Market Cap
$227.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Sep 10, 2026 | HSBC | DOWNGRADE | Hold | 55% |
| Sep 8, 2026 | BMO Capital | DOWNGRADE | Market Perform | 53% |
| Sep 8, 2026 | Cantor Fitzgerald | REITERATE | Neutral | 49% |
| Sep 4, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 20, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Aug 19, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 19, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Aug 18, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Aug 18, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | 49% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 14 | 20 | 2 | 1 | 47% | |
| Aug 1, 2026 | 6 | 15 | 19 | 2 | 1 | 49% | |
| Jul 1, 2026 | 6 | 15 | 19 | 2 | 1 | 49% | |
| Jun 1, 2026 | 6 | 16 | 19 | 2 | 1 | 50% | |
| May 1, 2026 | 6 | 15 | 20 | 2 | 1 | 48% | |
| Apr 1, 2026 | 6 | 15 | 19 | 2 | 1 | 49% | |
| Mar 1, 2026 | 6 | 15 | 18 | 2 | 1 | 50% | |
| Feb 1, 2026 | 6 | 16 | 16 | 2 | 1 | 54% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $5.78 | $5.48–$6.16 | 2.5% | +0.0% | 13↑ 10↓ | $10.0B | 27 |
| Next Q | $5.80 | $5.19–$6.29 | 9.7% | +0.0% | 11↑ 12↓ | $10.3B | 27 |
| Current FY | $23.06 | $22.47–$23.90 | 5.6% | +0.1% | 31↑ 1↓ | $38.9B | 33 |
| Next FY | $24.45 | $22.57–$26.33 | 6.0% | +0.2% | 31↑ 0↓ | $40.3B | 33 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $5.781 | — |
| 7d ago | $5.781 | — |
| 30d ago | $5.781 | — |
| 60d ago | $5.760 | +0.021 |
| 90d ago | $5.757 | +0.024 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 49,362,016 | $17.9B | 14.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 35,250,101 | $12.8B | 10.3% | — |
| STATE STREET CORP | 30,560,537 | $11.1B | 8.9% | — |
| Capital World Investors | 29,075,329 | $10.5B | 8.5% | — |
| Invesco Ltd. | 16,320,446 | $5.9B | 4.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 15,696,068 | $5.7B | 4.6% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15,034,038 | $5.4B | 4.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14,853,366 | $5.4B | 4.3% | — |
| MORGAN STANLEY | 13,653,692 | $4.9B | 4.0% | — |
| WELLS FARGO & COMPANY/MN | 7,235,462 | $2.6B | 2.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 5,625,584 | — | $2.0B |
| JPMORGAN CHASE & CO | TRIM | 7,277,837 | 3,588,484 | -50.7% | $1.3B |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 228,017 | 2,742,271 | +1102.7% | $993.0M |
| Capital International Investors | NEAR_EXIT | 7,122,275 | 1,668,778 | -76.6% | $604.0M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 651,459 | 1,321,585 | +102.9% | $478.6M |
| D. E. Shaw & Co., Inc. | DOUBLED | 178,009 | 1,290,217 | +624.8% | $467.2M |
| FIRST TRUST ADVISORS LP | ADD | 640,120 | 1,131,395 | +76.7% | $409.7M |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 689,490 | 963,209 | +39.7% | $348.8M |
| CITADEL ADVISORS LLC | DOUBLED | 184,963 | 703,984 | +280.6% | $254.9M |
| Allianz Asset Management GmbH | ADD | 393,880 | 632,025 | +60.5% | $228.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 13, 2026 | Khosla Rachna | SVP, Business Development | EXERCISE | 1,252 | $162.60 | $203.6K |
| Aug 13, 2026 | Khosla Rachna | SVP, Business Development | SELL | 1,252 | $416.43 | $521.4K |
| Aug 11, 2026 | Khosla Rachna | SVP, Business Development | SELL | 2,000 | $412.57 | $825.1K |
| Aug 7, 2026 | ISHRAK OMAR | Director | AWARD | 85.169 | — | — |
| Aug 7, 2026 | Drake Michael V | Director | AWARD | 63.876 | — | — |
| Aug 7, 2026 | HOLLEY CHARLES M | Director | AWARD | 103.419 | — | — |
| Aug 7, 2026 | Busch Matthew C. | VP, Finance & CAO | AWARD | 730 | — | — |
| Aug 6, 2026 | Miller Derek | SVP, Human Resources | EXERCISE | 2,069 | $162.60 | $336.4K |
| Aug 6, 2026 | Grygiel Nancy A. | SVP & CCO | SELL | 1,970 | $402.16 | $792.3K |
| Aug 6, 2026 | Grygiel Nancy A. | SVP & CCO | EXERCISE | 1,970 | $177.46 | $349.6K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 26, 2026 | David Taylor | R | HOUSE | SELL | $1,001 - $15,000 | Amgen Inc | Sep 7, 2026(13d) |
| Aug 26, 2026 | David Taylor | R | HOUSE | SELL | $1,001 - $15,000 | Amgen Inc | Sep 7, 2026(13d) |
| Aug 12, 2026 | Sheldon Whitehouse | D | SENATE | SELL | $1,001 - $15,000 | Amgen Inc | Sep 2, 2026(22d) |
| Jun 2, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Amgen Inc | Jul 8, 2026(37d) |
| Apr 17, 2026 | Maria Elvira Salazar | R | HOUSE | SELL | $15,001 - $50,000 | Amgen Inc | May 11, 2026(25d) |
| Apr 7, 2026 | Mark Warner | D | SENATE | SELL | $1,001 - $15,000 | Amgen Inc | May 1, 2026(25d) |
| Apr 7, 2026 | Mark Warner | D | SENATE | SELL | $1,001 - $15,000 | Amgen Inc | May 1, 2026(25d) |
| Apr 6, 2026 | Mark Warner | D | SENATE | SELL | $1,001 - $15,000 | Amgen Inc | May 1, 2026(26d) |
| Mar 24, 2026 | Maria Elvira Salazar | R | HOUSE | BUY | $15,001 - $50,000 | Amgen Inc | Apr 22, 2026(30d) |
| Feb 26, 2026 | David Taylor | R | HOUSE | SELL | $1,001 - $15,000 | Amgen Inc | Mar 9, 2026(12d) |