Market Cap
$38.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 17, 2026 | UBS | REITERATE | Buy | 55% |
| Aug 5, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Aug 5, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 5, 2026 | Morgan Stanley | UPGRADE | Equal-Weight | 55% |
| Jul 20, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Jun 15, 2026 | UBS | MAINTAIN | Buy | 55% |
| May 7, 2026 | UBS | MAINTAIN | Buy | 55% |
| May 6, 2026 | JP Morgan | MAINTAIN | Underweight | 55% |
| May 6, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| May 6, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 4 | 10 | 1 | 0 | 31% | |
| Aug 1, 2026 | 0 | 2 | 10 | 6 | 1 | 11% | |
| Jul 1, 2026 | 0 | 2 | 10 | 6 | 1 | 11% | |
| Jun 1, 2026 | 0 | 2 | 10 | 6 | 1 | 11% | |
| May 1, 2026 | 0 | 2 | 10 | 6 | 1 | 11% | |
| Apr 1, 2026 | 0 | 2 | 10 | 7 | 1 | 10% | |
| Mar 1, 2026 | 0 | 2 | 10 | 7 | 1 | 10% | |
| Feb 1, 2026 | 0 | 2 | 10 | 7 | 1 | 10% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.57 | $1.45–$1.71 | 70.3% | +1.7% | 6↑ 0↓ | $23.0B | 7 |
| Next Q | $1.37 | $1.33–$1.41 | 57.5% | -1.0% | 3↑ 2↓ | $22.5B | 7 |
| Current FY | $5.50 | $5.38–$5.64 | 60.4% | +0.0% | 6↑ 0↓ | $86.4B | 8 |
| Next FY | $5.67 | $4.14–$6.28 | 3.1% | +0.7% | 8↑ 0↓ | $90.6B | 11 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.567 | — |
| 7d ago | $1.560 | +0.007 |
| 30d ago | $1.541 | +0.026 |
| 60d ago | $1.311 | +0.255 |
| 90d ago | $1.265 | +0.302 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 46,796,552 | $3.6B | 13.3% | — |
| BlackRock, Inc. | 44,621,586 | $3.4B | 12.6% | — |
| STATE STREET CORP | 33,639,018 | $2.6B | 9.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 31,490,457 | $2.4B | 8.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 26,918,972 | $2.1B | 7.6% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 17,670,220 | $1.4B | 5.0% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 16,617,425 | $1.3B | 4.7% | — |
| DODGE & COX | 14,182,325 | $1.1B | 4.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 13,308,967 | $1.0B | 3.8% | — |
| NORTHERN TRUST CORP | 11,454,768 | $875.1M | 3.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 6,820,493 | — | $521.1M |
| GOLDMAN SACHS GROUP INC | ADD | 3,598,693 | 4,794,426 | +33.2% | $366.3M |
| Capital Wealth Planning, LLC | NEW | — | 4,151,390 | — | $317.2M |
| FMR LLC | ADD | 2,587,476 | 3,674,099 | +42.0% | $280.7M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 8,472 | 1,628,722 | +19124.8% | $124.4M |
| CITIGROUP INC | ADD | 753,286 | 1,110,145 | +47.4% | $84.8M |
| Assenagon Asset Management S.A. | DOUBLED | 114,441 | 944,082 | +725.0% | $72.1M |
| BROWN ADVISORY INC | DOUBLED | 7,552 | 870,353 | +11424.8% | $66.5M |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 582,611 | 776,208 | +33.2% | $59.3M |
| CITADEL ADVISORS LLC | ADD | 431,696 | 762,938 | +76.7% | $58.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 9, 2026 | WESTBROOK KELVIN R | Director | AWARD | 214.52 | — | — |
| Sep 9, 2026 | Schlitz Lei Zhang | Director | AWARD | 109.51 | — | — |
| Sep 9, 2026 | Sandler Debra A. | Director | AWARD | 183.75 | — | — |
| Sep 9, 2026 | McMurray Michael C. | Director | AWARD | 5.43 | — | — |
| Sep 9, 2026 | de Brabander Ellen | Director | AWARD | 66.68 | — | — |
| Sep 9, 2026 | McAtee David R II | Director | AWARD | 36.49 | — | — |
| Sep 9, 2026 | MOORE PATRICK J | Director | AWARD | 615.93 | — | — |
| Sep 9, 2026 | Burke Michael S | Director | AWARD | 121.2 | — | — |
| Sep 9, 2026 | COLBERT THEODORE III | Director | AWARD | 111.06 | — | — |
| Sep 9, 2026 | Collins James C. Jr. | Director | AWARD | 79.15 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 20, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $50,001 - $100,000 | Archer-Daniels-Midland Co | Apr 8, 2026(20d) |