Market Cap
$361.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 15, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Oct 15, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Oct 15, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Oct 15, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Oct 15, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Oct 15, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Oct 15, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Oct 15, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Oct 15, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Oct 15, 2026 | Baird | UPGRADE | Outperform | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 17 | 6 | 0 | 0 | 79% | |
| Aug 1, 2026 | 6 | 17 | 6 | 0 | 0 | 79% | |
| Jul 1, 2026 | 6 | 17 | 6 | 0 | 0 | 79% | |
| Jun 1, 2026 | 7 | 17 | 5 | 0 | 0 | 83% | |
| May 1, 2026 | 7 | 18 | 5 | 0 | 0 | 83% | |
| Apr 1, 2026 | 6 | 20 | 5 | 0 | 0 | 84% | |
| Mar 1, 2026 | 5 | 19 | 6 | 0 | 0 | 80% | |
| Feb 1, 2026 | 5 | 19 | 6 | 0 | 0 | 80% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.12 | $1.05–$1.16 | 14.0% | -3.5% | 2↑ 8↓ | $30.5B | 14 |
| Next Q | $1.22 | $1.17–$1.30 | 9.9% | -1.8% | 1↑ 2↓ | $32.4B | 10 |
| Current FY | $4.43 | $4.27–$4.72 | 16.3% | -5.1% | 0↑ 15↓ | $122.8B | 19 |
| Next FY | $5.15 | $4.95–$5.30 | 16.2% | -2.5% | 0↑ 15↓ | $130.2B | 18 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.117 | — |
| 7d ago | $1.140 | -0.023 |
| 30d ago | $1.158 | -0.040 |
| 60d ago | $1.160 | -0.043 |
| 90d ago | $1.152 | -0.034 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 5,217,714 | $284.0M | 30.3% | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,959,026 | $120.1M | 12.8% | TRIM -28.5% |
| Czech National Bank | 1,868,542 | $101.7M | 10.8% | — |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 1,598,178 | $87.0M | 9.3% | — |
| IFM Investors Pty Ltd | 1,538,403 | $83.7M | 8.9% | — |
| TD Waterhouse Canada Inc. | 1,109,501 | $59.6M | 6.4% | — |
| Concurrent Investment Advisors, LLC | 985,333 | $53.6M | 5.7% | — |
| BANQUE PICTET & CIE SA | 688,550 | $37.5M | 4.0% | — |
| Assenagon Asset Management S.A. | 522,466 | $28.4M | 3.0% | DOUBLED +149.5% |
| Vontobel Holding Ltd. | 485,438 | $26.4M | 2.8% | ADD +81.1% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | DOUBLED | 209,392 | 522,466 | +149.5% | $28.4M |
| Vontobel Holding Ltd. | ADD | 268,103 | 485,438 | +81.1% | $26.4M |
| MATHER GROUP, LLC. | ADD | 132,948 | 195,516 | +47.1% | $10.6M |
| NORGES BANK | NEW | — | 83,794,863 | — | $4.8B |
| CITIGROUP INC | TRIM | 39,987,658 | 17,414,489 | -56.5% | $992.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 10,881,052 | 16,638,101 | +52.9% | $948.0M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 9,833,307 | 15,187,077 | +54.4% | $884.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | ADD | 11,822,490 | 14,930,048 | +26.3% | $850.7M |
| MARSHALL WACE, LLP | DOUBLED | 1,830,832 | 12,483,467 | +581.8% | $711.3M |
| Robeco Institutional Asset Management B.V. | ADD | 5,746,454 | 7,197,179 | +25.2% | $410.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | MOYNIHAN BRIAN T | Chair and CEO | EXERCISE | 18,082 | — | — |
| Sep 15, 2026 | MOYNIHAN BRIAN T | Chair and CEO | D | 18,082 | $59.52 | $1.1M |
| Aug 15, 2026 | MOYNIHAN BRIAN T | Chair and CEO | D | 18,083 | $64.49 | $1.2M |
| Aug 15, 2026 | MOYNIHAN BRIAN T | Chair and CEO | EXERCISE | 18,083 | — | — |
| Jul 15, 2026 | MOYNIHAN BRIAN T | Chair and CEO | EXERCISE | 18,083 | — | — |
| Jul 15, 2026 | MOYNIHAN BRIAN T | Chair and CEO | D | 18,083 | $61.59 | $1.1M |
| Jun 15, 2026 | MOYNIHAN BRIAN T | Chair and CEO | D | 18,083 | $55.87 | $1.0M |
| Jun 15, 2026 | MOYNIHAN BRIAN T | Chair and CEO | EXERCISE | 18,083 | — | — |
| May 15, 2026 | MOYNIHAN BRIAN T | Chair and CEO | EXERCISE | 18,083 | — | — |
| May 15, 2026 | MOYNIHAN BRIAN T | Chair and CEO | D | 18,083 | $49.77 | $900.0K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $15,001 - $50,000 | Bank of America Corp | Aug 12, 2026(37d) |
| Jun 2, 2026 | Laurel Lee | R | HOUSE | SELL | $1,001 - $15,000 | Bank of America Corp | Jul 20, 2026(49d) |
| Feb 7, 2025 | Tim Walberg | R | HOUSE | BUY | $15,001 - $50,000 | Bank of America Corp | Jun 4, 2026(483d) |