Market Cap
$94.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Keybanc | UPGRADE | Overweight | 52% |
| Sep 21, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Sep 18, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Sep 10, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Sep 8, 2026 | Raymond James | UPGRADE | Outperform | 54% |
| Sep 8, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Sep 1, 2026 | Rosenblatt | INITIATE | Buy | 54% |
| Aug 31, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Aug 24, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Aug 24, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 20 | 19 | 2 | 0 | 59% | |
| Aug 1, 2026 | 9 | 19 | 20 | 2 | 0 | 56% | |
| Jul 1, 2026 | 9 | 19 | 20 | 2 | 0 | 56% | |
| Jun 1, 2026 | 9 | 18 | 20 | 2 | 0 | 55% | |
| May 1, 2026 | 8 | 18 | 21 | 2 | 0 | 53% | |
| Apr 1, 2026 | 8 | 16 | 22 | 2 | 0 | 50% | |
| Mar 1, 2026 | 8 | 16 | 21 | 3 | 0 | 50% | |
| Feb 1, 2026 | 8 | 13 | 24 | 3 | 0 | 44% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.87 | $2.61–$3.34 | 29.8% | +0.6% | 21↑ 4↓ | $4.7B | 33 |
| Next Q | $0.84 | $0.71–$1.02 | 49.5% | +2.3% | 18↑ 7↓ | $3.2B | 32 |
| Current FY | $5.31 | $5.00–$5.91 | 31.9% | +0.4% | 30↑ 4↓ | $14.2B | 40 |
| Next FY | $6.24 | $5.51–$8.09 | 17.5% | +1.0% | 25↑ 9↓ | $15.8B | 40 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.867 | — |
| 7d ago | $2.867 | — |
| 30d ago | $2.850 | +0.018 |
| 60d ago | $2.764 | +0.103 |
| 90d ago | $2.759 | +0.109 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 33,056,139 | $4.7B | 12.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 26,615,598 | $3.8B | 10.1% | — |
| HARRIS ASSOCIATES L P | 18,861,551 | $2.7B | 7.2% | — |
| STATE STREET CORP | 18,150,096 | $2.6B | 6.9% | — |
| Invesco Ltd. | 16,173,900 | $2.3B | 6.2% | — |
| AQR CAPITAL MANAGEMENT LLC | 10,624,015 | $1.5B | 4.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 10,340,188 | $1.5B | 4.0% | — |
| MORGAN STANLEY | 10,104,542 | $1.4B | 3.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,906,004 | $1.1B | 3.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 3,204,126 | 5,785,665 | +80.6% | $827.9M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 3,053,593 | 4,184,448 | +37.0% | $607.9M |
| NORGES BANK | NEW | — | 3,709,238 | — | $530.8M |
| AMERIPRISE FINANCIAL INC | ADD | 2,212,074 | 3,335,212 | +50.8% | $477.3M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 1,469,395 | 2,225,741 | +51.5% | $318.5M |
| Holocene Advisors, LP | DOUBLED | 791,424 | 1,951,914 | +146.6% | $279.3M |
| Man Group plc | ADD | 1,150,545 | 1,828,140 | +58.9% | $261.6M |
| UBS Group AG | ADD | 1,136,746 | 1,823,132 | +60.4% | $260.9M |
| POLEN CAPITAL MANAGEMENT LLC | TRIM | 2,273,747 | 1,649,884 | -27.4% | $236.1M |
| Robeco Institutional Asset Management B.V. | ADD | 971,118 | 1,366,071 | +40.7% | $195.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 28, 2026 | Blecharczyk Nathan | Chief Strategy Officer | SELL | 134 | $158.31 | $21.2K |
| Sep 28, 2026 | Blecharczyk Nathan | Chief Strategy Officer | SELL | 6,085 | $157.47 | $958.2K |
| Sep 28, 2026 | Blecharczyk Nathan | Chief Strategy Officer | SELL | 5,684 | $156.54 | $889.7K |
| Sep 28, 2026 | Blecharczyk Nathan | Chief Strategy Officer | SELL | 1,231 | $155.74 | $191.7K |
| Sep 28, 2026 | Blecharczyk Nathan | Chief Strategy Officer | CONVERT | 17,692 | — | — |
| Sep 28, 2026 | Blecharczyk Nathan | Chief Strategy Officer | SELL | 481 | $154.45 | $74.3K |
| Sep 28, 2026 | Blecharczyk Nathan | Chief Strategy Officer | GIFT | 4,077 | — | — |
| Sep 28, 2026 | Blecharczyk Nathan | Chief Strategy Officer | CONVERT | 17,692 | — | — |
| Sep 28, 2026 | Mertz Elinor | Chief Financial Officer | AWARD | 11,204 | — | — |
| Sep 15, 2026 | Bernstein David C | Chief Accounting Officer | SELL | 1,489 | $168.93 | $251.5K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Dec 16, 2025 | Michael Guest | R | HOUSE | SELL | $1,001 - $15,000 | Airbnb Inc | Aug 17, 2026(245d) |