Market Cap
$27.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Sep 29, 2026 | Scotiabank | INITIATE | Sector Perform | 56% |
| Sep 25, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Sep 18, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 21, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 17, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 3, 2026 | BTIG | REITERATE | Buy | 53% |
| Aug 3, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 31, 2026 | Goldman Sachs | REITERATE | Hold | 54% |
| Jul 23, 2026 | Keybanc | UPGRADE | Overweight | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 9 | 7 | 0 | 0 | 67% | |
| Aug 1, 2026 | 5 | 9 | 8 | 0 | 0 | 64% | |
| Jul 1, 2026 | 5 | 8 | 9 | 0 | 0 | 59% | |
| Jun 1, 2026 | 5 | 8 | 9 | 0 | 0 | 59% | |
| May 1, 2026 | 5 | 7 | 10 | 0 | 0 | 55% | |
| Apr 1, 2026 | 4 | 6 | 10 | 0 | 0 | 50% | |
| Mar 1, 2026 | 4 | 6 | 10 | 0 | 0 | 50% | |
| Feb 1, 2026 | 4 | 6 | 10 | 0 | 0 | 50% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.34 | $2.22–$2.57 | -0.3% | -0.7% | 1↑ 2↓ | $2.9B | 4 |
| Next Q | $0.69 | $0.49–$0.78 | -24.8% | +4.4% | 2↑ 2↓ | $2.0B | 5 |
| Current FY | $5.40 | $5.33–$5.44 | 0.9% | +0.0% | 1↑ 1↓ | $9.1B | 7 |
| Next FY | $5.83 | $5.78–$5.93 | 8.1% | +0.0% | 0↑ 1↓ | $9.7B | 6 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.343 | — |
| 7d ago | $2.339 | +0.004 |
| 30d ago | $2.359 | -0.016 |
| 60d ago | $2.402 | -0.059 |
| 90d ago | $2.402 | -0.059 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 25,818,527 | $2.9B | 15.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 18,050,825 | $2.0B | 10.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 16,011,790 | $1.8B | 9.4% | — |
| STATE STREET CORP | 15,171,626 | $1.7B | 8.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 7,820,813 | $880.8M | 4.6% | — |
| FRANKLIN RESOURCES INC | 6,099,146 | $689.4M | 3.6% | — |
| AMERIPRISE FINANCIAL INC | 5,936,910 | $671.1M | 3.5% | — |
| Jupiter Topco LLC | 5,115,469 | $578.3M | 3.0% | — |
| FMR LLC | 4,786,206 | $541.0M | 2.8% | — |
| Invesco Ltd. | 4,510,354 | $509.9M | 2.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BARCLAYS PLC | ADD | 1,637,492 | 2,577,609 | +57.4% | $291.4M |
| DEUTSCHE BANK AG\ | ADD | 1,411,960 | 2,242,735 | +58.8% | $253.5M |
| Point72 Asset Management, L.P. | DOUBLED | 695,749 | 2,139,630 | +207.5% | $241.9M |
| Qube Research & Technologies Ltd | TRIM | 2,094,604 | 1,007,033 | -51.9% | $113.8M |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 63,814 | 1,001,055 | +1468.7% | $113.2M |
| MILLENNIUM MANAGEMENT LLC | ADD | 509,500 | 878,267 | +72.4% | $99.3M |
| LAZARD ASSET MANAGEMENT LLC | TRIM | 1,331,922 | 722,342 | -45.8% | $81.7M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | ADD | 377,590 | 668,690 | +77.1% | $75.6M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | TRIM | 991,860 | 550,665 | -44.5% | $62.2M |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 744,357 | 542,649 | -27.1% | $61.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 11, 2026 | Flores Rafael | Director | SELL | 248 | $105.53 | $26.2K |
| Aug 20, 2026 | Martin Ryan J | SVP Finance | SELL | 500 | $109.88 | $54.9K |
| Aug 18, 2026 | Martin Ryan J | SVP Finance | SELL | 471 | $109.87 | $51.7K |
| Aug 14, 2026 | Shaw Theresa A | SVP and CATO | SELL | 325 | $108.93 | $35.4K |
| Aug 3, 2026 | MOEHN MICHAEL L | Group President, Utilities | SELL | 6,500 | $108.96 | $708.2K |
| Jul 1, 2026 | Melda Aaron P | Chairman & President of Sub | AWARD | 2,520 | — | — |
| Jul 1, 2026 | Smith Patrick E | Chairman & President of Sub | AWARD | 280 | — | — |
| Jul 1, 2026 | Arora Ajay K | EVP of Subsidiary | AWARD | 716 | — | — |
| Jun 1, 2026 | Melda Aaron P | Chairman and President | AWARD | 3,705 | — | — |
| Jun 1, 2026 | Arora Ajay K | EVP of Subsidiary | AWARD | 6,797 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Sep 23, 2025 | Julie Johnson | D | HOUSE | SELL | $1,001 - $15,000 | Ameren Corporation | Aug 6, 2026(318d) |
| Sep 23, 2025 | Julie Johnson | D | HOUSE | BUY | $1,001 - $15,000 | Ameren Corporation | Aug 6, 2026(318d) |