Market Cap
$78.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 20, 2026 | Barclays | UPGRADE | Overweight | 54% |
| Aug 12, 2026 | Truist Securities | REITERATE | Buy | 55% |
| Jul 29, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 29, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Jul 9, 2026 | Wolfe Research | UPGRADE | Outperform | 52% |
| Jun 26, 2026 | RBC Capital | UPGRADE | Outperform | 55% |
| May 19, 2026 | Bernstein | UPGRADE | Outperform | 51% |
| Apr 30, 2026 | RBC Capital | REITERATE | Sector Perform | 55% |
| Apr 30, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 17 | 4 | 0 | 0 | 86% | |
| Aug 1, 2026 | 8 | 16 | 5 | 0 | 0 | 83% | |
| Jul 1, 2026 | 7 | 16 | 6 | 0 | 0 | 79% | |
| Jun 1, 2026 | 7 | 15 | 7 | 0 | 0 | 76% | |
| May 1, 2026 | 6 | 15 | 8 | 0 | 0 | 72% | |
| Apr 1, 2026 | 6 | 13 | 9 | 0 | 0 | 68% | |
| Mar 1, 2026 | 6 | 13 | 8 | 0 | 0 | 70% | |
| Feb 1, 2026 | 6 | 14 | 7 | 0 | 0 | 74% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.64 | $1.59–$1.69 | -10.1% | +3.5% | 7↑ 0↓ | $2.8B | 7 |
| Next Q | $1.66 | $1.58–$1.73 | -5.2% | +3.0% | 6↑ 0↓ | $2.8B | 7 |
| Current FY | $6.98 | $6.88–$7.12 | 29.3% | +5.8% | 7↑ 0↓ | $11.0B | 7 |
| Next FY | $7.01 | $6.63–$7.31 | 0.4% | +2.0% | 4↑ 4↓ | $11.4B | 9 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.637 | — |
| 7d ago | $1.637 | — |
| 30d ago | $1.581 | +0.056 |
| 60d ago | $1.577 | +0.059 |
| 90d ago | $1.576 | +0.060 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 45,796,561 | $7.5B | 14.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 30,437,771 | $5.0B | 9.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 27,851,812 | $4.6B | 8.9% | — |
| STATE STREET CORP | 22,066,202 | $3.6B | 7.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 13,838,970 | $2.3B | 4.4% | — |
| FMR LLC | 11,376,427 | $1.9B | 3.6% | — |
| MORGAN STANLEY | 9,610,971 | $1.6B | 3.1% | — |
| JPMORGAN CHASE & CO | 8,853,450 | $1.5B | 2.9% | TRIM -41.5% |
| LAZARD ASSET MANAGEMENT LLC | 8,403,123 | $1.4B | 2.7% | — |
| Invesco Ltd. | 7,068,996 | $1.2B | 2.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | TRIM | 15,128,367 | 8,853,450 | -41.5% | $1.5B |
| NORGES BANK | NEW | — | 6,366,685 | — | $1.0B |
| Capital Research Global Investors | TRIM | 4,103,353 | 2,922,539 | -28.8% | $478.0M |
| Nuveen, LLC | TRIM | 3,889,182 | 2,631,606 | -32.3% | $430.5M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 1,021,378 | 2,190,378 | +114.5% | $358.3M |
| ROYAL BANK OF CANADA | ADD | 1,645,003 | 2,130,554 | +29.5% | $348.5M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | ADD | 1,585,600 | 2,057,200 | +29.7% | $336.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | ADD | 1,166,809 | 1,790,526 | +53.5% | $292.9M |
| ONTARIO TEACHERS PENSION PLAN BOARD | NEW | — | 1,784,357 | — | $291.9M |
| CANADA PENSION PLAN INVESTMENT BOARD | TRIM | 2,386,605 | 1,781,306 | -25.4% | $291.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 21, 2026 | Kalathur Rajesh | Director | BUY | 2,829 | $177.00 | $500.7K |
| Jul 29, 2026 | Dowling Ruth T | EVP, Chief Admin Ofr, GC & Sec | SELL | 1,106 | $174.96 | $193.5K |
| Jul 29, 2026 | Meyer Robert Joseph | SVP & Advisor to the CFO | SELL | 5,000 | $178.89 | $894.4K |
| Jul 28, 2026 | Dowling Ruth T | EVP, Chief Admin Ofr, GC & Sec | SELL | 685 | $169.54 | $116.1K |
| Jun 1, 2026 | Meyer Robert Joseph | SVP & Advisor to the CFO | TAX W/H | 153 | $187.53 | $28.7K |
| May 28, 2026 | REEVE PAMELA D A | Director | GIFT | 810 | — | — |
| Apr 29, 2026 | Dowling Ruth T | EVP, Chief Admin Ofr, GC & Sec | SELL | 416 | $177.54 | $73.9K |
| Apr 28, 2026 | Dowling Ruth T | EVP, Chief Admin Ofr, GC & Sec | SELL | 556 | $178.48 | $99.2K |
| Mar 11, 2026 | Vondran Steven O | President and CEO | TAX W/H | 2,158 | $182.85 | $394.6K |
| Mar 11, 2026 | Noel Eugene M | EVP & Chief Operating Officer | TAX W/H | 719 | $182.85 | $131.5K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026 | Ro Khanna | D | HOUSE | SELL | $1,001 - $15,000 | American Tower Corp | Sep 7, 2026(29d) |
| Jun 5, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | American Tower Corp | Jul 8, 2026(34d) |
| Jun 2, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | American Tower Corp | Jul 8, 2026(37d) |
| May 11, 2026 | Dwight Evans | D | HOUSE | SELL | $1,001 - $15,000 | American Tower Corp | May 18, 2026(8d) |
| Apr 17, 2026 | Rich McCormick | R | HOUSE | SELL | $1,001 - $15,000 | American Tower Corp | May 13, 2026(27d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | American Tower Corp | May 13, 2026(31d) |