Market Cap
$26.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Jefferies | MAINTAIN | Hold | 53% |
| Sep 18, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 11, 2026 | JP Morgan | DOWNGRADE | Neutral | 55% |
| Aug 21, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 13, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jul 17, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jul 14, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 14, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 13, 2026 | Wells Fargo | INITIATE | Overweight | 54% |
| Jul 2, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 5 | 11 | 0 | 0 | 39% | |
| Aug 1, 2026 | 2 | 5 | 12 | 0 | 0 | 37% | |
| Jul 1, 2026 | 2 | 4 | 12 | 0 | 0 | 33% | |
| Jun 1, 2026 | 2 | 4 | 12 | 0 | 0 | 33% | |
| May 1, 2026 | 2 | 4 | 14 | 0 | 0 | 30% | |
| Apr 1, 2026 | 2 | 4 | 13 | 0 | 0 | 32% | |
| Mar 1, 2026 | 2 | 4 | 13 | 0 | 0 | 32% | |
| Feb 1, 2026 | 2 | 4 | 13 | 0 | 0 | 32% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.15 | $1.10–$1.20 | 7.1% | -1.8% | 1↑ 3↓ | $0.8B | 6 |
| Next Q | $2.63 | $2.58–$2.68 | 7.7% | -0.2% | 1↑ 1↓ | $1.3B | 6 |
| Current FY | $8.46 | $8.44–$8.50 | 13.4% | -0.1% | 3↑ 0↓ | $5.1B | 11 |
| Next FY | $9.02 | $8.85–$9.14 | 6.6% | +0.0% | 3↑ 1↓ | $5.7B | 13 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.146 | — |
| 7d ago | $1.158 | -0.012 |
| 30d ago | $1.167 | -0.021 |
| 60d ago | $1.243 | -0.096 |
| 90d ago | $1.182 | -0.036 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 15,237,564 | $2.6B | 12.3% | — |
| STATE STREET CORP | 11,380,060 | $2.0B | 9.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 10,885,153 | $1.9B | 8.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9,360,135 | $1.6B | 7.6% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 9,185,788 | $1.6B | 7.4% | — |
| Capital International Investors | 7,483,012 | $1.3B | 6.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,489,277 | $770.3M | 3.6% | — |
| BANK OF AMERICA CORP /DE/ | 4,180,718 | $720.2M | 3.4% | — |
| Invesco Ltd. | 3,173,775 | $546.7M | 2.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | DOUBLED | 82,631 | 2,136,532 | +2485.6% | $368.1M |
| NORGES BANK | NEW | — | 2,079,227 | — | $358.2M |
| Amundi | ADD | 1,302,886 | 1,823,714 | +40.0% | $314.2M |
| CITADEL ADVISORS LLC | DOUBLED | 751,604 | 1,736,405 | +131.0% | $299.1M |
| Capital Research Global Investors | TRIM | 4,010,550 | 1,508,563 | -62.4% | $259.9M |
| Point72 Asset Management, L.P. | NEW | — | 1,361,162 | — | $234.5M |
| GQG Partners LLC | ADD | 887,204 | 1,175,136 | +32.5% | $202.4M |
| FMR LLC | DOUBLED | 125,494 | 660,432 | +426.3% | $113.8M |
| BNP PARIBAS FINANCIAL MARKETS | TRIM | 834,718 | 608,876 | -27.1% | $104.9M |
| ONTARIO TEACHERS PENSION PLAN BOARD | NEW | — | 586,175 | — | $101.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | ROBBINS J MATT | SR VP, HUMAN RESOURCES | GIFT | 1,500 | — | — |
| Sep 1, 2026 | Jeffries James Henry IV | Director | AWARD | 1,000 | $166.96 | $167.0K |
| Aug 11, 2026 | WARE WILLIAM JAMES | Director | BUY | 300 | $167.59 | $50.3K |
| Jul 1, 2026 | GARZA RAFAEL G | Director | AWARD | 65 | $172.92 | $11.2K |
| Jul 1, 2026 | Geiser Edward | Director | AWARD | 187.946 | $172.92 | $32.5K |
| May 2, 2026 | AKERS JOHN K | PRESIDENT & CEO | EXERCISE | 16,850 | $189.74 | $3.2M |
| May 2, 2026 | AKERS JOHN K | PRESIDENT & CEO | TAX W/H | 6,235 | $187.74 | $1.2M |
| May 2, 2026 | FAULK MICHELLE | Vice President & Controller | EXERCISE | 175 | $189.74 | $33.2K |
| May 2, 2026 | FAULK MICHELLE | Vice President & Controller | TAX W/H | 70 | $189.74 | $13.3K |
| May 2, 2026 | Forsythe Christopher T | SR VICE PRESIDENT & CFO | EXERCISE | 3,970 | $189.74 | $753.3K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 12, 2026 | John Boozman | R | SENATE | SELL | $1,001 - $15,000 | Atmos Energy Corp | Jul 13, 2026(32d) |