2026
- COURT-RULING reportJul 3, 2026
- COURT-RULING reportJun 8, 2026
- CLUSTER reportJun 3, 2026
- CLUSTER reportMay 27, 2026
- CLUSTER reportMay 22, 2026
- COURT-RULING reportMay 20, 2026
- COURT-RULING reportMay 19, 2026
- COURT-RULING reportMay 9, 2026
- COURT-RULING reportMay 4, 2026
- COURT-RULING reportMay 4, 2026
- COURT-RULING reportApr 23, 2026
- CLUSTER reportApr 22, 2026
- CLUSTER reportApr 8, 2026
- COURT-RULING reportMar 30, 2026
- CLUSTER reportMar 5, 2026